Adding RCA Action Items

During the investigation as you create an action plan, you can assign action items to different individuals (RL6 users or external parties) and send notification by email.

Prerequisites: You must have the 'View File' and 'Edit File' functions enabled for your role.

Note: This component is available only if it has been configured in your RCA form. The Action Items dialog can be customized to suit your requirements and may not appear as the example provided.

To add Action Plan items:

1. In the Action Items section, click Add. The Action Items dialog box appears.
2. In the Assigned To field, enter the email address of the individual assigned to the action item. (Alternatively, if the individual is a registered RL6 user, click the LookupA field that is used to locate records in the RL6 database, such as a location, patient name or a valid entry for the field. A lookup field is typically identified with a magnifying glass icon. icon to search for the user.)
3. In the Deadline field, click to choose a date from the calendar to specify the deadline for the action item.
4. Enter additional details as required.
5. Click Send. The Action item is added to the list and the assigned user will receive an email with a link to view and update the action. See Previewing an Action Item for information on what is sent to the assigned recipient.
6. Note: When an action item is not completed by the deadline, an alert notification is sent to the Assigned By individual the day after the deadline. This alert notification will contain a link to the file to allow the user to login to RL6 and open the file in order to extend the deadline for the action item. (If the individual does not have login credentials, he or she will need to contact the file manager outside of the RL6 application for this request.)