Planning Feature on the Dashboard

Open the planning feature on the dashboard navigation bar to schedule and view audit events

See a monthly calendar with audits completed, audits scheduled, document and observation reviews due (2).

Select an event or form you’d like to see on the calendar drop down menu (3). 

• Green - Completed Audit - if you click on an individual completed audit on the calendar, you’ll be able to see the report for the submission (4).
• Blue - Scheduled Audit - if you click on a scheduled audit, you can edit some details about it (5).
• Orange - Document Due for Review - This is linked to the Document Management System, if you have that enabled for your institution.  
• Teal - Observation Review - Notifies you if an observation of an audit needs to be investigated further/reviewed.

In order to schedule an audit, please click on “+ Schedule”(6).

Schedule an Audit/Data Collection Date

To schedule an audit click on the “+Schedule” button at the top right of your screen.  A pop-up window will then appear. 

1.  Select the audit form you’d like to schedule

2.  Select which users will carry out the audits and receive reminders the morning before the audit

3.  Select a ward/room

4.  Choose a frequency (once-off, daily, weekly, biweekly, monthly, quarterly, yearly) and whether auditors should receive a reminder

5.  Start date and end date; if you leave the end date blank, this will continue to carry out the reminders for the foreseeable future 

6.  Any additional notes

NOTE: When scheduling an audit; if your start date is the same as the current date, an email reminder will not be sent out.  24 hours notice is required for automatic emails to be sent. 

All subsequent dates later in the month/year will have emails sent out, whether it is a monthly, quarterly etc. scheduled audit.