C6Tracker Hygiene & Pathway Completion

Purpose

How every tracker is kept clean, so the active view only ever shows work that still needs doing.

Procedure

1. When an item concludes, record the closing date and outcome on the tab.
2. Set Pathway complete = Yes. The row autofilters out of the active working view.
3. Keep the Last updated column current on every row worked. This is what stops patients being missed.
4. Zak works the master spreadsheet A–Z weekly, checking for rows where Last updated has not moved.
5. Every 6 weeks, work through each patient on the master sheet and record the annual review outcome in the annual review column.
6. Anything that has stalled without an obvious owner goes to the Daily Brief.

Fields recorded

Last updated · pathway complete (Y/N) · outcome · closing date

Notes

• The Last updated column is the safety mechanism for the whole spreadsheet system. A row that stops being updated is a patient who has stopped being looked after.

Open points

• Whether the weekly A–Z sweep and the 6-weekly review are two separate passes or one activity.

Flowchart