Software & apps · Planning worksheet

Incident dashboards: report without oversimplifying

Illustrative situation

Managers compare raw incident counts between sites with different activity levels and reporting habits.

The decision

Document what the report can and cannot establish. Use consistent categories and appropriate context chosen by the accountable team; avoid ranking safety from a simple software count.

Rehearse this before accepting the change

Change an event category after review; confirm the dashboard and history reconcile.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure classification gaps and unexplained revisions to published totals.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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