What is covered in this document?
This practical, human factors and ergonomics principles-based aide-mémoire is intended to support staff in the implementation of, or changes to, transfusion digital systems. It is structured to promote safe adoption, usability, and resilience, and should be used alongside technical assessments, clinical governance reviews, and formal change control processes.

How should this aide-mémoire be used?
This aide-mémoire is intended to support the safe implementation, upgrade or modification of transfusion-related IT systems. It should be used throughout the lifecycle of the change, from planning and design through to implementation, review and ongoing optimisation. It complements, but does not replace, local governance, risk management, procurement, validation and change control processes.
This is designed to prompt discussion, identify potential risks, and ensure that human factors considerations are addressed alongside technical requirements. Organisations should use it to challenge assumptions, identify gaps, and confirm that systems are safe, usable, resilient and fit for the people who rely on them every day.
Any gaps, concerns or risks identified through this review should be addressed, mitigated and reviewed in a timely manner. Where issues cannot be fully resolved, the residual risks should be formally assessed, documented and approved through the appropriate governance processes.
Implementation should not be considered complete at go-live. User feedback, incident reports, near misses and operational experience should be actively monitored after implementation to identify unintended consequences and opportunities for improvement. Lessons learned should be used to refine the system, update training and procedures, and inform future digital change programmes.