Software & apps · Planning worksheet

Incident forms: collect a usable initial report

Illustrative situation

Staff avoid an incident form because it asks for investigation detail they cannot know at submission.

The decision

Separate an initial factual report from later investigation. Your organisation's responsible leads should define required information and escalation arrangements for its actual setting.

Rehearse this before accepting the change

Submit an incomplete fictional account; the system should preserve it without inventing missing facts.

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 abandoned forms and reports returned for essential clarification.

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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