Review Forms within a Case Record

Once you have clicked Open for the elevant case record you will see all the reviews assigned to that case. 

Use the Review Form information to identify the relevant review form you wish to access.

Started

This is the date that the review form was first saved.

Status

A review form status can be one of three stages.  

Not Started - this means that the review form has not had data entered or saved

In Progress - this means that review data has been entered and saved into the review form but further data can still be added

Closed - this means that it is deemed all review data has been entered and no further input is required

 - This indicates that the review form is a priority review (priority reviews will always appear at the top of the review table of a case record)

Scores

This is shows the standard scoring questions and the answers selected for them

Action Buttons

View - this will open the review form and show you the answers provided to the review form questions only, you will not be able to edit the information

Edit - this will open the review form and enable the user to complete/edit the answers to the questions

Complete - once the review process has been finished for this case and review it can be closed by clicking the Complete button (it is possible to reopen the review should it be necessary)

Navigating a Review

Some review forms contain several tabs, these can be navigated using either the tab name or the previous/next section buttons at the bottom of each tab.

Please note:  Multiple selection lists (the answer fields which show as dark grey fill) - when clicking Select All, the Unanswered option will appear selected until you click save or switch tab, when you go back into the selection list Select All and Unanswered are automatically deselected.

Saving a Review

When you make changes to a review form a yellow banner will appear around the form borders.  If a form contains more than one tab when you change tabs auto-saving will be performed. 

In addition to the switching tabs saving, each review has a three save buttons

• Save - this will save any changes you have made and remain on the same tab of the review form.
• Save and Exit - this will save any changes made and return to the review summary table of the case record
• Save and Complete - this will save any changes made, return to the review summary table of the case record and change the status of the form to Complete instead of Not Started/In Progress

Reports

Information on the reports available within the system can be found at Reports