Trainer companion
LOCALIZEWho owns this work?
Complete this once with your approved local owners, backups and escalation routes. Use it to stop the same handoff question from being answered differently by every shift or location.
| Request type | Primary owner | Backup owner / pool | Expected handoff | Aging trigger | Escalation route |
|---|---|---|---|---|---|
| Portal access | |||||
| Referral | |||||
| Outside records | |||||
| Authorization | |||||
| Scheduling request | |||||
| Billing question | |||||
| Other |
Trainer review prompts
- Do staff know who owns the next step after they complete theirs?
- Is backup coverage defined when the primary owner is unavailable?
- Is there one approved exception path instead of personal workarounds?
- Are access, security, suspected defects and clinical decisions clearly separated from training questions?
Governance boundary: This worksheet documents local standard work; it does not authorize workflow, configuration, security or clinical changes. Have the appropriate organizational owner approve the completed version before distribution.