1 WebEHRS Mobile Training. 2 Mobile Concept How does this tablet work?
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Transcript of 1 WebEHRS Mobile Training. 2 Mobile Concept How does this tablet work?
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Mobile Concept
WebEHRS Server
Mobile Tablet/Laptop
When the mobile tablet/laptop is connected to the internet, all establishment information can be copied down from WebEHRS to the laptop.
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When the Environmental Health Specialist performs a survey, they will take the mobile device/laptop along and fill the survey form out on the tablet. No internet connection is required.
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Mobile Concept
WebEHRS Server
Mobile Tablet/Laptop
When finished with survey(s) the EHS should connect to the internet to send those forms to the WebEHRS database. After executing the Finish procedure, the survey(s) will be available on WebEHRS.
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After entering your password, if you receive this error message, it means you have no internet
connection. Click OK to continue.
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WARNING! Do NOT make changes to options in other tabs without assistance from CDP Customer
Support.
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Your open forms page may appear as below. To toggle between the different views, click the icon
for the desired display.
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The Synchronize With Server button retrieves the most recent version of the forms. This happens automatically
when you sign on with an internet connections.
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Synching My Data
Synching my data is the process of pulling down the establishment information from the WebEHRS
system. This process requires the device to have an internet
connection.
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To synch, double-click the Synch My Data form thumbnail, or select the Synch My Data form
thumbnail and click OK.
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What is downloaded?
This process will only pull those establishments and temporary
establishments you have access to. It also updates support tables
and history.
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How often am I required to synch?
After 20 days without synching, the user will begin to receive
warning messages daily that they need to synch. After 90 days,
users will not be able to perform surveys until a synch is performed.
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How often should I Synch My Data?
This process should be performed before going out to do surveys. If
you perform surveys daily then you should synch daily.
This will guarantee that you have the updated establishment
information.
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The screen will show two things: That your login to retrieve data was successful, and the date of the
last successful synch.
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The keyboard key icon will allow you to use your keyboard or mouse to input information
to the survey form.
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An Establishment lookup screen will appear with those establishments that have been downloaded
to your tablet. There may be a pause before it appears, depending on the number of establishments you have access to.
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Use the Search feature to query the list for a specific establishment. The user can search
by name, address, type, etc.
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A window will appear with the survey types that are valid for the establishment type/user
filters.
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Click on the Last 4 Surveys link if you would like to view the survey history for the establishment. This is not required.
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If values are set on the establishment, the manager’s name will populate from the establishment record. Manager’s Name can be
edited and the change will be reflected on the establishment in WebEHRS when the form is finished.
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If values are set on the establishment, the latitude/longitude will populate from the establishment record. Latitude/Longitude can be edited and will be updated on the establishment in WebEHRS
when the form is finished.
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When ready to enter Time Out, click on the Time Out link and the current time from your tablet/laptop will populate into the field. Or
you can manually enter the time out.
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Using the tablet’s stylus, the establishment representative can sign the form on the tablet
screen.
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The printed name of the establishment rep can be typed in the field below the signature. If a
signature is present, then the print name field is required. If a printed name is entered, then a
signature is required.
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Click on the Next Survey Purpose link to open the Survey Purpose box. Select a Next Survey Purpose for the establishment and click OK.
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If the Next Survey Purpose is set to Routine, then the Next Survey Date will be automatically
calculated. (The field will be editable).
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If the Next Survey Purpose is set to a selection other than Routine, the Next
Survey Date must be entered manually.
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Click on the Survey Reference link to open a copy of the Survey Reference Document in
a new window.
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The EHS can now go through and mark the violations for the inspection. All must be
answered. They can be marked with either the stylus or the tablet mouse.
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From the drop down select the appropriate violation. When the violation is selected, those
fields that are required will turn yellow.
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If this is a repeat violation, the system will automatically mark it. The EHS has the
ability to change if necessary.
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If the violation can be marked as critical/non-critical, fields will appear on the form to allow this
to be marked.
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Click the Comments link for a pop up to retrieve any Predefined Comments from the list. A Predefined
Comment can be modified after it is populated into the text box. Enter additional comments manually by writing in the box with the stylus, or click in the box with the mouse and
enter comments with the keyboard.
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If the user enters information on the violation page and attempts to leave the page without saving, he/she will
receive this pop-up warning message.
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After clicking Save, the user remains on the Violation page to enter additional violations (if necessary). Return to the survey from by clicking the appropriate form page.
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Back on the survey form, the violation will now show as “not in compliance” and if corrected on
site or a repeat violation
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At the bottom of the Violation page, click on List of Violations Selected drop down.
Select the incorrect violation from the list.
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The incorrect violation data will populate on the page for editing. Make your corrections and click the Save button.
Or…
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Sample information can be captured on the following survey types.
• Waste Water
• Drinking Water
• NavajoNationFood
• FDA2001
• FDA2005
• FDA2009
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Sample pages tabs will show for all survey types but will be locked out for surveys that don’t capture
samples.
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Predefined Comments may be available. Click on the General Comments link to select from the list.
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Additional Data Page
This page will allow the user to view only additional demographics for certain establishments types. The fields can’t be updated. They will show on the hard copy of the
survey only.
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At the bottom of Additional Data, you will find the P/E/S/SS information and the 10 Essential
Services Information.
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Print Preview Page
This page will allow the user to print out a hard copy of the
survey. This process can be performed at any stage of the
survey processing.
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However on the print-out of the survey, the full text will show on the violations page for those not in
compliance.
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Reference Source
For those violations marked not in compliance, if reference source
texts exist, it will be printed in the general comments section of the
survey.
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The survey can also be printed by clicking on File and then Print. This will not show a preview page.
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You will receive a screen to pick the printer for printing your survey. Click OK when ready to print.
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Saving the Survey
At any point in filling out the survey, the form can be saved. It
is a good idea to save the form often. What if your tablet’s battery
goes dead?
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Notice the survey form is outlined in red. This means the survey still has validation issues
(required fields need to be completed).
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Validating the form
Before the form can be finished, it must be validated. Validating makes sure all required fields
have been satisfied.
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Once all required fields are satisfied, the stop light will turn green. We can now finish the form.
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What happens when we finish?
• The survey gets copied up to the WebEHRS system.
• The survey is created as finalized.
• A corresponding Activity record is created automatically.
• The activity is created as finalized.
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Finishing the form
We can finish a single form or finish multiple forms. Either way, we must
have an internet connection.
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On the local sessions tab, all surveys will be shown. Surveys that have been validated will be
outlined in green. Those that have not will be outlined in red.