Record and Update Improvements – Centro ASSIST Support Portal

This help article is split into six sections. Click the links below to navigate to the relevant section:

Applicable to	Centro QMS, Centro KMS
NOT applicable to	Centro ESSENTIALS, QMS Starter

Using the Report & Improve feature, users can record, update and view information about different types of improvements within their organisation.

IMPORTANT

Only users that are allocated Incident and Improvement Manager OR Administrator/Model Administrator permissions can create, edit and delete improvements in the system. Permissions can be changed by going to People > Users. For more information, please see Manage Users.

The steps built into improvement reporting and management are as follows:

Users will report an improvement using a standard improvement report form.
Users can then open the improvement within the improvement register and review or update the details provided.
Users then update the appropriate fields in the Actions section of the form to track the progress of the improvement and close the improvement.
If required, improvement register data is exported to Microsoft Excel for further analysis and reporting.

Each step is described in more detail below.

1.Record improvements

1. Access Home > Report & Improve.

2. Click Open

3. Click Add New Improvement.

3. Complete the improvement form. Fields marked with a red arrow are required. All other fields are optional.

Field	Description
Improvement name	The name of the improvement.
Description	Description of the improvement.
Issue/problem identified	The core problems identified that have resulted in the need for an improvement.
Originating activities	Any incidents, complaints, feedback, risks or audits that prompted the improvement.
Category	The type of improvement. See a list of categories below: Document review Policy review Process review System review Communication/consultation New Initiative Repair/maintenance Service/product review Staff training/development
Business Unit	The area of the organisation to which the improvement relates (e.g. Sydney Office)
When improvement identified	The date and time on which the improvement was identified.
Helpful material	Any photos, evidence or material that will provide additional information about the improvement.

4. Click Save.

2.Update improvement information

1. Access Home > Report & Improve.

2. Click Open.

3. Double click the improvement you want to update.

4. Click Edit and make all required changes.

5. Click Save.

3. Update improvement progress

Once the initial details of the improvement have been reviewed and updated, the manager can complete the Actions section in the improvement report form.

Some of the fields in the Actions section appear as columns of data within the improvement register, which allows the manager to track and close the improvement.

Field	Description
Status	The progress status of the improvement.
Priority	The priority status of the improvement.
Position responsible	The position holder that is responsible for managing the improvement.
Start on	The date on which improvement management is to begin.
Complete by	The date by which the improvement must be actioned.
Actions taken	Any actions taken to design and implement the improvement.
Outcome	The results, achievements and impacts associated with the improvement.
Comments	Any additional comments, details and explanations.
Relevant Policy/Regulation	Policies or regulations related to the improvement.
Closed on	Date and time on which the improvement activities were completed.
Closing comments	Any final comments.
Resolution approved by	For users with positions in the system, the position that approved the resolution.

4. View and use improvement register

The improvement register is an important tool for managers to track and close improvements. Selected improvements can be exported to Excel for further analysis and reporting as described below.

View improvement register

Use the filtering options on the top ribbon to view and search improvements.

Filter	Description
Improvement	Improvement title.
Category	Improvement category.
Business Unit	Business Unit responsible for the improvement.
Responsibility of	The person responsible for undertaking the improvement.
Identified on	The date on which the improvement was identified.
Closed on	The date on which the improvement was closed.
Priority	Priority of the improvement.
Status	Status of the improvement.

In addition, you can use the options above the search ribbon to view current and archived improvements.

Current view shows the improvements that are currently being managed.
Archive view shows improvements that have a status of Completed or Cancelled.
All shows both current and archived items.

Download improvement register

1. Access Home > Report & Improve.

2. Click Open.

3. If required, filter and select the content you want to download.

Tip

To download multiple (but not all) items, hold down Ctrl, click once on each relevant item and click Download.

For example, if you want to download improvements from a specific category, write the name of the category in the Category search bar, hold down Ctrl and select the relevant improvements.

4. Click Download.