Policies & Procedures Issues Examined

Created by Ben Fredricks, Modified on Sat, Dec 28, 2024 at 9:38 PM by Ben Fredricks

Related to Product: SectyrHub 340B

Applies to: Service Providers, System Users, Covered Entity Users

Description: This article explains the ways in which issues are represented within the policies & procedures workflows accessed from the covered entity level.

Issues are created based on rules-based logic built into the solution. Issues can be related to missing coverage regarding a requirement workflow, or they can be specific to a workscreen.

The following table lists out all issues you may encounter regarding policies and procedures:

Issue Name	Where it is Found (when present)	Cause and Resolution
Missing Coverage	Policies & procedures listing page > Missing Coverage table	When a policy requirement/expectation is not covered within an active policies & procedures workscreen, an issue is created. The solution will require that each requirement/expectation (A-N) has coverage within an active workscreen. To resolve this issue, indicate what coverage is included with each workscreen using the checkboxes. This may require the creation of additional workscreen(s).
Draft Documents Exist	Policies & procedures listing page > workscreens table > right column, workscreen-specific	When a document is left in a draft state, an issue is created to prompt users to get the document to a finalized state. If the document is complete and operationalized, update the status to Final. If a new version of the document is needed, update as necessary and mark as Final once complete.
No Document Marked as Original	Policies & procedures listing page > workscreens table > right column, workscreen-specific	When no documents are marked as Original (meaning the original document rather than an amendment), an issue is created. Each policies & procedures workscreen will require a document labeled as Original Final.
Requires Review	Policies & procedures listing page > workscreens table > right column, workscreen-specific	When the review date is within 60 days, an issue will be created and displayed in yellow, indicating that it needs attention. When the review date has passed, the issue will display in red, indicating that the review is past due. The review date is entered manually to ensure that the workscreen is reviewed at necessary intervals. Once the workscreen and document are reviewed and determined to be in good standing, update the next review date.

Please note that issues specific to an archived workscreen will not be included in the deficiency accounts on the dashboards or digest.

Please open a ticket if you have any additional questions or concerns. We're happy to help.

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