Intended Audience/User Role: | Staff responsible for Case Management and Continuous Quality Improvement |
Region: | All Regions |
Updated Date: | September 2026 |
The All Events module is the central place for tracking and managing individual events throughout their lifecycle. Appropriate stakeholders will be assigned the “All Events” module by their organization.
Opening All Events View
Users with access can click on the tile circled in red on the left-hand side to access the All Events view.
All Events View Walkthrough
A: All Events View
All: Displays all events reported for the user’s assigned facilities, which are draft, open, and closed. Case managers can view events for all events in an organization irrespective of facility access.
Drafts: Displays draft submissions which have been partially completed but not submitted.
Open: Displays all open events reported for the user’s assigned facilities.
Aging: Displays events which have been reported 30 or more days ago and have not been closed (are still open).
Saved Filters: Displays events for custom filter selections based on the user’s preference (e.g., open vs. closed, reporting facility, number of days open, etc.)
B. Filters: With the filters below, you can show relevant events in the “Saved Filters” dashboard based on selection.
Event Status: Filter by open events vs. closed, misrecorded (events which have been marked as misrecorded/deleted), or closure requested (events which have been attempted to be closed by users who are not added to a closure rule in Form Settings, e.g., head office users can only close cases, etc.)
Days Open: Filter by the number of days events are open (i.e., if more than 30/60 days), showing a historic log of events which have not been closed yet.
Facility: Filter by the reporting facility/store.
Linked Facilities: Filter by linked events, i.e., events which were reported in another store but linked to your facility/store via the Linked facilities tool in the event summary page for relevant events/events.
Event Types: Filter by various forms, i.e., incidents compared to good catches.
Workflow Stage: Filter by event stages, a way to filter by events based on their review stage, e.g., Investigation, CQI, etc.
Risk Level: Filter by the risk score/harm level assigned to an event, i.e., low to high.
Assigned To: Filter by cases assigned to specific staff members/users.
Actions: Filter by cases that have actions added and assigned to certain staff members.
(Draft event)
(Fully saved event)
C: Single event edit options
Click on the three dots on the far right-hand side of the (Go to Event button), in the All Events section (per event).
Assign: Assign the case to a team or a colleague.
Change Workflow Stage: Move the event to a different stage, e.g., investigation, undergoing review, pending safety meeting, with legal department
Download PDF: Option to download details of the event (event summary page) in .pdf format.
Close: Events should be closed when the post-event analysis is completed, and all relevant actions are done. Events must be closed for their data to be shared with regional or national databases. Events can be re-opened if needed.
Misrecord / Discard Draft: If the event is fully saved, there is an option to misrecord the event (e.g., there may be a duplicate event). The event is not deleted but removed from the data records and stored in “Misrecorded Events”. If the event is in draft stage, it can be discarded/removed by selecting the “Discard Draft" button.
Badges: Event identifiers, e.g., action due, learning point added, etc.