Automated RLDatix Corrective Action Sign-Offs
Every Monday, WebRun opens RLDatix, finds corrective actions nearing their target completion date, emails the assigned owner through Outlook to request sign-off, and posts the safety manager a Slack digest of everything still awaiting sign-off.
How do I get corrective actions signed off on time?
Every Monday, WebRun opens RLDatix, finds corrective actions nearing their target completion date, and emails the assigned owner through Outlook to request sign-off, naming the action and linking back to the record. It then posts your safety manager a Slack digest of what's still awaiting sign-off, so nothing closes out unconfirmed.
- Action owners get a sign-off request before the target date passes
- The safety manager sees every open sign-off in one weekly Slack digest
- No corrective action closes out without an owner's confirmation
Built for patient safety officers · department managers · quality improvement teams · safety directors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.rldatix.comin a real browser with your saved login - no setup, no API keys. -
1
RLDatix - find actions nearing sign-off
rldatix.com
WebRun opens RLDatix to find actions nearing sign-off. - Open RLDatix RLD360 and filter corrective actions to open
- Capture the owner and target completion date for each
- Separate actions due within 7 days from ones already overdue
Done when Every open corrective action is listed with its owner and target date.
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2
Outlook - request sign-off from the owner
microsoft.com
WebRun opens Outlook to request sign-off from the owner. - Draft and send a sign-off request email to each action's owner through Outlook
- Name the specific action and link back to the RLDatix record
- Ask the owner to confirm completion or explain the delay
Done when Every action nearing its target date has a sign-off request out to its owner.
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3
Slack - digest what's still open
slack.com
WebRun opens Slack to digest what's still open. - Post the safety manager a weekly digest of actions still awaiting sign-off
- Put overdue actions at the top
- Note which owners have already responded
Done when The safety manager has this week's open sign-off list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it close the action out on its own?
No. It only requests sign-off by email and reports the response. Someone on your team still marks the action complete in RLDatix.
What if the owner needs more time?
The request asks them to confirm completion or explain the delay, and either reply shows up in the safety manager's Slack digest so nothing is assumed done.
Will it nag owners every single day?
No. Requests go out weekly, on Monday, so owners get a steady reminder rather than daily noise.
Related templates
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