Additional buttons are available to Safety Managers at the bottom of the page during the Classify phase.
Publish – The ability to publish this safety case, if a case is assessed as an MOR this button will be ‘blue’ in colour and have an ‘orange’ indicator. For non-MOR cases the button can still be utilised but will ‘white’ in colour.
1. Click on the ‘Publish’ button, this displays the narrative of the safety case (copied from the description box in the capture phase). You are able to publish a safety case prior to the investigation phase if required. If publishing after the investigate phase has been completed there will be selectable areas for the Investigation Actions and Investigation Findings as well as an area for Safety Managers comments to be entered.
These areas can be expanded / collapsed by clicking on the arrow next to the appropriate heading.
Within the Investigation Actions and the Investigation Findings areas there are two text boxes.
Internal – the investigation written from an internal perspective.
To be Published – This is the area that is published to the Regulators, you can remove any names for confidentiality reasons from this report
You can copy the internal notes to the To Be Published area via the 'Copy All' button, you are also able to free type or copy all and make slight adjustments in the To Be Published section, such as removing any names.
To Copy all data
1. Click on the Investigation Actions area to expand it
2. Click on the ‘Copy All’ button
3. Click on the ‘OK’ in the on-screen prompt this will copy the information across to the ‘to be published’ area)
To Copy and amend data
1. Click on the Investigation Actions area to expand it.
2. Click on the ‘Copy All’ button
3. Click on the ‘OK’ in the on-screen prompt this will copy the information across to the ‘to be published’ area)
4. Click on the area ‘To be Published’
5. Make the amendments as required.
6. Click on the ‘Save’ button
Follow the same process for the investigation findings area. Alternatively, you can type without copying the information by simply clicking on the area to be published, entering the required information, and clicking on the ‘Save’ button.
The Safety Manager can also enter in comments under the Safety Manager Comments area by clicking on the ‘Edit’ button, entering any required information and clicking on the ‘Save’ button.
There is also an Export function where this case can be downloaded or sent as E-mail.
Publishing the case - You can publish the case at any stage from classify onwards. If you have completed the investigation phase and any additional phases it will contain more detailed information.
1. Click on the ‘Publish’ button.
2. Click on the ‘Publish Case’ button.
If you have amended any information to be published from the investigation phase a warning box will make you aware of this.
3. Click on the ‘Continue’ button.
4. You can then select which Regulator you would like to publish your case to, simply click on the checkbox next to their name (if a Regulator does not appear please contact Centrik)
As well as selecting a Regulator you can choose to publish to Centrik Contacts (those individuals who are within your Contacts module) and External Contacts (those individuals not within your contacts module). When selecting a checkbox there is a preview message provided.
5. Once all the checkboxes required are selected under the Report Status area there is an option to select ‘Open’ or ‘Closed’ check box, this denotes the status of the safety case (‘Open’ the case is still being investigated or ‘Closed’ the case has been closed)
6. Once all areas have been completed clicking the ‘Publish Case’ button will publish this case to those selected via the checkbox
A publish history is displayed alongside downloadable options