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Module 4 ‘Actions’. Introduction Welcome to Module 4! This course is about creating, assigning, tracking and reporting on Actions using the Actions module.

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Presentation on theme: "Module 4 ‘Actions’. Introduction Welcome to Module 4! This course is about creating, assigning, tracking and reporting on Actions using the Actions module."— Presentation transcript:

1 Module 4 ‘Actions’

2 Introduction Welcome to Module 4! This course is about creating, assigning, tracking and reporting on Actions using the Actions module of the BC Patient Safety & Learning System (BC PSLS). The course takes about 20 minutes to complete, but you can take it at your own pace and return to any section at any time. You can repeat the course as many times as you like to refresh your knowledge. At the end of the course, please fill in the record of course completion; you can print a copy of the record if you like. Also, you’ll be asked to complete a brief evaluation. Your feedback will help us improve our online learning modules in the future. Enjoy the course! Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

3 About the course Navigation Click on to open the course map and select a specific slide. Click on the navigation buttons and links to: Go back to the beginning of the course Go back to the previous slide Return to the main course from a link S e ct io n 2 S e ct io n 3 S e ct io n 4 S e ct io n 5 S e ct io n 1 S ta rt End End Click on the progress bar to move from section to section: Go to the end of the course Go to the next slide Open a link Tips to use when working with BC PSLS ‘live’ are marked with When you see, follow the directions to simulate working with BC PSLS ‘live’. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

4 Objectives Upon completion of this course, you will be able to: Locate the Actions section of the BC PSLS Safety Learning (follow-up) form Create a new Action Assign an Action Identify and use links in messages associated with Actions Locate an existing Action attached to a Safety Event Report Locate the Actions section of the BC PSLS Main Menu List Actions Open, modify and complete Actions Search for Actions and save searches as queries Use ‘My reports’ and ‘Design a report’ for Actions to create and view reports Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

5 Section 1: Actions overview Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

6 Section 1: Actions overview Introducing the Actions module The Actions module is a component of BC PSLS that works with other parts of the application to allow you to create, assign, manage, track and report on actions associated with event follow-up activities or arising from event review and learning. If you have ideas for changes to the Actions module that you think would be helpful to you and other users, please contact your Health Authority BC PSLS Coordinator.Health Authority BC PSLS Coordinator This course also covers My reports for Actions and how to use the New search, Saved query and Design a report features of BC PSLS to create your own custom ad hoc reports for Actions. For more comprehensive information about reports, please see Module 3 – ‘My reports’. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

7 Section 1: Actions overview Actions defined Leaders responsible for responding to and acting on Safety Event Reports are some of the busiest people in the healthcare system! It can be a challenge to keep track of your work or the progress that is being made on event review and problem remediation. The Actions module can help you to: Manage follow-up activities. Actions might include reviewing a patient’s chart, having a conversation with staff or checking on a patient outcome. Address issues identified through event review. For example, you might need to purchase new equipment, create patient learning materials or revise a procedure. Respond to safety hazards identified during Safety Rounds or Huddles. The Actions module can help you track equipment service or repair, improvements to the physical environment and communication with staff. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

8 Section 1: Actions overview Actions and user permissions As a BC PSLS user who performs follow-up activities when a safety event is reported, you have a specific set of user permissions. Permissions are defined by your role, the area of the organization you work in and the program or service you are responsible for. Permissions apply to Actions the same way they apply to Safety Event Reports. You can see all of the information you need to see and none that you should not see Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

9 Section 1: Actions overview Actions and confidentiality Actions are part of the process of following up on or responding to Safety Event Reports. The information contained on an Action form should be treated with the same respect for confidentiality as other documents associated with Safety Event Reports and their follow-up. It is important to note that by assigning an Action to another BC PSLS follow-up user, you are granting that user access to the Action form AND to the associated Safety Event Report to provide the context for the Action. If you have questions about confidentiality and Actions or other aspects of safety event follow-up, documentation or communication, contact your local risk management department for advice. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

10 Section 1: Actions overview Actions and accountability Safety event reporting is only one step in creating a safer healthcare system. Applying the learning that results from safety event review is necessary to reduce the likelihood that patients will be harmed in the future. One important feature of the Actions module is its ability to help you demonstrate that you have implemented recommendations arising from safety event review. The My reports for Actions section and related searching and reporting features allow you to produce packaged and ad hoc reports to manage, track and report out on your activities. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

11 Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

12 Section 2: Creating a new Action You are Rhonda Reason, clinical manager of an area that includes an Emergency Department. A Safety Event Report was submitted by a staff member on August 20 th stating that a patient had fallen off a stretcher in Triage and hurt his wrist. He was sent for an x-ray, then admitted to an inpatient ward for pneumonia. You read the report that day and moved it to ‘Being reviewed’. It’s August 25 th. You want to know what the x-ray showed to confirm the degree of harm to the patient before you contact him to follow up. You will create a new Action and assign it to your charge nurse. Let’s begin! Scenario Part 1 Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

13 Creating a new Action Log in to BC PSLS. From the Main Menu, select Events. CLICK HERE Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

14 Creating a new Action Log in to BC PSLS. From the Main Menu, select Events. You can choose any events list to access the Actions function. For this example, select List events with status: Being reviewed. CLIC K HER E Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

15 Creating a new Action A list of Safety Event Reports in your area is displayed. The record you are looking for is event ID 6. Select it from the list. Section 2: Creating a new Action CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

16 Creating a new Action CLICK HERE The Safety Learning Form and Event details for event ID 6 are shown. Select Actions taken & planned. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

17 Creating a new Action You have opened the Actions section of the Safety Learning Form. Here you can: view Actions taken & planned for this event report. There are currently No actions. create New actions. Select Create a new action. CLICK HERE Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

18 Creating a new Action CLIC K HER E A new Action Form has opened. The top portion of the form is shown here. indicates a mandatory field. Let’s complete each of the fields required to create a new Action. To begin, click on the next to the Type field to open the dropdown list. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

19 Creating a new Action CLICK HERE Section 2: Creating a new Action A new Action Form has opened. The top portion of the form is shown here. indicates a mandatory field. Let’s complete each of the fields required to create a new Action. To begin, click on the next to the Type field to open the dropdown list. The list shows the types of Actions available. For this example, select Review participant follow-up. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

20 Creating a new Action Section 2: Creating a new Action CLICK HERE A new Action Form has opened. The top portion of the form is shown here. indicates a mandatory field. Let’s complete each of the fields required to create a new Action. To begin, click on the next to the Type field to open the dropdown list. The list shows the types of Actions available. For this example, select Review participant follow-up. Click Close. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

21 Creating a new Action CLICK HERE Next, open the Details dropdown list. This list is filtered by the Type of Action chosen. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

22 Creating a new Action CLICK HERE Next, open the Details dropdown list. This list is filtered by the Type of Action chosen. For this example, select Check outcome. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

23 Creating a new Action Section 2: Creating a new Action Next, open the Details dropdown list. This list is filtered by the Type of Action chosen. For this example, select Check outcome. Click Close. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

24 Creating a new Action A brief title or specific directions for the Action must be entered in the Description field. Here, we’ve entered Check results of wrist x-ray. CLICK HERE Section 2: Creating a new Action Next, open the Priority dropdown list. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

25 Creating a new Action Select a Priority for completion of the Action from the dropdown list. This list is filtered by the Type of Action chosen. For this example, select Part of review process – complete as soon as possible. CLICK HERE Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

26 Creating a new Action Section 2: Creating a new Action CLICK HERE Select a Priority for completion of the Action from the dropdown list. This list is filtered by the Type of Action chosen. For this example, select Part of review process – complete as soon as possible. Click Close. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

27 Creating a new Action To indicate the date the Action is being assigned, first click on the calendar icon next to the Date assigned field. Section 2: Creating a new Action CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

28 Creating a new Action CLICK HERE To indicate the date the Action is being assigned, first click on the calendar icon next to the Date assigned field. Select the Date assigned from the calendar. Usually this will be the current day’s date. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

29 Creating a new Action To indicate the date the Action should be completed by, click on the calendar icon next to the Date due field. CLIC K HER E Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

30 Creating a new Action To indicate the date the Action should be completed by, click on the calendar icon next to the Date due field. Select the Date due from the calendar. Make sure the date you choose is consistent with the Priority you chose. CLICK HERE Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

31 Creating a new Action Open the Assigned to dropdown list. CLIC K HER E Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

32 Creating a new Action Open the Assigned to dropdown list. Choose the person you want to assign the Action to. For this example, select Vincent, Valerie – Charge Nurse. Section 2: Creating a new Action CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

33 Creating a new Action Section 2: Creating a new Action Open the Assigned to dropdown list. Choose the person you want to assign the Action to. For this example, select Vincent, Valerie – Charge Nurse. Click Close. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

34 Creating a new Action Assigned to is the last mandatory field you need to complete to create a new Action. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

35 Creating a new Action The bottom part of the form contains optional fields where you can add: Notes to provide more information to the person the Action is Assigned to. Resources required to complete the Action. Plans for reporting on / monitoring the change after the Action is done. Click Submit action to create the new Action. CLICK HERE Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

36 Creating a new Action A message will confirm that the action has been saved. The new Action now appears in the Actions taken & planned section. In the ‘live’ BC PSLS application, you can reopen the Action Form by clicking on any of the text related to the Action. The Actions module is separate from but integrated with the Safety Events module, so you must click Save before going to other areas of the BC PSLS. CLICK HERE Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

37 Creating a new Action A message will confirm that the event has been saved. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

38 Creating a new Action When you submitted the Action, an message containing a link to the Action Form was automatically sent to Valerie Vincent, the person the Action was assigned to. Section 2: Creating a new Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

39 Section 3: Viewing and modifying an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

40 Section 3: Viewing and modifying an Action You are Valerie Vincent, Charge Nurse in the Emergency Department. You have received an message telling you that an Action has been assigned to you in BC PSLS by your Clinical Manager, Rhonda Reason. You want to review the Action. Let’s begin! Scenario Part 2 Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

41 Section 3: Viewing and modifying an Action Opening an Action from an link To access the new Action, click on the link contained in the notification you received. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

42 When prompted, enter your BC PSLS Login ID and Password. Click Log in. CLICK HERE Section 3: Viewing and modifying an Action Opening an Action from an link Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

43 Viewing an Action You have opened the Action Form. Review the Action details in the top part of the form. Section 3: Viewing and modifying an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

44 Modifying an Action You have opened the Action Form. Review the Action details in the top part of the form. The bottom part of the form contains fields you can use to complete the Action, and links to the event record associated with the Action. Here, we’ve used the Notes section to record a message to your manager about your plans for follow-up. Click Save. Section 3: Viewing and modifying an Action CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

45 Modifying an Action Section 3: Viewing and modifying an Action When you saved the Action, an message containing a link to the Action Form was sent to Rhonda Reason, the person the Action was assigned by, to let her know it has been modified. Rhonda can click on the link at her convenience to open the form and check on your plans for follow-up. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

46 Section 4: Completing an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

47 Section 4: Completing an Action You, Valerie Vincent, Charge Nurse in the Emergency Department, have already finished the task assigned to you by your Clinical Manager! You want to record the information in BC PSLS and complete the Action. Let’s begin! Scenario Part 3 Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

48 Opening an Action from the Actions section Log in to BC PSLS. From the Main Menu, select Actions. CLICK HERE Section 4: Completing an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

49 Opening an Action from the Actions section Log in to BC PSLS. From the Main Menu, select Actions. Select List all Actions. CLICK HERE Section 4: Completing an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

50 Opening an Action from the Actions section CLICK HERE The Actions Listing page shows all Actions assigned to you, assigned by you or associated with records you have permission to view. Select Action ID 5. Section 4: Completing an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

51 Completing an Action You can now: Enter your Findings. Here, we’ve provided information about the results of the x-ray. Record the Date completed. Section 4: Completing an Action CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

52 Completing an Action Section 4: Completing an Action You can now: Enter your Findings. Here, we’ve provided information about the results of the x-ray. Record the Date completed. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

53 Completing an Action Indicate who the Action was Completed by. Section 4: Completing an Action You can now: Enter additional Notes. Here, we’ve provided information about the results of the x-ray. Record the Date completed. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

54 Completing an Action Section 4: Completing an Action You can now: Enter additional Notes. Here, we’ve provided information about the results of the x-ray. Record the Date completed. Indicate who the Action was Completed by. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

55 Completing an Action Click Close. Section 4: Completing an Action You can now: Enter additional Notes. Here, we’ve provided information about the results of the x-ray. Record the Date completed. Indicate who the Action was Completed by. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

56 Completing an Action You can now: Enter additional Notes. Here, we’ve provided information about the results of the x-ray. Section 4: Completing an Action Record the Date completed. Indicate who the Action was Completed by. Click Close. Click Save. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

57 Completing an Action A message will confirm that the action has been saved. Section 4: Completing an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

58 Completing an Action When you saved the Action, an message containing a link to the Action Form was sent to Rhonda Reason, the person the Action was assigned by, to let her know it has been completed. Section 4: Completing an Action Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

59 Section 4: Completing an Action Back to you, Rhonda Reason, Clinical Manager in the Emergency Department. You have received an message telling you that an Action has been completed in BC PSLS. You want to review the Action. Let’s begin! Scenario Part 4 Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

60 Opening an Action from an link To access the new Action, click on the link contained in the notification you received. Section 4: Completing an Action CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

61 When prompted, enter your BC PSLS Login ID and Password. Click Log in. CLICK HERE Section 4: Completing an Action Opening an Action from an link Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

62 Reviewing a completed Action You have opened the Action Form. Review it, add any additional comments and Save. The Action is complete! To ‘close the loop’, summarize your findings in the Follow-up section of the Safety Learning Form for the event, which you can access through the link at the bottom of the Action Form. You can also create a new Action reminding yourself to contact the patient to offer additional Support. Section 4: Completing an Action CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

63 Section 5: ‘My reports’ for Actions Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

64 Section 5: ‘My reports’ for Actions Introducing ‘My reports’ My reports for the Actions module work the same way that My reports work in the Events module. With My reports, you can create, view and print packaged summary reports using pre-defined data. These reports have been designed to meet the needs of a wide group of users from across the province. You will likely find some of the reports very useful and others not applicable to your setting or interests. If you have requests for reports that you think would be important to you on a regular basis, please contact your Health Authority BC PSLS Coordinator. You can also use the New search, Saved query and Design a report features of BC PSLS to create your own custom ad hoc reports. These features are covered in sections 6 and 7 of this course. To learn more about using My reports, see BC PSLS elearning Module 3. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

65 Getting started CLICK HERE Section 5: ‘My reports’ for Actions Log in to BC PSLS. From the Main Menu, select Actions. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

66 Getting started Log in to BC PSLS. From the Main Menu, select Actions. Select My reports. CLICK HERE Section 5: ‘My reports’ for Actions Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

67 Choosing a report Section 5: ‘My reports’ for Actions You can now see a list of reports available to you. The report title tells you the type of report and the fields used to create it. To select a report, click on the report title. For this example, select Listing – Actions assigned to – Not completed. Type of reportFields used CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

68 Defining data Section 5: ‘My reports’ for Actions Sometimes you will need to select one or more items from dropdown lists to define report data. The lists are identical to those on the Action Form. The Assigned by field is shown here. To view the list, click on the beside the field. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

69 Defining data Section 5: ‘My reports’ for Actions Sometimes you will need to select one or more items from dropdown lists to define report data. The lists are identical to those on the Action Form. The Assigned by field is shown here. To view the list, click on the beside the field. Select your name, Rhonda Reason, from the list. CLICK HERE When working with dropdown lists, you can select more than one item by holding down the Ctrl key, then clicking on the items you want. Or, you can hold down the Shift key to choose all items between your first and last selections. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

70 Defining data Section 5: ‘My reports’ for Actions Sometimes you will need to select one or more items from dropdown lists to define report data. The lists are identical to those on the Action Form. The Assigned by field is shown here. To view the list, click on the beside the field. Select your name, Rhonda Reason, from the list. Click Add. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

71 Defining data Section 5: ‘My reports’ for Actions Sometimes you will need to select one or more items from dropdown lists to define report data. The lists are identical to those on the Action Form. The Assigned by field is shown here. To view the list, click on the beside the field. Select your name, Rhonda Reason, from the list. Click Add. Click Continue. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

72 In the ‘live’ BC PSLS application, you could export this report to Excel, print it and use it to guide your work, following up on outstanding Actions. To learn more about printing and exporting reports to Excel and PDF, please see elearning Module 3 – ‘My reports’. Viewing your report Review your report. You chose: A listing report Actions assigned but not yet completed Actions assigned by you, Rhonda Reason Section 5: ‘My reports’ for Actions Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

73 Section 6: Searches and queries Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

74 New searches CLICK HERE Section 6: Searches and queries Sometimes you will want to know about data that is not defined in My reports. You can use the searching feature in BC PSLS to define your own data. From the Main Menu, select Actions. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

75 New searches CLICK HERE Section 6: Searches and queries Sometimes you will want to know about data that is not defined in My reports. You can use the searching feature in BC PSLS to define your own data. From the Main Menu, select Actions. Select New Search. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

76 New searches Section 6: Searches and queries Your search screen is the same as the Action Form. Use the dropdown lists to define data you want to view. For this example, open the Assigned to dropdown list. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

77 New searches Section 6: Searches and queries Your search screen is the same as the Action Form. Use the dropdown lists to define data you want to view. For this example, open the Assigned to dropdown list. Select your name, Valerie Vincent, from the list. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

78 New searches Section 6: Searches and queries Your search screen is the same as the Action Form. Use the dropdown lists to define data you want to view. For this example, open the Assigned to dropdown list. Select your name, Valerie Vincent, from the list. Click Close. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

79 New searches Section 6: Searches and queries Your search screen is the same as the Action Form. Use the dropdown lists to define data you want to view. For this example, open the Assigned to dropdown list. Select your name, Valerie Vincent, from the list. Click Close. Entering the search symbol = in the Date completed field limits the search to Actions not completed.search symbol Click Search. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 5 Sectio n 6 Sectio n 7 End Sectio n 4

80 In BC PSLS ‘live’, click on any field in any Action record in the list to open and view the individual Action. You can sort the list in different ways by clicking on any of the headings in Blue text at the top of the report. New searches Section 6: Searches and queries If your search does not find any records matching your criteria, a message will be displayed. If records are found, an Actions Listing will be shown. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

81 Saving a search as a query Section 6: Searches and queries Save your New search to use again by creating a Saved query. On the Actions Listing page, select Save the current search as a query at the bottom of the page. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

82 Saving a search as a query Section 6: Searches and queries CLICK HERE Save your New search to use again by creating a Saved query. On the Actions Listing page, select Save the current search as a query at the bottom of the page. Save the query by naming it. You are the only one who can see the query, so name it something meaningful to you. Click Save. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

83 Save your New search to use again by creating a Saved query. On the Actions Listing page, select Save the current search as a query at the bottom of the page. Save the query by naming it. You are the only one who can see the query, so name it something meaningful to you. Click Save. Saving a search as a query Section 6: Searches and queries A message will confirm that your query has been saved. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

84 Searching with a saved query Section 6: Searches and queries You can find and run your search again any time by using your Saved query. From the Main Menu, select Actions. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

85 Searching with a saved query Section 6: Searches and queries You can find and run your search again any time by using your Saved query. From the Main Menu, select Events. Select Saved queries. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

86 Searching with a saved query Section 6: Searches and queries You can find and run your search again any time by using your Saved query. From the Main Menu, click on Events. Select Saved queries. Open the Query dropdown list. CLIC K HER E Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

87 Searching with a saved query Section 6: Searches and queries You can find and run your search again any time by using your Saved query. From the Main Menu, click on Events. Select Saved queries. Open the Query dropdown list. Select your saved query. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

88 Searching with a saved query Section 6: Searches and queries You can find and run your search again any time by using your Saved query. From the Main Menu, click on Events. Select Saved queries. Open the Query dropdown list. Select your saved query. Click Run query. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

89 Searching with a saved query Section 6: Searches and queries Your search results will be displayed as a list. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End In BC PSLS ‘live’, click on the numbers at the top or bottom of the list to move from page to page, or click on Next page or Previous page.

90 Section 7: Using ‘Design a report’ Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

91 Selecting data for your report Section 7: Using ‘Design a report’ From the Main Menu, select Actions. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

92 Selecting data for your report Section 7: Using ‘Design a report’ From the Main Menu, select Events. Select Design a report. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

93 Selecting data for your report Section 7: Using ‘Design a report’ First, define data for your report by running either a New search or a Saved query. For this example, use the Saved query you created earlier in this module. Start by opening the Query dropdown list. To use data from a New search, first perform the search then click on Design a report. A message will confirm that Some selection criteria have already been defined using a query by example, which means the data from your new search will be used. CLIC K HER E Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

94 Selecting data for your report Section 7: Using ‘Design a report’ First, define data for your report by running either a New search or a Saved query. For this example, use the Saved query you created earlier in this module. Start by opening the Query dropdown list. Select your saved query. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

95 Selecting a report type Section 7: Using ‘Design a report’ Next, open the Report type dropdown list. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

96 Selecting a report type Section 7: Using ‘Design a report’ Next, open the Report type dropdown list. Select the report type you want from the list. For this example, choose pie chart. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

97 Selecting report components Section 7: Using ‘Design a report’ Open the Rows dropdown list. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

98 Selecting report components Section 7: Using ‘Design a report’ Open the Rows dropdown list. Select Type from the list to identify the data elements that will be displayed as ‘slices’ of the pie. For some reports, you will also need to select a Columns value, such as date. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

99 Selecting your report components Section 7: Using ‘Design a report’ Open the Rows dropdown list. Select Type from the list to identify the data elements that will be displayed as ‘slices’ of the pie. For some reports, you will also need to select a Columns value, such as date. Click Run report. CLICK HERE Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

100 Viewing your report Section 7: Using ‘Design a report’ Review your report. You chose: Actions assigned to you and not completed (from the Saved query) A pie chart (from the Report type dropdown list) Type of Action (from the Rows dropdown list) Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

101 Congratulations! You have completed the course! You can now: Locate the Actions section of the BC PSLS Safety Learning (follow-up) form Create a new Action Assign an Action Identify and use links in messages associated with Actions Locate an existing Action attached to a Safety Event Report Locate the Actions section of the BC PSLS Main Menu List Actions Open, modify and complete Actions Search for Actions and save searches as queries Use ‘My reports’ and ‘Design a report’ for Actions to create and view reports Click hereClick here to confirm you have completed the course. Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

102 Questions? If you have questions about this course or BC PSLS, please ask your leader or manager, BC PSLS Central Office or use the information below to contact a resource in your Health Authority.BC PSLS Central Office Fraser Health (FH)Fraser Health (FH) Interior Health Authority (IHA)Interior Health Authority (IHA) Phone: (604) Voic #7851 Phone: (250) Provincial Health Services Authority (PHSA)Provincial Health Services Authority (PHSA) Vancouver Coastal Health (VCH)Vancouver Coastal Health (VCH) Phone (604) Phone: (604) Northern Health Authority (NHA) Phone (250) Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

103 BC Patient Safety & Quality Council Canadian Patient Safety Institute Safer Healthcare Now! Institute for Safe Medication Practices Canada Institute for Healthcare Improvement National Patient Safety Agency World Health Organization Patient Safety Resources For more about patient safety, check out these web sites: Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

104 Thank you! Please click here to complete a short survey about the course. Your response will be anonymous. Your feedback will help us improve the course in the future.click here Evaluation Start Sectio n 1 Sectio n 2 Sectio n 3 Sectio n 4 Sectio n 5 Sectio n 6 Sectio n 7 End

105 Questions? If you have questions about this course or BC PSLS, please ask your leader or manager, BC PSLS Central Office or use the information below to contact a resource in your Health Authority.BC PSLS Central Office Fraser Health (FH)Fraser Health (FH) Interior Health Authority (IHA)Interior Health Authority (IHA) Phone: (604) Voic #7851 Phone: (250) Provincial Health Services Authority (PHSA)Provincial Health Services Authority (PHSA) Vancouver Coastal Health (VCH)Vancouver Coastal Health (VCH) Phone (604) Phone: (604) Northern Health Authority (NHA) Phone (250)

106 Search symbols

107 Start – Title Introduction About the course Objectives Section 1: Actions overview Introducing the Actions module Actions defined Actions and user permissions Actions and confidentiality Actions and accountability Section 2: Creating a new Action Scenario Part 1 Creating a new Action Section 3: Viewing & modifying an Action Scenario Part 2 Opening an Action from an link Viewing an Action Modifying an Action Section 4: Completing an Action Scenario Part 3 Opening an Action from the Actions section Completing an Action Scenario Part 4 Opening an Action from an link Reviewing a completed Action Section 5: ‘My reports’ for Actions Introducing ‘My reports’ Getting started Choosing a report Defining data Viewing your report Section 6: Searches and queries New searches Saving a search as a query Searching with a saved query Search symbols Section 7: Using ‘Design a report’ Selecting data for your report Selecting a report type Selecting report components Viewing your report End – Course completion Questions? Resources Evaluation Course map


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