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Tick off an Action with several things to do

For Staff, Senior, Manager, Owner

  1. Open the Action. When a check finds two or more things to put right, it raises one Action with a line for each, under Things to do.
  2. When a line is done, tick its box. It shows who ticked it and when. Ticked the wrong one? Tap it again to take your tick back.
  3. If a line was raised in error, tap Raised in error?, say why, then tap Cancel this line.
  4. When the last line is ticked or cancelled, the Action goes to be checked by itself. There’s nothing else to submit.

When it’s done

The count goes up, for example 1 of 3 done. After the last line, the Action moves to Done, needs checking.

If it doesn’t work

  • A box won’t tick: the line is someone else’s. Its owner, the Action’s owner or a Manager can tick it.
  • Raised in error? isn’t there: only the Action’s owner or a Manager can cancel a line.
  • A line says Sent back: whoever checked it wants it done again, and their note says why. Tick it when it’s sorted.
An Action with three things to do, each with its own tick box.
CareRecorda · For CQC-registered care homes in England
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