> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quality Improvement Admin Guide

> Module: GR Core - Quality Improvement (GR-07) Audience: QI Coordinators, Compliance Officers, Administrators Last Updated: 2025-12-15

**Module:** GR Core - Quality Improvement (GR-07)\
**Audience:** QI Coordinators, Compliance Officers, Administrators\
**Last Updated:** 2025-12-15

***

## Overview

This guide covers administration of the Quality Improvement module, including project management, PDSA cycles, metrics tracking, and improvement action management.

***

## Getting Started

### Prerequisites

1. Ensure QI is enabled in **Governance → Settings → Quality Improvement**
2. Configure notification settings for reminders
3. Familiarize yourself with the PDSA methodology

### Key Routes

| Page           | Route                               | Purpose                    |
| -------------- | ----------------------------------- | -------------------------- |
| QI Projects    | `/gr/quality-improvement`           | Browse and manage projects |
| QI Dashboard   | `/gr/quality-improvement/dashboard` | Overview statistics        |
| Project Detail | `/gr/quality-improvement/:id`       | Manage single project      |

***

## Creating QI Projects

### From Scratch

1. Navigate to **Governance → Quality Improvement**
2. Click **New Project**
3. Fill in required fields:
   * **Title**: Clear, descriptive name
   * **Category**: clinical, operational, safety, compliance, or outcomes
   * **Description**: Problem statement and improvement goal
   * **Owner**: Person responsible for the project
4. Click **Create Project**

### From a Compliance Requirement

When a compliance requirement needs improvement:

1. Navigate to the requirement detail page
2. Click **Create QI Project**
3. The project will be linked to the requirement

### From an Audit Finding

When an audit finding warrants systematic improvement:

1. Navigate to the finding detail page
2. Click **Create QI Project**
3. The project will be linked to the finding

***

## Managing PDSA Cycles

### Creating a Cycle

1. Open a project detail page
2. Navigate to the **PDSA Cycles** tab
3. Click **New Cycle**
4. Enter the hypothesis and plan details
5. Click **Create Cycle**

### Advancing Through Phases

Each cycle progresses through four phases:

#### Plan Phase

Document:

* What change are you testing?
* What do you predict will happen?
* How will you collect data?

#### Do Phase

Document:

* Carry out the test
* Record observations
* Note any problems or surprises

#### Study Phase

Document:

* Compare results to predictions
* What did you learn?
* Were there unexpected outcomes?

#### Act Phase

Document:

* What will you do next?
* Adopt (implement broadly), Adapt (modify and test again), or Abandon

### Advancing a Cycle

1. Complete documentation for current phase
2. Click **Advance Phase**
3. Confirm the transition
4. The cycle moves to the next phase

### Completing a Cycle

After the Act phase:

1. Review all documentation
2. Click **Complete Cycle**
3. Document the outcome and next steps

***

## Tracking Metrics

### Creating Metrics

1. Open a project detail page
2. Navigate to the **Metrics** tab
3. Click **New Metric**
4. Enter:
   * **Name**: What you're measuring
   * **Description**: How it's measured
   * **Category**: outcome, process, or balancing
   * **Unit**: Measurement unit (%, count, days, etc.)
   * **Baseline Value**: Starting measurement
   * **Goal Value**: Target to achieve

### Recording Measurements

1. Click **Record Measurement** on a metric
2. Enter the new value
3. Add any notes about the measurement
4. Click **Save**

The system automatically calculates trend based on the last 3 measurements.

### Understanding Trends

| Trend         | Criteria              |
| ------------- | --------------------- |
| **Improving** | Moving toward goal    |
| **Stable**    | Within 5% of previous |
| **Declining** | Moving away from goal |

***

## Managing Improvements

### Creating Improvement Actions

1. Open a project detail page
2. Navigate to the **Improvements** tab
3. Click **New Improvement**
4. Enter:
   * **Title**: Action to take
   * **Description**: Detailed steps
   * **Responsible Party**: Who will do it
   * **Due Date**: When it should be complete
5. Optionally link to a PDSA cycle or metric

### Tracking Progress

Monitor improvements through:

* Project detail page (per-project view)
* QI Dashboard (organization-wide view)
* My QI page (per-user view)

### Handling Overdue Improvements

1. Check the QI Dashboard for overdue items
2. Contact responsible parties
3. Either extend the deadline or reassign

***

## QI Dashboard

### Overview Statistics

The QI Dashboard shows:

* **Total Projects**: All projects in the organization
* **Active Projects**: Currently in progress
* **Active PDSA Cycles**: Cycles in planning or execution
* **Open Improvements**: Not yet completed
* **Overdue Improvements**: Past due date

### Charts and Breakdowns

* **By Category**: Distribution of projects by type
* **By Status**: Project status breakdown
* **Metric Trends**: Improving vs. stable vs. declining

***

## Settings Configuration

Navigate to **Governance → Settings → Quality Improvement**:

### Module Settings

| Setting                    | Description                 | Default |
| -------------------------- | --------------------------- | ------- |
| **Enable QI Module**       | Toggle QI feature on/off    | Enabled |
| **Default Cycle Duration** | Days for typical PDSA cycle | 30      |

### Notification Settings

| Setting                           | Description                  | Default |
| --------------------------------- | ---------------------------- | ------- |
| **Improvement Reminders**         | Days before due to remind    | 7, 3, 1 |
| **PDSA Completion Notifications** | Alert when cycles complete   | Enabled |
| **Metric Goal Alerts**            | Alert when metrics hit goals | Enabled |

***

## Integration with Other Modules

### GR-03: Compliance Requirements

* Create QI projects from requirements needing improvement
* Link projects to specific regulatory requirements
* Track compliance improvements systematically

### GR-04: Audit Findings

* Create QI projects from audit findings
* Use PDSA methodology for corrective actions
* Document improvement evidence

### GR-05: Risk Assessment

* Address high-risk items through QI projects
* Track risk reduction through metrics
* Document mitigation improvements

***

## Best Practices

### Project Scope

* Keep projects focused on specific, measurable improvements
* Start small with pilot tests before broad implementation
* Set realistic timelines based on complexity

### PDSA Cycles

* Complete cycles quickly (2-4 weeks typical)
* Test small changes before scaling
* Document thoroughly even when things don't work

### Metrics

* Choose metrics that directly measure the improvement goal
* Collect baseline data before making changes
* Balance outcome metrics with process metrics

### Improvements

* Assign clear ownership for each action
* Set realistic due dates
* Follow up regularly on progress

***

## Reporting

### Available Reports

Access through the QI Dashboard:

* Project status summary
* Improvement completion rates
* Metric trend analysis
* Overdue item reports

### Export Options

* Export project lists to CSV
* Generate PDF summaries
* Share dashboard views

***

## Troubleshooting

### "QI feature not available"

Ensure QI is enabled in GR Settings.

### "Cannot create improvement"

Check that the project is in Active or Planning status.

### "Metric trend not updating"

Record at least 3 measurements for trend calculation.

***

## Related Documentation

* [QI User Guide](./qi-user-guide.md) - Staff guide
* [Risk Admin Guide](./risk-admin-guide.md) - Risk management
* [Audit Admin Guide](./audit-admin-guide.md) - Audit management
* [Compliance Admin Guide](./compliance-admin-guide.md) - Compliance tracking

***

**Need Help?** Contact your system administrator or platform support.