Reading time 3 mins

Introduction

• Persons Involved allows you to view all events where a particular User, Service User or custom list item was involved in some way. 

• Within events, you can ask questions where the answer can be selected from a list of system users, service users or any custom list you have in Radar Healthcare.

• Persons Involved allows you to select someone (or something) from one of those lists and see all the events they have been involved into any degree. 

• The results will display any event where the user or item has been selected from a drop-down list within a form.

• For example, you may wish to see a list of all the events that concern a certain service user (pulled from a custom list of service users). By selecting their name, a list will be generated of all the events where their name has been selected in a form question response as part of the event form or workflow, regardless of who created the event, or the form and question asked.

• To note - the results displayed in Persons Involved will be filtered according to your system permissions. You will only see events that you have permission to see. This means the user; service user or custom list entry might appear in other events that are not appearing on your results because you do not have permission to see the other events.

• Likewise, you will only be able to view events that involved staff members from.  
  • within your location, or         
  • within the region that your location resides in, or         
  • within the organisation as a whole    

• You won’t see events that staff from other locations outside your own have been involved in.

Using Persons Involved

• On the side panel select Event reporting > Persons involved.

• Please follow the logic rules to find the information you require.

• To start let's select the type of information we want to choose from.  These will always include your System Users (Staff member) and can also include any Custom List (please raise a ticket with Radar Healthcare to add a Custom List).

• Once your list is selected, you'll then be able to select a name from that list in the next drop-down field.

• Upon selection all the events which have involved the named individual/item will appear below.

• Please select a specific event to be taken directly to it.

• Should you wish to narrow your search further you can use the Filter option on the top right corner of the screen.

• Select specific information within the filter will reflect on the list of events involved.

• To remove the filters simply open the filter option and select Clear filters.

Persons Involved Permission

• This is a separate permission available in Access control within the Administration panel.

• Please note that to use this feature the user will also need permission to View events too.