Configure Quality Audits

In this section, learn how to create, edit, or delete a quality audit type.

Top Buttons

Actions

• Delete - Select to delete this audit type (Note: instead of deleting, you might want to use the Active checkbox to control the visibility of this audit type.)
• Cancel - Select to leave the audit type detail view without saving any changes to the information

Done

When finished creating or modifying the audit type, click the Done button to return to the Quality tab home screen. Selecting the Done button will save your work.

Options

Active

Check the box to make the audit type active. If the box is unchecked, the audit type will not be visible in the Add dropdown on the Quality Audits tab.

Type

Select Audit from the dropdown menu.

Name

Assign a unique name for this event. This is the name that will display in the Add dropdown on the Quality Audits tab.

For

Select which of your facilities should have access to this audit type. Choose All if your audit steps and recording process are standardized across all facilities.

For Inv

Check this box if audits of this type are related to a specific item or inventory instance.

For Case Carts

Check this box if audits of this type are related to a case cart.

Item Types

Select an item type from the dropdown menu if audits of this type are specific to an item type.

• Camera
• Pack - peel packs / singles
• Power - saws, drills, batteries, etc.
• Scope - flexible and rigid
• Set
• Vendor Set - owned, consigned, and loaned

Occurs

Select where audits of this type actually take place. This is usually the location the audit is recorded as well.

For Assembly Audits

Check this box if the audits will be recorded in the Assemble Module. If this box is checked, the audit steps will show when conducting an Assembly Audit.

Audit Steps

Options

Add

Click the Add button to create a new audit step.

Delete

Remove the selected audit step from the list by clicking the Delete button.

Adding or Editing Steps

To add a new line, use the Add button. You can modify the information at any time by clicking on each field.

Step

This is the detailed instruction for each audit step. It is the process that actually takes place when conducting an audit. Make sure to be descriptive but succinct when assigning step instructions.

Catch

The catch assigned to each audit step is basically the event subtype related to each step. It is the issue that the auditor is looking for.

Catch Level

The catches or event subtypes are grouped into larger buckets. The Levels describe what could have happened if the audit was not conducted. Level types are:

• OR Infection - Failed audit means the catch could have resulted in patient infection
• OR Hurt - Audit failure means the catch could have resulted in patient injury
• OR Delay - Audit failure could have resulted in a delay to the procedure
• SPD Hurt - Failed audit means the catch could have resulted in SPD technician injury
• SPD Delay - Audit failure could have resulted in a delay to SPD processes

Prod Level Catches (Event Subtypes)

Options

Add

Click the Add button to create a new prod level catch.

Delete

Remove the selected prod level catch from the list by clicking the Delete button.

Adding or Editing Prod Level Catches

To add a new line, use the Add button. You can modify the information at any time by clicking on each field. Prod level catches are defined for use when auditing individual instruments. For example: during an assembly or tray audit, the auditor would like to record details about a specific instrument.

Prod Level Catch

This is the name of the subtype or catch. It is the event that actually occurs in the real world. Make sure to use a unique and descriptive name.

Level

The event subtypes are grouped into larger buckets. Level types are:

• OR Infection - Event resulted in or could result in patient infection
• OR Hurt - Event resulted in or could result in patient injury
• OR Delay - Event resulted in a delay to the procedure
• SPD Hurt - Event resulted in or could result in SPD technician injury
• SPD Delay - Event resulted in a delay to SPD processes