Intended Audience/User Role: | Staff identifying and reporting events Staff responsible for Case Management and Continuous Quality Improvement |
Region: | All Regions |
Updated Date: | February 2026 |
From the Dashboard, users can see a high level information of their events or events relevant to them.
Notifications and tracking of Actions/ Events
A: Notifications: If notifications have been created, whether organizational or facility based, they will appear listed here. Users are notified by email.
Notifications are configured by organization system administrators, which may be different than a facility system administrator in larger organizations. Notifications can be configured based on any form field which allows each organization to design a notification system that meets its specific needs. Each facility can set up notifications for each facility as well. Notification configuration is further explained in the knowledge base article Form Settings: 10. Add New Configurations
B: Actions: Allows users to track the outstanding actions to which they are assigned.
Selection for all pending action items.
Selection for all action items on the user’s watchlist.
C: Following: Allows to track events.
Selection for all events in the user’s facility.
Selection for all events to which the user is assigned.
Searching for events with filters
D: Advanced Search: Users can search cases with several additional filters.
Search box for specific terms to narrow down the search. E.g. drug name, staff involved name
Event attribute filters.
Date created filters.
Advanced filters.
Results view and search.
View summary page for selected event.
E: Safety Reports: Users can generate data from incidents and good catches reported over a specified time frame. The top five contributing factors and categories related to events are identified and can be investigated.
Report filters.
Search button to find events based on the applied filters.
Multi-select checkboxes for events to be included in the report. Select the checkbox in the top header row to select all events.
Report generation button generates a report for the selected events.
Report name field to specify a name for the generated report.
Multi-select dropdowns for each respective question.
Free-text field. Reminder: Do not enter any PI/PHI into this field.
“Other” button allows users to enter a free-text response to supplement the selected dropdown options or provide another answer if the dropdown options are not suitable.
Download button to generate a .PDF file.