Skip to main content

Aging Result Notes (Client scope required)

K
Written by Khizer Islam

Ageing Result Notes Widget

Overview

The Ageing Result Notes widget displays all open result notes in a single view, ordered from oldest to most recent. No open note goes unnoticed — regardless of how long it has been open. This makes it easy to spot trends, identify bottlenecks in your remedial process, and understand how long notes typically remain open before being resolved.


What the Widget Shows

The widget displays a bar chart of open result notes grouped by age in days, with a dynamic x-axis that updates with each refresh to always reflect the latest data.

This visibility can help identify issues such as:

  • Administrative delays in progressing remedial work

  • Gaps in visit frequency — for example, relying on annual visits to close notes that have been open for months

  • Process bottlenecks — identifying which stage of the remedial workflow notes are getting stuck at


Note Status Filter

The widget can be filtered by Note Status, allowing you to focus on notes at specific stages of the remedial workflow. The available statuses are:

Status

Stage

Unacknowledged

Received — note has not yet been seen or actioned

Acknowledged

Received — note has been seen but not yet progressed

In Progress

Active — remedial work is underway

Awaiting Feedback

Active — awaiting a response or update

Propose Closure

Nearing resolution — closure has been proposed

Tip: Grouping statuses into workflow stages helps pinpoint where delays are occurring. For example, a large volume of notes sitting in Unacknowledged or Awaiting Feedback may indicate an administrative bottleneck rather than an on-site issue.


Additional Configuration Options

Filter

Description

Compliance Scheme

Filter notes by compliance scheme

Asset Type

Filter by asset type (requires a Compliance Scheme to be selected first)

Display Only Immediate Action Required

Toggle to show only notes flagged as requiring immediate action

MCS

Filter by Master Compliance Scheme


Things to Keep in Mind

  • The x-axis is dynamic — it adjusts automatically after each refresh to reflect the current age range of open notes, ensuring the view is always up to date.

  • Long-standing notes are always visible — notes that have been open for years will still appear, making it impossible for older outstanding actions to be overlooked.

  • Use alongside the Open Result Notes widget — as shown in the screenshots, pairing the Ageing Result Notes widget with the Open Result Notes widget gives you both a trend view and a detailed list view side by side.


Did this answer your question?