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Give an Action an owner, or move it on

For Manager, Owner

  1. Open the Action. A new one shows Give this to someone.
  2. Under Who’s doing it, pick a person or a role. Set the priority and Due by.
  3. Tap Allocate it.
  4. To move it to someone else later, tap Reallocate on the Action, pick them and confirm. Change due date moves the date.

When it’s done

It says Allocated, and the Action moves to In hand with its owner and date.

If it doesn’t work

  • There’s no Give this to someone: it already has an owner. Use Reallocate.
  • It asks why the priority is lower than usual: say why, or pick the usual priority.
An Action waiting for an owner, with Allocate it.
CareRecorda · For CQC-registered care homes in England
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