Inclusion - Wellbeing Concerns Log

Introduction

Wellbeing concerns raised against a learner are recorded and tracked in the Wellbeing Concern Log. Each concern, along with the actions taken to address it and its eventual resolution, is held in a single place, replacing scattered emails and side conversations. This makes it easy to see the full history of a concern and to demonstrate that it was followed through to a close.

User Roles

  • Trainer – can access the concern log for learners they have access to, either as primary or secondary trainer. 
  • Inclusion Admin – can access the concern log for learners they already have visibility of.

 

How to: Access Concerns

  1. Open a Learners record. 
  2. Click the 'Inclusion' navigation item
  3. Select 'Wellbeing' 
  4. Here you will see the concern log. 

 

Concerns can be filtered on the following information: 

  • Status - open, closed or all. 
  • Severity - Low, medium, high or all. 
  • Outstanding Actions - true or false

How to: Add a Concern

  1. On the Inclusion tab, click 'Add Concern'. 

       2. Fill in the concern form. 

       3. Click 'Add Concern'

Once the concern is added, you will see an Open concern banner at the top of that Learners page in Bud: 

How to: Add, edit and complete actions for a concern

Once a concern has been added, you can add actions to it. Actions provide you the ability to track everything done for the learner regarding that concern, and gives others a place to see what is outstanding. 

Adding Actions

  1. Click 'Add Action'

     2. Enter a 'Due date', and 'Action' details

     3. Click 'Add Action'

Complete Actions

To complete an action, click the checkbox at the start of the action detail: 

 

Edit Actions

To edit an action, click the edit icon at the end of each action: 

 

How to: Close a concern

Once all actions for a concern are completed, the concern can be closed. 

  1. Ensure all Actions are complete. 
  2. Click the concern menu item. 
  3. Click 'Close Concern' 

 

Bud Recommends

  • Log a concern as soon as it's raised, rather than waiting until more information is available
  • Record as much detail as possible against the concern, so anyone reviewing it later has the full picture
  • Before a learner shares sensitive information, explain to them what will happen with it and where it will be recorded

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