All templates
For patient safety officers, risk managers & department investigators

Chase overdue safety investigations for you

Every morning, WebRun opens RLDatix, finds incident investigations past their target completion date, emails the assigned investigator a nudge through Outlook with the days overdue, and posts the safety director a Slack list of what's still open.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 7:30 AM. WebRun
1 RLDatix find overdue investigations
2 Outlook nudge each investigator
3 Slack report what's still open
Run a sample
In short

How do I chase overdue incident investigations automatically?

WebRun opens RLDatix every morning, finds incident investigations past their target completion date, and emails the assigned investigator a nudge through Outlook naming the incident and how many days overdue it is. It then posts your safety director a ranked Slack list of what's still open, so no investigation quietly stalls.

  • Investigators get a nudge the same morning an investigation goes overdue
  • The safety director sees a ranked chase list every morning without asking
  • Investigations no longer stall unnoticed for weeks

Built for patient safety officers · risk managers · department investigators · safety directors

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.rldatix.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    RLDatix - find overdue investigations
    rldatix.com How to Automate RLDatix
    WebRun in RLDatix: find overdue investigations
    WebRun opens RLDatix to find overdue investigations.
    • Open RLDatix RLD360 and filter investigations to open
    • Compare each one's target completion date to today
    • Capture the investigator, the incident, and the days overdue

    Done when Every overdue investigation is listed with its investigator and days overdue.

  3. 2
    Outlook - nudge each investigator
    microsoft.com How to Automate Outlook
    WebRun in Outlook: nudge each investigator
    WebRun opens Outlook to nudge each investigator.
    • Draft and send a short nudge email to each overdue investigation's owner through Outlook
    • Include the incident reference and how many days overdue it is
    • Skip investigations already nudged in the last 3 days

    Done when Every overdue investigation's owner has been nudged, without duplicate emails.

  4. 3
    Slack - report what's still open
    slack.com How to Automate Slack
    WebRun in Slack: report what's still open
    WebRun opens Slack to report what's still open.
    • Post the safety director a ranked list of overdue investigations
    • Put the oldest and highest-severity investigations first
    • Note which owners were nudged today

    Done when The safety director has today's chase list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.rldatix.com
ScheduleRuns automatically on this cadence
Every day at 7:30 AM.
DeliveryHow each run's result reaches you
Chase list · Slack
OutputWhat each run produces - A ranked list of overdue investigations with investigator, days overdue, and nudge status.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it escalate to my manager if I miss the nudge?

Yes. If an investigation stays open past its target date, it keeps appearing on the safety director's Slack list until it is closed or reassigned in RLDatix.

Does it nudge the same person every single day?

No. It skips anyone nudged within the last 3 days so owners get a reminder, not a flood of email.

What if an investigation is closed the same morning?

It reads the live status in RLDatix each run, so anything closed before the check is skipped automatically.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.