How to Update Progress on an Action

Introduction

The Update Progress feature allows you to add notes documenting the current status or outcome of an action as you work on it. This creates an audit trail of your work and keeps team members informed about progress without closing the action. You can add multiple progress updates over time and attach supporting files like photos, lab results, or documents.

Before You Start

• You must have access to view the action (either assigned to you, or part of a team you belong to)
• The action must be open (you cannot update progress on closed actions)
• No special permissions required beyond standard team member access

Steps

1. Navigate to an action using one of these methods:

   • From the sidebar, select My Actions to see actions assigned to you
   • From a patient profile, click the Actions tab to see patient-specific actions
   • From My Teams, select a team to view team actions
   • Click on an individual action to view its detail page

2. Locate the action you want to update and click the dropdown menu (three dots ⋮) next to the action

3. From the dropdown menu, select Update Progress

   • The option displays with a clipboard icon

4. A dialog box appears titled "Update progress on action [ACTION NAME] for patient [PATIENT NAME]"

   • If previous updates exist, you'll see them listed under Previous updates with timestamps and the staff member who added them
   • Each previous update shows its content and any attached files

5. In the New update field, type your progress note

   • This is a multi-line text field where you can write detailed notes
   • The field is required - you cannot submit without entering text

6. (Optional) To attach supporting files:

   • Below the text field, locate the Attachments section
   • Click the file uploader to browse and select files from your device
   • Supported file types include images (JPEG, PNG), PDFs, videos (MP4), and documents
   • You can attach multiple files
   • To remove an attachment before submitting, click the remove option next to the file

7. Click the Submit button in the bottom right of the dialog

   • The button is disabled until you enter text in the New update field
   • The button shows a loading spinner while files upload or the note is being saved
   • The dialog closes automatically when the update is successfully saved

8. Your new progress note now appears in the action's Progress updates section

   • The note displays with the current date, time, and your name
   • Any attachments you included are shown below the note content
   • Other team members can now see your update

Tips

• Document as you go: Add progress updates throughout your work on an action, not just when completing it. This helps with continuity if another staff member takes over.
• Be specific: Include relevant clinical observations, outcomes of interventions, or reasons for delays
• Use attachments effectively: Photos of wounds, lab reports, or consent forms provide important context
• Review previous updates first: Check what's already been documented before adding your note to avoid duplication
• The Submit button is your friend: It's deliberately disabled when empty to prevent accidental blank submissions
• Progress updates are permanent: You cannot edit or delete updates after submission, so review your note before clicking Submit
• Updates don't close actions: Use Update Progress for ongoing documentation. When the work is complete, use "Complete action" instead

Related Features

• How to Create an Action - Learn how to create new actions for patients
• How to Complete an Action - Learn how to mark an action as finished with an outcome
• How to Reassign an Action - Transfer action ownership to another team member