Workflow Maßnahme/en: Unterschied zwischen den Versionen

Aktuelle Version vom 14. April 2025, 11:32 Uhr

Rough overview of the general measure workflow

What is a measure?

A measure is usually a task to be performed once, which is created in HITGuard and assigned to a person responsible for implementation.

How can a measure be created?

Practitioners can submit new measures under My tasks > Measures, during the self assessment of a review, or during the submission or assessment of a risk/opportunity. Experts and Professionals can freely create measures, create them in the course of interviews for reviews, create them directly out of a risk or opportunity for its treatment, or create them individually or in bulk in the context of a case management dossier. Experts and Professionals can decide between freely creating a measure or creating it from a knowledge base template.

In any case, measures are set to the state "Open" by Experts or Professionals, which makes them ready for implementation.

Where does a measure's progress come from?

There are two possibilities for this: first, Experts and Professionals can request progress reports from responsibles. Second, responsibles can be enabled to proactively report their progress.

In any case, the progress must be accepted by an Expert or Professional before it can be reported anew.

Who receives an e-mail when?

Responsible:

Receives an e-mail when the measure is created or set to the state "Open" (if the setting "information mail when allocating measures" is selected).
Receives an e-mail when the deadline of a measure is reached.
Receives an e-mail when the progress of a measure is requested or the request is pulled back.
Receives an e-mail for delegated progress reports when the filled in report is returned to them.
Receives an e-mail when the progress report was edited extracurricularly by an authorized user.

Delegated to:

Receives an e-mail when they are delegated a progress report for them to fill in.
Receives an e-mail when a delegated progress report no longer needs to be filled in.

Management system responsible:

Receives an e-mail when a new measure is submitted.
Receives an e-mail when the deadline of a measure is reached, if this is configured under Measures > Settings.

Additional links

Find more on the creation of measures for Experts and Professionals here.
Find more on the submission of measures by Practitioners here.
Find more on the requesting of progress reports here.
Find more on the reporting of progress for responsible Practitioners here.

@@ Zeile 4: / Zeile 4: @@
 ====How can a measure be created?====
-Practitioners can submit new measures under My tasks > Measures or during the self assessment of a review. Experts and Professionals can freely create measures, create them in the course of interviews for reviews, create them directly out of a risk or opportunity for its treatment, or create them individually or in bulk in the context of a case management dossier. Experts and Professionals can decide between freely creating a measure or creating it from a knowledge base template.<p>In any case, measures are set to the state "Open" by Experts or Professionals, which makes them ready for implementation.
+Practitioners can submit new measures under My tasks > Measures, during the self assessment of a review, or during the submission or assessment of a risk/opportunity. Experts and Professionals can freely create measures, create them in the course of interviews for reviews, create them directly out of a risk or opportunity for its treatment, or create them individually or in bulk in the context of a case management dossier. Experts and Professionals can decide between freely creating a measure or creating it from a knowledge base template.<p>In any case, measures are set to the state "Open" by Experts or Professionals, which makes them ready for implementation.
 ====Where does a measure's progress come from?====
 There are two possibilities for this: first, Experts and Professionals can request progress reports from responsibles. Second, responsibles can be enabled to proactively report their progress.<p>In any case, the progress must be accepted by an Expert or Professional before it can be reported anew.
-<div lang="de" dir="ltr" class="mw-content-ltr">
+====Who receives an e-mail when?====
-====Wer bekommt wann ein E-Mail?====
+<b>Responsible:</b>
-<b>Verantwortlicher:</b>
+*Receives an e-mail when the measure is created or set to the state "Open" (if the setting "information mail when allocating measures" is selected).
-#Bekommt ein E-Mail, wenn die Maßnahme erstellt bzw. in den Status "Offen" versetzt wird.
+*Receives an e-mail when the deadline of a measure is reached.
-#Bekommt ein E-Mail, wenn der Fortschritt der Maßnahme angefordert oder die Anforderung zurückgerufen wird.
+*Receives an e-mail when the progress of a measure is requested or the request is pulled back.
-#Bekommt bei delegierten Fortschrittsmeldungen ein E-Mail, wenn die ausgefüllte Fortschrittsmeldung an ihn retourniert wird.
+*Receives an e-mail for delegated progress reports when the filled in report is returned to them.
-<b>Delegiert an:</b>
+*Receives an e-mail when the progress report was edited extracurricularly by an authorized user.
-#Bekommt ein E-Mail, wenn eine Fortschrittsmeldung an ihn delegiert wird, die er ausfüllen soll.
+<b>Delegated to:</b>
-<b>Managementsystemverantwortlicher:</b>
+*Receives an e-mail when they are delegated a progress report for them to fill in.
-#Bekommt ein E-Mail, wenn eine neue Maßnahme eingereicht wird.
+*Receives an e-mail when a delegated progress report no longer needs to be filled in.
-#Bekommt ein E-Mail, wenn ein Fortschritt zu einer Maßnahme gemeldet wird (auf Anfrage oder proaktiv).
+<b>Management system responsible:</b>
-#Bekommt bei entsprechender Konfiguration unter Maßnahmen > Einstellungen ein E-Mail, wenn das Fristende der Maßnahme erreicht wird.
+*Receives an e-mail when a new measure is submitted.
-</div>
+*Receives an e-mail when the deadline of a measure is reached, if this is configured under Measures > Settings.
 ====Additional links====