Viewing All Outstanding Actions in Your Organisation

Introduction

The Actions tab in the organisation management view provides administrators with a centralized overview of all patient actions across your entire organisation. This enables you to monitor workload, track overdue tasks, and ensure timely completion of care activities.

Before You Start

• You must be an Organisation Administrator to access this feature
• Standard team members and team owners do not have access to organisation-wide action views

Steps

1. From the sidebar, click My Organisation to open the organisation management view
2. Click the Actions tab in the tab bar. You'll see a badge showing the count of overdue actions if any exist
3. The actions table displays all patient actions across your organisation with the following information:
   • Status: Visual badge showing Open, Overdue, Soon (within 24 hours), or Closed
   • Patient: Patient name, date of birth, gender, and hospital number
   • Title: The action description
   • Location: Where the patient is located
   • Assigned to: The clinician responsible for completing the action
   • Due: The due date and time for the action
4. To sort the table, click any column header (Patient, Title, Location, Assigned to, or Due). Click again to reverse the sort order
5. To view action details, click anywhere on an action row to navigate to the full action page
6. To quickly complete an action, click the checkmark icon button on the right side of the row
7. Click Click to Complete to confirm the completion
8. For additional actions, click the kebab menu (⋮) on any row to access:
   • Complete Action: Mark the action as done with notes
   • Reassign Action: Transfer the action to a different team member
   • Update Progress: Add progress notes without closing the action

Tips

• The Actions tab badge shows your overdue action count at a glance, helping you prioritize urgent tasks
• Your sort preferences and page position are automatically saved, so when you return to this view, you'll see the same arrangement
• The "Soon" status appears for actions due within the next 24 hours, giving you advance warning before tasks become overdue
• Use the quick close checkmark button for straightforward actions, but use the kebab menu's "Complete Action" option when you need to add detailed notes about the outcome
• The default view sorts actions by patient last name and displays 50 actions per page

Related Features

• My Actions: View and manage actions assigned specifically to you
• Team Actions: View actions for a specific team within your organisation
• Patient Actions: View all actions associated with an individual patient