Run an event checklist
For Senior, Manager, Owner
- Open Home, Incidents & feedback, Event Checklists.
- Falls and medication errors start their own checklist when they’re logged on Incidents & Learning. For anything else, tap Record an event and fill in the resident’s initials and what happened.
- Open the checklist with Start. Each section is due a set number of days from the event.
- Answer each item Done, or N/A where it didn’t apply. Tap Mark complete when everything is answered.
- Started one by mistake? A Manager or the Owner taps Delete this checklist, then taps it again to confirm.
The root cause analysis after a serious incident is listed here too. Every checklist counts its days from when the event happened.
When it’s done
Each item shows Done or N/A, and the checklist leaves All open once it’s marked complete.
If it doesn’t work
- An item says Late: its section is past its due date. Do it now and mark it Done.
- There’s no Delete this checklist: only a Manager or the Owner can delete one.
- Staff can’t open Event Checklists: ask a Senior.