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This is a brief overview of how an incident is generally managed once a form is submitted (Simple): 

Incident Workflow (Detailed)


Who is involved?

Accessing the Incident Form

What happens at this stage?

Anyone who has access to the public link of your incident form

  • Log An Incident icon on the PolicyPlus site
  • Mobile devices
  • The incident form is submitted.
  • If you enable the Save & Return function, submitters will be able to complete their forms later.


Assigned Manager User(s)
  • To Do List on the Assurance Home Page
  • Link provided in email notification
  • The incident is approved or rejected.
  • You will be required to provide a reason for rejecting an incident.
  • Rejected incidents will still appear on your incidents register and will form part of your permenant record.
Assigned Manager User(s)
  • To Do List on the Assurance Home Page
  • Link provided in email notification
  • The incident is investigated further and closed.
  • You can link the incident to risks and other incidents.
  • You can also create and assign tasks for the incident (i.e. maintenance tasks). 


Notes:

  • Evidence Documents can be attached in all stages of incident management;
  • Anyone who is provided a link to a form may submit; and
  • Management can push the incident to another appropriate Manager user.

  • ONLY full licence users will be able to TRIAGE & MANAGE submitted forms.

  • In addition to the above forms, CompliSpace can also provide templates for External Complaints, Privacy Queries & Complaints,Report a Risk, Suggestion Box, Compliance Breach and Correct Action Requests.


Need More Help?

Contact Your Consultant Team

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If you need assistance beyond how to use a system, then your Consultant (for consulting, content, PolicyPlus or Assurance needs) or Client Learning Manager (for the Staff Learning System or CompliLearn) are your best ports of call.

You can contact your Consultant or Client Learning Manager directly or contact 1300 132 090 and ask to be put through.

Speak with Our Help Desk

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The Help Desk is staffed with Help Desk Agents who are there to help you work through issues you may be having with PolicyPlus or Assurance. You can either call the help desk for in-person support or email directly.

How to reach the Help Desk:

Learn more on CompliSpace TV

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CompliSpaceTV contains video tutorials on the administrator functions of the PolicyPlus and Assurance systems. This does require a login to access, which can be requested from the Help Desk team.

URL:http://www.complispacetv.com.au/