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Find and filter Actions

For Manager, Owner

  1. Open Actions. They’re grouped by where each one has got to: Waiting to be allocated, In hand, Done, needs checking, Checked, needs sign-off, Did it work? and Closed.
  2. Use Owner to see one person’s, or Me for yours.
  3. Tap Open on any Action to see it in full.

When it’s done

The board shows only the Actions you filtered for.

If it doesn’t work

  • An Action has gone: it may be closed or cancelled. Look under Closed.
  • The board is empty after filtering: set Owner back to everyone.
The Actions board, grouped by stage.
CareRecorda · For CQC-registered care homes in England
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