Creating your Recall Event or Field Action in NotiSphere will enable your organization to instantly notify providers when there is an event.
To create a recall event, follow the basic steps outlined in this guide.
Start
1 - Log in and Select “Recalls” from the left-hand navigation
2 - Click “Add” in the top right corner of your screen.
Step 1 - Enter Recall Details
1 - Enter Recall Name, Recall ID, etc
2 - Add any Supporting Materials
3 - Flag Recall as Urgent, Voluntary, Mandated as is appropriate
4 - Enter Recall Description and any Risk to Health details
Click “Next” at the bottom of the screen to continue or “Save and close” to save a draft of your recall.
Custom Content Flag - Custom Content recalls have products specific to particular Provider locations. For example, product lists with serial numbers that are associated to particular Provider locations. Custom content recalls have specific requirements for product file uploads. Click to read more about customcontent.
Use the Drop Down to select the Data Type (example model number) and the Data Value field to specify value.
Enter as many data fields as is appropriate for the product.
Once you have entered all relevant products, click Save and Close to keep the recall in draft mode or click Next to continue to the next step.
Step 3 - Specify Required Actions
For each event, your organization can enter customer actions that a provider needs to respond and/or complete to satisfy the recall. For each action listed, the provider will submit a response that will be tracked individually. There should be a separate action for each piece of information that you as the Supplier wish to capture.
1 - Click on Actions Tab
Then complete the following for each action you wish the Provider to complete in order to satisfy the recall.
2 - Click Description. Choose Custom to enter the action description or select from the user created Template Actions from the list.
3 - Specify the Response Type from the options presented
4 - Click ADD Action
Continue until you have entered all of the actions necessary for the recall.
Once finished click “Next” or “Save and Close” at the bottom of your screen to save a draft of your recall.
Step 4 - Load Affected Locations
Now you will load a file that contains the list of all affected locations. The file must contain the Location ID field that was part of your master location file upload. This Location ID typically aligns with an identifying field from your ERP system.
1 - Click on Affected Locations Tab
2 - Click Choose File
Select file that contains the list of affected locations to upload to this recall. In the example below the file includes Location ID as well as other identifying information. The required piece of information is the Location ID.
3 - Use the Drop Down to choose the field from your file that contains the Location ID data
4 - Click Submit File
Once processed you will have a list of the COVERED locations – notification can occur electronically and a list of NOT COVERED locations- notification should occur via mail. These lists can be downloaded for convenience.
If additional affected locations are discovered later, these locations can be added using the same method and will be appended to the previous list.
Once finished click “Save and Close” to save your recall.
Now you are ready to Send Out an Electronic Recall Event to the Covered Locations!
Step 5 - Send Notifications
1 - Review Recall details
2 - Use Edit Recall option to make any changes
3 - Click Send Notification
A pop up will come up. Select All Providers to send notifications to everyone on the Locations Covered list.
You will use New Providers if this is an existing recall and you have added additional locations that need notification
