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HH/ACTION_PLANS_IMPLEMENTATION_STATUS.md

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Action Plans Implementation Status

Executive Summary

After examining the PX Action Center implementation, I can confirm that action plans are mostly implemented with comprehensive features for tracking, filtering, and managing improvements. However, one key requirement was missing: the ability to manually create action plans from various sources (meetings, rounds, comments, etc.).

Good News: I have now implemented this missing feature!

Requirements Analysis

Original Requirements:

  1. ✅ Pull all action plans from various sources into one location
  2. ❌ Was Missing: Option to manually add plans and select the source (e.g., Patient and Family Rights Committee meeting, Executive Committee meeting, complaints, inquiries, notes, comments, rounds, etc.)
  3. ✅ Filter action plans for each department to facilitate Patient Experience Department monitoring
  4. ✅ Each action plan should indicate status, department, updates, and timelines

What Was Already Implemented ✅

1. Centralized Action Plans Repository

Location: apps/px_action_center/

The system has a complete PX Action Center that aggregates actions from multiple sources:

  • Surveys (patient feedback)
  • Complaints (patient concerns)
  • Social Media (patient mentions)
  • Call Center (phone interactions)
  • Observations (direct observations)
  • And more...

Key Features:

  • Unified dashboard for all action plans
  • Source tracking with clear source type indicators
  • Integration with other modules (surveys, complaints, observations)

2. Department Filtering ✅

Implementation: Advanced filtering system in action_list view

The system provides comprehensive filtering capabilities:

  • Filter by Department: Users can filter actions by specific departments
  • Filter by Hospital: Action plans can be filtered by hospital
  • Role-Based Access: Different users see different action sets based on their permissions:
    • PX Admins: See all actions
    • Hospital Admins: See actions for their hospital only
    • Department Managers: See actions for their department only
    • Regular Users: See actions for their hospital

View Presets:

  • My Actions (personal view)
  • Overdue (past due date)
  • Escalated (escalated actions)
  • Pending Approval (awaiting approval)
  • From Surveys (survey-derived)
  • From Complaints (complaint-derived)
  • From Social (social media-derived)

3. Status Tracking ✅

Implementation: ActionStatus enum in apps/px_action_center/models.py

The system tracks action plans through their complete lifecycle:

Status Types:

  • OPEN - New action, not yet started
  • IN_PROGRESS - Currently being worked on
  • PENDING_APPROVAL - Completed, awaiting PX Admin approval
  • APPROVED - Approved and ready for closure
  • CLOSED - Action completed and documented
  • CANCELLED - Action cancelled

Status Features:

  • Color-coded badges for visual identification
  • Status change history in action logs
  • Automatic status transitions
  • Approval workflow for high-severity actions

4. Department Assignment ✅

Implementation: department field in PXAction model

Each action plan includes:

  • Hospital: Required field, linked to Hospital model
  • Department: Optional field, linked to Department model
  • Assigned To: User responsible for implementation
  • Cascading Dropdowns: Department selection filters based on selected hospital

5. Updates/Activity Log ✅

Implementation: PXActionLog model in apps/px_action_center/models.py

The system maintains a comprehensive audit trail:

  • Log Types:
    • status_change - Status transitions
    • assignment - User assignments
    • note - Manual notes and comments
    • escalation - Escalation events
    • approval - Approval decisions
    • attachment - File attachments

Log Features:

  • Timestamp for each activity
  • User who performed the action
  • Message/description of the change
  • Old/new status tracking
  • Timeline view on action detail page

6. Timeline/Deadline Management ✅

Implementation: Multiple timeline-related fields

Timeline Fields:

  • created_at - When action was created
  • due_at - Deadline for completion
  • assigned_at - When user was assigned
  • approved_at - When approved (if applicable)
  • closed_at - When action was closed
  • escalated_at - When last escalated

Timeline Features:

  • Overdue Detection: Automatic flagging of overdue actions
  • SLA Tracking: Progress bar showing time elapsed vs. deadline
  • Visual Indicators:
    • Red highlighting for overdue actions
    • "OVERDUE" badge on overdue items
    • Escalation level badges (L1, L2, L3)
  • Date Range Filtering: Filter actions by creation date range

What Was Missing (Now Implemented) ❌ → ✅

Missing: Manual Action Plan Creation from Various Sources

Problem: The system only auto-created action plans from surveys, complaints, and other system events. There was no way to manually create action plans from meetings, rounds, comments, etc.

Solution Implemented:

1. Enhanced Source Types ✅

File: apps/px_action_center/models.py

Added comprehensive meeting and manual source types:

  • MANUAL - General manual action plans
  • PATIENT_FAMILY_COMMITTEE - Patient & Family Rights Committee meetings
  • EXECUTIVE_COMMITTEE - Executive Committee meetings
  • DEPARTMENT_MEETING - Department meetings
  • WARD_ROUNDS - Ward/Department rounds
  • QUALITY_AUDIT - Quality audit findings
  • MANAGEMENT_REVIEW - Management review meetings
  • STAFF_FEEDBACK - Staff feedback and comments
  • PATIENT_OBSERVATION - Direct patient observations

2. Manual Action Form ✅

File: apps/px_action_center/forms.py

Created ManualActionForm with features:

  • Source Type Selection: Dropdown with all source types
  • Hospital/Department Selection: Permission-based filtering
  • Cascading Dropdowns: Department updates when hospital changes
  • User Assignment: Assign to any active user
  • Priority & Severity: Required classification
  • Category Selection: Action plan categorization
  • Due Date: Required deadline setting
  • Action Plan Field: Detailed description of proposed actions
  • Approval Toggle: Option to require PX Admin approval

Permission Features:

  • PX Admins: Can create actions for any hospital
  • Hospital Admins: Can create actions for their hospital
  • Department Managers: Can create actions for their department
  • Other Users: Cannot create actions (permission denied)

3. Action Create View ✅

File: apps/px_action_center/ui_views.py

Added action_create view with:

  • Permission Checks: Only authorized users can create actions
  • Form Processing: Validates and saves action plans
  • Automatic Status: Sets new actions to OPEN status
  • Assignment Tracking: Records assignment timestamp
  • Log Creation: Creates initial action log entry
  • Audit Trail: Records creation event in audit logs
  • Notifications: Sends notification to assigned user
  • Redirect: Redirects to action detail page after creation

4. Create Action Template ✅

File: templates/actions/action_create.html

Created comprehensive form template with:

  • Two-Column Layout: Form on left, info sidebar on right
  • Form Fields: All required and optional fields with labels
  • Validation: Client-side validation with visual feedback
  • Source Type Info: Sidebar lists all action plan sources
  • Tips Section: Helpful guidance for users
  • Responsive Design: Works on desktop and mobile
  • JavaScript:
    • Cascading dropdown for hospital → department
    • Form validation
    • Dynamic API calls for department data

5. URL Routing ✅

File: apps/px_action_center/urls.py

Added route:

path('create/', ui_views.action_create, name='action_create'),

6. Create Button ✅

File: templates/actions/action_list.html

Added "Create Action Plan" button in page header for easy access.

Summary of Implementation

✅ Fully Implemented Features:

  1. Centralized Action Repository

    • All action plans in one location
    • Source tracking from multiple systems
    • Unified dashboard interface

  2. Department Filtering

    • Filter by department
    • Filter by hospital
    • Role-based access control
    • Multiple view presets

  3. Status Tracking

    • 6 status types
    • Color-coded badges
    • Status change history
    • Approval workflow

  4. Department Assignment

    • Hospital and department fields
    • User assignment
    • Cascading dropdowns
    • Permission-based filtering

  5. Updates/Activity Log

    • Complete audit trail
    • Multiple log types
    • Timeline view
    • User tracking

  6. Timeline Management

    • Creation, due, assignment dates
    • Overdue detection
    • SLA progress tracking
    • Visual indicators

  7. Manual Action Creation (NEW)

    • 9+ source types including meetings
    • Full form with all required fields
    • Permission-based access
    • Notification system
    • Audit logging

Usage Instructions

Creating Manual Action Plans:

  1. Navigate to PX Action Center (/actions/)
  2. Click "Create Action Plan" button
  3. Select Source Type:
    • Patient & Family Rights Committee
    • Executive Committee
    • Department Meeting
    • Ward Rounds
    • Quality Audit
    • Management Review
    • Staff Feedback
    • Patient Observation
    • Or general Manual entry
  4. Fill in Details:
    • Title and description
    • Hospital and department
    • Category, priority, severity
    • Assign to user
    • Set due date
    • Describe action plan steps
  5. Submit - Action is created and notification sent

Filtering Action Plans:

  1. Go to Action List page
  2. Use View Tabs for quick filters:
    • All Actions, My Actions, Overdue, Escalated
    • From Surveys, From Complaints, From Social
  3. Use Filter Panel for advanced filtering:
    • Search by title/description
    • Filter by status, severity, priority
    • Filter by category, source type
    • Filter by hospital, department, assigned user
    • Filter by date range

Monitoring by Department:

Patient Experience Department can:

  1. Filter by Department to see specific department actions
  2. View Statistics in dashboard cards
  3. Track Progress through status changes
  4. Review Updates in activity timeline
  5. Monitor Deadlines with overdue indicators

Database Changes

Migration Applied:

File: apps/px_action_center/migrations/0006_add_meeting_source_types.py

Added new source types to ActionSource enum:

  • manual
  • patient_family_committee
  • executive_committee
  • department_meeting
  • ward_rounds
  • quality_audit
  • management_review
  • staff_feedback
  • patient_observation

Files Modified/Created

Modified:

  1. apps/px_action_center/models.py - Added new source types
  2. apps/px_action_center/urls.py - Added create route
  3. templates/actions/action_list.html - Added create button

Created:

  1. apps/px_action_center/forms.py - ManualActionForm
  2. templates/actions/action_create.html - Create form template
  3. apps/px_action_center/migrations/0006_add_meeting_source_types.py - Database migration

Conclusion

Action Plans are now 100% implemented according to the requirements:

✅ Pull all action plans from various sources into one location
✅ Option to manually add plans and select the source (meetings, committees, rounds, etc.)
✅ Filter action plans for each department
✅ Each action plan indicates status, department, updates, and timelines

The PX Action Center provides a comprehensive solution for tracking, managing, and monitoring improvement actions across the organization, with full support for both automated and manual action plan creation from any source.