Concluding the Engagement
- Janine.Moll
After all activities and follow-up bookings (where relevant) have been completed, select ‘Conclude’
The user is then navigated to the ‘Conclude’ screen
where there is a need to amend engagement and travel duration, perform this function
An ‘Activity Summary’ field is displayed where the user can choose the following:
In Progress: a list of all activities which are pending final details before being ‘completed’.
Completed: a list of all completed activities
Complete all ‘in progress’ activities and/or edit or remove any activities
There are four (4) remaining questions for completion.
Complete the following fields:
What overall key themes were present: describe key themes identified through all activities of this engagement
Were there any incidents or issues that are relevant for case note keeping, but not to be notified to the customer?
Did you meet with the Manager for a pre or post briefing, and/or provide coaching and support to the Manager?
Choose from Yes / No
What recommendations do you make to the customer on how they can best support staff in recovery from this event: ensure that recommendations are relevant and helpful, as these are reported back to the customer
There is a final section on this page titled ‘Morale / Mood’ and a 5-point rating scale. This field is not mandatory and is not required for completion for Rapid Response engagements.
When all mandatory fields on this page are complete, select ‘Submit’
The user is then navigated to a final page
The user will note at this point that the engagement has now progressed to ‘Approve Engagement (Conclude) and is assigned to 'Rapid CSO Group’ - meaning that the Rapid Response Coordination Team are now completing administrative functions to finalise the case
Select ‘Close’
The user will be navigated back to their ‘My Work’ or ‘My Calendar’ view.
As the engagement is now completed it will no longer appear in the users ‘My Work’ basket
The user can search for the engagement via the ‘Engagement Search’ tab on the home screen
Any follow-ups associated with this engagement will appear in the ‘My Follow-Up’s' tab under ‘My Work’