You can manage actions in two locations: the Actions tab and the resident tab. Both provide an overview of missed, overdue, current, upcoming, and completed actions at the assigned facility.
Follow along with our video guide.
Action types
Actions are grouped into clear categories so you can quickly understand what needs attention:
Missed actions: These were scheduled for yesterday but weren’t completed and don’t have a valid exception recorded.
Overdue actions: These should’ve been completed today but are more than two hours late with no recorded information or exception.
Current actions: These need completing within the last two hours or are due within the next two hours.
Upcoming actions: These are scheduled for later today, more than two hours in the future.
Completed action: These have been finished and recorded in the system.
Filter and search actions
You can use several filters to narrow down the actions list and find exactly what you’re looking for.
You can filter by:
Keyword: Search by terms within the action name.
Priority: Filter by the priority set in the mobile point of care application.
Resident: View actions for individual residents.
Status: Such as missed, overdue, current, upcoming, or completed.
Assigned staff: Find actions linked to a specific team member.
You can also use date and time filters to view actions for a particular period, helping with shift handovers and daily reviews.
Assign actions to staff
Actions can be allocated in two ways:
By role: Assign actions to groups of staff with specific responsibilities.
Individually: Allocate tasks directly to a particular staff member through the mobile app.
Assigning actions ensures accountability and supports smooth workflow across the care team.