Intended Audience/User Role: | Staff identifying and reporting events Staff responsible for Case Management and Continuous Quality Improvement |
Region: | All Regions |
Updated Date: | September 2026 |
From the Dashboard, users can see high-level information about the 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 users to track events.
Selection for all events in the user’s facility.
Selection for all events to which the user is assigned.
Data Integrations
D. Data Integrations: Applicable to organizations that have events which integrate and send to a third party, e.g., NIDR for Canada, LFPSE for UK, CAMER for US (California), etc.
Pending: Events that are in the process of sending.
Failed: Events that have failed to send, e.g., with mandatory fields missing, etc. Reasons as to why the event failed to send will show in this view.
Successful: Events which successfully sent.
Misrecorded: Events that are misrecorded and not sent as part of the integration.
Manual Queue: Events that are manually sent instead of auto-sending via the integration, e.g., events that failed and were then resubmitted.
E. CQI Meetings: Users can access the CQI (Continuous Quality Improvement) meetings view by clicking this tab. See “CQI Meetings Steps” for further details.