Find, Edit or Complete a Full Story Review Task

Review Tasks, *aka* Story needs to be reviewed, is a PeopleSafe generated task, created when a person has told a story using Tell Full Story from a web browser. These tasks are given to users with PeopleSafe Coordinator and Manage Users security clearance. Anyone who is given the task can complete the review however you will have your own internal process on who does Story Reviews.

If you've been sent an email about a Story Review Task, or simply want to see all your Story Review Tasks, you can find your tasks, edit or complete them in PeopleSafe using your web browser. 

Story Reviews are a really important part of the Tell Your Story® process and should be completed as part of the risk management process in your Organisation. 

In this article

Find a Story Review Task

There are a couple of different ways to find Story Review Tasks. You can find them using:

The Email you received from PeopleSafe Notifications 

The link in the email you received from PeopleSafe will take you directly to the task in PeopleSafe.

  1. Open the email you received from PeopleSafe Notifications, it will have the Subject: Full Story- [Name] shared a Full Story in [Organisation Name].
  2. Click the link in the body of the email, this will normally open the task in your web browser.
  3. Login to PeopleSafe of you're not already.

Your Task list

Find the task you want to review from your task list.

  1. Click the Tasks icon in the top menu bar.  
  2. Scroll or use the Smart-list to find the task you want to open, then click View to see full details. 

The Stories Dashboard

If you've got PeopleSafe Coordinator or Manage Users security clearance you can also find the task from your Stories dashboard.

  1. Click Stories in the top menu bar.
  2. Click Full Stories Needing Review.
  3. Scroll or use the Smart-list to find the Task you want to see, click View to see full details.

If you can't find the Story Review Task

  • Check the filters on your task list to make sure under My Tasks/All Tasks: All Tasks is selected and under Status: All is selected.
  • Narrow the search by entering Review into the search field to see all Full Story Review Tasks.
  • Check with your Manager or PeopleSafe Coordinator that they have given you access to the Story Review Task.  (Your name needs to be selected under: Give to these People).

Tip

You can read the details of the full story that has been told from the Story Review Task before you review it. 

  1. Go to the Story Review Task you want to read.
  2. Under Optional Details, click the link to the right of Story: Unreviewed Story...

Edit a Story Review Task 

There are two ways to get to the edit screen of a Story Review Task. You can edit from: 

The Smart-list in Tasks (Story only) ToDo screen

  1. In the Action Column, use the drop-down menu to either: 
    • Click View to see the task before you edit it, then click the Options menu in the top right, click Edit, or
    • Hover over the View button and click Edit to go straight to the edit screen.
  2. Make your changes. 
  3. Click Save, to save your changes or click Cancel if you don't wish to save them.

The Story Review Task screen

  1. Click the Options menu, in the top right of the task screen.
  2. Click Edit.
  3. Make your changes. 
  4. Click Save, to save your changes or click Cancel if you don't wish to save them.

Complete a Story Review Task

Completing a Story Review Task requires you to complete the review process for that Story. The Task will be completed automatically when you arrive at the end screen of the review process.

  1. Go to the Story Review Task you want to complete. 
  2. Click Review
  3. Read through the Full Story Review process and look at any attachments that may  have been added to the original story. You'll see these must be downloaded and saved if you want to refer to them during the review process.
  4. Click Start, in the bottom right.
  5. Add and update the questions throughout the Story Review process. The details should reflect what you know now.
  6. Identify any specific risks that were involved as part of the story. 
  7. Once completed (the Story Review process), the Task will be automatically completed. 
  8. You have the option to add Notes and Attach files or add Tasks at the Review Complete screen.

Note: The original story record is unchanged by a review. A review creates a new record that includes any extra details.  You'll be able to see any attachments that were added to the original story at the completion of the review.   If you have successfully completed the Review, the Story list should show a number assigned to it (rather than "New") and the Review link will disappear, and the now-reviewed Story will also contain a link back to the original.

The Review Task should also be automatically marked Completed when the Review is done. To complete the task that relates to the Story Review, it  must be reviewed by someone listed in the task under  ' Give to these People'. 

Tip

If you're attaching a file with Video footage it must be no larger than 64MB  

More about Story Reviews

  • A Review of the Full Story is a step-by-step process that you will follow to check details and make sure that everything is being done to keep people safe at work.
  • Story Review Tasks are created and notifications are sent every time someone in your Organisation uses the Tell Full Story feature that is part of the Tell Your Story® Process
  • PeopleSafe has a fixed review process that you will need to follow while doing the review. 
  • Completing Story Review Tasks is an important part of the risk management process in any Organisation.
  • If you have several reviews to do, ONLY complete them one Review at a time. Don't attempt to do multiple reviews by having several tabs open at once. This can cause data to get 'scrambled' in your Web browser.
  • When you receive a Story Review Task you'll need to follow any internal processes for completing a Story Review Task set by your Organisation.
  • When multiple people get the same Story Review Task you'll need to decide who is responsible for completing it following your Organisations' process.
  • You can manually add tasks for your team at the end of the review process.
  • If you forget to add a task to a story you can go back and add it later. Go to the Story record, select Options > Add Task.
  • You can't add a new person to a story during the review. If you want to add another injury to the story you need to add another Injury Story for the person who is injured.
  • At the end of the Review process further tasks and notifications may be created. 
  • If a new risk appears 'serious' further tasks and notifications will be created.
  • If tasks are added at the 'got tasks' Completion/Success screen, a notification will also be sent for every task that is added. This will go to the people you have chosen to do the task/s (even if you’ve added the task for yourself): 
  • Both the original story and reviewed story can be found from the Stories dashboard.

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