The Kay & Co. resource library

Software & apps resources · page 3

Define the right product, compare build and buy options, and plan software around the people who will use it.

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Software & apps resources

Showing 49–72 of 86 resources, ordered by title.

Software & practice operations Planning worksheet

Make incident reporting easier for staff

Staff avoid an incident form because it asks for investigation detail they cannot know at submission. Someone reporting an incident may know what they saw…

Software & practice operations Planning worksheet

Make job applications clear and straightforward

Candidates upload incomplete material because the form does not explain what the recruitment team actually needs. An application form is a candidate's first…

Software & practice operations Planning worksheet

Make late rota changes clear to everyone affected

A team member changes availability after the rota is published and two managers make conflicting edits. A rota change affects travel, childcare and cover…

Marketing results & reports Planning worksheet

Make outdated dashboard information obvious

A dashboard looks current even though its data connection stopped updating several days ago. A dashboard can look normal while showing information several…

Forms & online requests Practical guide

Make password show-and-hide controls clear

A password visibility icon may have no clear label or may reveal text without explaining its new state. Visitors can struggle to check a typing mistake safely.

Software & practice operations Planning worksheet

Make rota exports easier for payroll to use

The payroll team receives a spreadsheet whose date and location labels differ from the rota. An export should save the payroll team work. If someone has to…

Software & practice operations Planning worksheet

Make shared and local clinic settings clear

One clinic changes a setting that unexpectedly alters the booking process for every location. Some choices belong to individual clinics; others affect the…

Software & practice operations Planning worksheet

Make supporting evidence easy to understand

An audit preparation folder contains many screenshots but no clear connection to the questions they support. A folder of screenshots creates work when…

Software & practice operations Planning worksheet

Make sure every referral has an administrative owner

A referral reaches a shared inbox but nobody knows whether another team has accepted responsibility. A referral can be delivered to an inbox yet still have…

Software & practice operations Planning worksheet

Make sure feedback reaches someone who can respond

A critical service comment appears in a survey report but no team is responsible for following it up. Feedback creates an expectation that someone will…

Software & practice operations Planning worksheet

Match course-provider records to the right staff

An external course provider uses names that do not match the staff register exactly. A provider's spreadsheet looks straightforward until two employees have…

Software & practice operations Planning worksheet

Match payments to the right invoices

A payment is recorded but the related invoice remains open because the reference was entered differently. An unmatched payment creates chasing and can leave…

Accessibility & mobile use Practical guide

Offer a simple alternative to dragging items

An interface that requires dragging can be difficult on a small screen and inaccessible to visitors who use a keyboard or cannot perform precise pointer…

Software & practice operations Planning worksheet

Read incident reports with the right context

Managers compare raw incident counts between sites with different activity levels and reporting habits. A site that records more incidents may have…

Software & practice operations Planning worksheet

Remove retired equipment from active working lists

An item is removed from service but continues to appear in bookings, stock lists and maintenance schedules. Retired equipment can linger in booking lists…

Software & practice operations Planning worksheet

Resolve conflicting versions of staff instructions

Several pages explain the same process differently after teams copy material into separate spaces. Copying guidance into several team spaces lets the…

Accessibility & mobile use Practical guide

Show how a table is currently sorted

A clickable column heading may reorder rows without indicating the active sort or direction. Visitors cannot tell whether the list is alphabetical, reversed…

Software & practice operations Planning worksheet

Show the evidence behind completed assurance tasks

A dashboard is green because staff ticked tasks complete, but supporting records are missing. A tick box can conceal missing evidence. Owners need to…