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Overview
An improvement register is a system used to track and document suggested improvements to a process, product, or service, and any action taken in response to the suggestion. By keeping track of suggested improvements, an improvement register can help ensure that no good ideas are lost and can also provide a useful record for future reference and analysis.
The Meshed Platform allows for the management and tracking of feedback, comments, or suggestions received from Students or Staff.
To manage this function, follow the instructions below:
- On your RTOManager, Click Admin > Improvement Register.
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Record New Case
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- To log record a new caseCase, click Add New.
- Enter information as per the form below.
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- From the dropdown menu, select your User Type e.g. Staff or student.
- Enter Staff/ student details.
- Select Category from the dropdown menu e.g. Facilities, Trainer Issues etc. If you can't find the category you are looking for, click New Category. This will allow you to type in new category.
- Enter Case detail/ information.
- From the drop down menu, select to whom this case will be escalated to. If none, choose 'not escalated"
- Enter Action taken information. (This field needs to be filled up).
- Enter Action taken to prevent reoccurrence information.
- Select applicable status of the case form the drop down menu e.g. Case open / Case closed.
- Click Record to save case.
- Case register can also be updated by clicking edit icon Image Removed which will record each entry. To delete a case, click delete icon Image Removed .
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- Fill in the Add New Case form. See the Field Descriptions table below for more information.
- Click Record to save the Case.
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Field Descriptions
Field | Description |
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Date | Displays the Current Date |
Lodged Date | Records the actual date that the case was lodged. This may be prior to the date the Case was actually recorded in the System. |
User Type | Options for the type of Case originator. Options are:
Only one option can be selected. Selection of this field will determine the Detail field that will be shown on the form. |
Staff Detail | If Staff is selected in the User Type field, the following is displayed for the Staff Role and Requested By fields. Image Added |
Student Detail | If Student is selected in the User Type field, the following is displayed for the Requested By field. Image Added Enter the Student ID and Click Get Name. Image Added |
Lodged By | Displays the current logged in User |
Category | The Category for the Case being recorded. Click New Category to type in a new Category. Click the Refresh Category? link to update drop-down list. This is a mandatory field. |
Case Detail | Description or details of the Case being recorded. This is a mandatory field. |
Escalated To | Option to select the Staff who this Case is escalated to. The Send Mail button will be displayed. Image Added Option to select Not Escalated if required. The Send Mail button will not be displayed. Image Added Click the Send Mail button to send a notification email to the selected Staff member. This is a mandatory field. |
Action Taken | Description or details of actions already taken for the Case being recorded. This is a mandatory field. |
Action Taken To Prevent Recurrence | Description or details of actions taken to prevent recurrence for the Case being recorded. |
Status | Options for status of Case being recorded. Options are:
Only one option can be selected. This is a mandatory field. |
File Attachment 1 to 6 | Upload files that are related to information being recorded in the Case |
Update Case
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This Action Icon allows for the Case information to be Updated.
Updates to the Case are shown, with dates, in the table. This provides a recorded history for the Case.
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View Attachment
Clicking on the File Attachment name as a link will download a copy for viewing.
Remove Attachment
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This Action Icon allows for the Attachment to be Deleted.
Delete Case
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This Action Icon allows for the Case to be Deleted.
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The contents of the Improvement register can be exported in an Excel Format. |
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