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AimHigh Education

CMAA Work Readiness Component Learning Path • Module 4

Problem-Solving and Appropriate Escalation

Use a repeatable process to identify concerns, act within authority, document work, and complete safe handoffs.

20 minutes80% mastery targetPractice—unlimited attempts

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Learning outcomes

  • Define a problem using observable facts.
  • Select an action that remains within role and authority.
  • Verify resolution and document the outcome.

Use the AimHigh five-step decision cycle

First identify the concern and immediate risk. Second confirm what you know and what remains unknown. Third choose the next authorized action. Fourth communicate and document the action. Fifth verify resolution or complete a safe handoff.

Key points

  • Stop and escalate immediately when safety or privacy is at risk.
  • Do not exceed your role to make the problem disappear.
  • Record enough information for another authorized person to continue.

Solve the cause, not only the symptom

A temporary correction may restore the work, but preventing recurrence requires identifying why the gap occurred. Look for unclear instructions, missing information, process design, workload, training, or system issues. Recommend improvements through the appropriate channel.

Key points

  • Distinguish immediate containment from long-term prevention.
  • Test assumptions before acting.
  • Close the loop with the person who reported or owns the issue.

Applied scenario

A record does not match the source

During a final check, you discover that a value in the work system does not match the approved source document. The difference could affect the next process.

Practice check

Apply what you learned

Answer all five questions. Feedback will identify what to review before you try again.

1What should happen first when a work-system value conflicts with the approved source?
2If you are not authorized to change the value, what should you do?
3What should the work record include?
4How is resolution verified?
5Which action addresses recurrence?