Incident Corrective Actions Report

The Incident Corrective Actions Report request screen allows users to request a report that contains corrective actions sorted by Incident ID and type of corrective action.

 

Notes:

  • This report is only accessible for ODP-ID/A, ODP-BSASP, and OLTL users.

  • If multiple versions of a document were created over the course of the incident/complaint life cycle, this report will only show information as of the most recent version. For example, if the final section was not approved during management review, and another final section had to be created, only information from the most recent final section will be used for reporting purposes. Another example is if the primary category was changed between the first section and the final section, this report would show the primary category as it was entered in the final section.

  • The only available format for this report output is Microsoft Excel (.xls).

  • If the discovery or occurrence date range exceeds 6 months and neither a provider nor an individual is selected, the report request will be processed offline and saved to the user's Report Inbox.

  • If the discovery or occurrence date range exceeds 12 months (even if a provider or an individual is selected), the report request will be processed offline and saved to the user's Report Inbox.

  • Options available within each drop-down list are dependent on the scope and roles of the logged in user. Some dropdown-list will not be populated until a value from a dependent drop-down list is selected.

  • When providers or State Centers (ODP-ID/A only) navigate to this screen, their MPI number will default for this search criteria (however their service location ID will not be defaulted).

  • Only service locations which have been active within the past 365 days (based on the service location end date) will be available for selection.

  • The default sort order for this report is by Incident ID from smallest to largest and then by Type of Corrective Action.

 

 

Field Name

Field Description

Program Office

 Select the Program Office for which to retrieve data. This field is populated based on the logged in user’s scope. A Program Office must be selected in order to populate a number of the other fields.

Discovery From Date

Select the beginning date for the date range when the incidents were discovered or reported.

Discovery To Date

Select the end date of the date range when the incidents were discovered or reported.

Occurrence From Date

 Select the beginning date for the date range when the incident or complaint occurred.

Occurrence To Date

 Select the end date for the date range when the incident or complaint occurred.

Type

 Select the type(s) of incidents to filter the report. This field is populated based on the Program Office and incident/complaint drop-down values selected.

Status

Select the type of incident status to filter the report (Open, Closed, Open or Closed, Deleted).

 

Note: Users will only be able to view and select the "Deleted" status if they have the correct role permissions to do so

Primary Category

 Select the primary category(ies) to filter the report. This list is populated based on the Program Office and incident type selected.

Secondary Category

 Select the secondary category(ies) to filter the report. This list is populated based on the Program Office, incident type, and primary category selected.

Region

 Select which Region(s) to include in this report. (ODP-ID/A and ODP-BSASP only)

County

 Select which County(ies) to include in this report. This applies to the residential county/service location county associated with the incident.

Waiver/Program

 Select the Waiver(s)/Program(s) to include in this report. This list is populated based on the Program Office and incident type selected.

Corrective Action Type

 Select which Corrective Action Type(s) to include in this report.

Include State Center Incidents

 Check the box to include only state center incidents in the report. (ODP-ID/A only)

Include Individuals without MCI

 Check the box to include individuals without MCIs in the report. (ODP-ID/A only)

[SEARCH INDIVIDUALS]

 Click [SEARCH INDIVIDUALS] to search for and select an individual for which you wish to view incident data.

[SEARCH PROVIDERS]

 Click [SEARCH PROVIDERS] to search for and select a provider/service location for which you wish to view incident data.

User Label

 Enter a unique label for the report when requesting offline reports. This label will be used to identify the report in the Reports Inbox.

Request Report Offline

 Select this checkbox to request that the report be processed offline and saved to the user's Report Inbox, regardless of other parameters selected.

[RESET]

 Click this button to clear the report parameters and re-enter the values.

[SUBMIT]

 Click this button to run the report.