You can view and edit actions to keep records accurate and ensure care is delivered at the right time. Reviewing action details helps you confirm what was due, who it was assigned to, and whether it was completed or missed. Editing missed actions allows you to correct schedules, record why tasks weren’t completed, and reassign work when needed.
Follow along with our video guide.
View details of an action
To view the details of an action, follow these steps:
Click Actions, or click into a resident's profile.
In the action list, locate the action you want to review.
Click View to open full details.
You’ll be able to see:
The action name.
The resident the action relates to.
The user assigned (if any).
The due date and status.
For completed actions, you’ll also see:
Who completed it.
The date and time of completion.
Whether a chart was successfully completed or an exception was recorded.
Edit a missed action schedule
If an action is repeatedly missed because it’s scheduled at an unsuitable time, you can update the schedule. For example, while the resident is out of the home or before they wake up.
To edit a schedule for a missed action, follow these steps:
Find the missed action in the list.
Click Edit.
Adjust the date, time, or frequency as required.
Enter the reason for the edit when prompted.
📌 Note: The system requires a reason to ensure an accurate audit trail.
Click Save Changes.
Mark a missed action as completed
If the action was completed but not recorded at the scheduled time, you can update the record.
To update the record, follow these steps:
Find the missed action.
Click the three dot
icon.Click Mark Completed.
Enter the reason the action wasn’t completed at the scheduled time.
Click Save Changes.
This ensures your records stay accurate and complete.
Mark an action as not required
Use this when the scheduled action is no longer relevant. For example, if a resident has been hospitalised and their daily living tasks aren’t needed today.
To mark an action as not required, follow these steps:
Locate the missed action.
Click the three dot
icon.Click Mark Not Required.
Enter the reason the action isn’t needed.
Click Save Changes.
Assign an action to a specific user
You can assign a missed action to another member of staff if they’re better placed to complete it.
To assign an action to a specific user, follow these steps:
Find the missed action.
Click the three dot
icon.Click Assign User.
Choose the staff member you want to assign the action to.
Click Save Changes.
This helps ensure the action is picked up promptly.
Flag an action as a priority
Flagging an action highlights it as needing urgent attention.
To flag an action as a priority, follow these steps:
Locate the missed action.
Click the three dot
icon.Click Flag Priority.
Click Save Changes.
Priority flags help staff identify high‑importance tasks during busy periods.
Why update missed actions?
Keeping missed actions up to date helps ensure:
There aren’t ongoing gaps in care records.
Repeatedly unsuitable schedules are corrected.
Staff can see which actions need attention.
Your audit trail remains accurate.