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How do I review and close DSE concerns in WorkWize?

Quick answer: Open the Risk Task List from your admin Home page, click a number to see the concerns, and click the Status icon to work on one. Close it with Final Resolution so you can add a note.

Review and close a concern

  1. In your administrator profile, go to Home > Risk Task List. Use the filters if needed and click Apply.
  2. Click a number, such as Unresolved or High, to see those concerns.
  3. Click the icon in the Status column and read the Suggested Action.
  4. Click Add Progress Note to record progress, or Final Resolution to close the concern with a note.

Tip: Use Final Resolution rather than Resolved. Resolved closes the concern without a note, so you lose the record of how it was dealt with.

Close lots of concerns at once

Set View By to Concern, click the concern, tick the learners (or select all) and use the batch option.

Reopen a concern closed by mistake

Open the learner's training record, go to Assessments and click the number in Concern raised. Click the green tick next to the concern, then Re-open.

Something isn't working

A concern isn't on my Risk Task List

Some concerns can be resolved by the learner, and these don't appear on the list. They still show in reports such as the KPI Risk Assessment Report. Also check your filters.

I'd like different Suggested Action wording

VinciWorks Support sets this up. Email Support with the wording you'd like.

I can't find Resolved (Other) or Alternative Resolution

These are the old names for Final Resolution.

Still need help?

Email workwizesupport@vinciworks.com with the assessment name and a screenshot of what you're seeing.