Record and update improvements
Using the Report & Improve feature, users can record, update and view information about different types of improvements within their organisation.
Important
Only users that are allocated Incident and Improvement Manager OR Administrator/Model Administrator permissions can create, edit and delete improvements in the system. Permissions can be changed by going to People > Users. For more information, please see Manage Users.
The steps built into improvement reporting and management are as follows:
- Users will report an improvement using a standard improvement report form.
- Users can then open the improvement within the improvement register and review or update the details provided.
- Users then update the appropriate fields in the Actions section of the form to track the progress of the improvement and close the improvement.
- If required, improvement register data is exported to Microsoft Excel for further analysis and reporting.
Each step is described in more detail below.
Record improvements
Field | Description |
|---|---|
Improvement name | The name of the improvement. |
Description | Description of the improvement. |
Issue/problem identified | The core problems identified that have resulted in the need for an improvement. |
Originating activities | Any incidents, complaints, feedback, risks or audits that prompted the improvement. |
Category | The type of improvement. |
Business Unit | The area of the organisation to which the improvement relates (e.g. Sydney Office). |
When improvement identified | The date and time on which the improvement was identified. |
Helpful material | Any photos, evidence or material that will provide additional information about the improvement. |
Update improvement information
Update improvement progress
Once the initial details of the improvement have been reviewed and updated, the manager can complete the Actions section in the improvement report form.
Some of the fields in the Actions section appear as columns of data within the improvement register, which allows the manager to track and close the improvement.
Field | Description |
|---|---|
Status | The progress status of the improvement. |
Priority | The priority status of the improvement. |
Position responsible | The position holder that is responsible for managing the improvement. |
Start on | The date on which improvement management is to begin. |
Complete by | The date by which the improvement must be actioned. |
Actions taken | Any actions taken to design and implement the improvement. |
Outcome | The results, achievements and impacts associated with the improvement. |
Comments | Any additional comments, details and explanations. |
Relevant Policy/Regulation | Policies or regulations related to the improvement |
Closed on | Date and time on which the improvement activities were completed. |
Closing comments | Any final comments. |
Resolution approved by | For users with positions in the system, the position that approved the resolution. |
View and use improvement register
The improvement register is an important tool for managers to track and close improvements. Selected improvements can be exported to Excel for further analysis and reporting as described below.
View improvement register
Use the filtering options on the top ribbon to view and search improvements.
Filter | Description |
|---|---|
Improvement | Improvement title. |
Category | Improvement category. |
Business Unit | Business Unit responsible for the improvement. |
Responsibility of | Title of the news item that will appear in the Home tab. |
Identified on | The date on which the improvement was identified. |
Closed on | The date on which the improvement was closed. |
Priority | Priority of the improvement. |
Status | Status of the improvement. |
In addition, you can use the options above the search ribbon to view current and archived improvements.
- Current view shows the improvements that are currently being managed.
- Archive view shows improvements that have a status of Completed or Cancelled.
- All shows both current and archived items.
Download improvement Register
Tip
To download multiple (but not all) items, hold down Ctrl, click once on each relevant item and click Download.
For example, if you want to download improvements from a specific category, write the name of the category in the Category search bar, hold down Ctrl and select the relevant improvements.
