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Children & Young People’s Social Care Version 7.1 19/08/2014 RAISE M Y RAISE U SER G UIDE WORK MANAGEMENT ALERT ME USER PREFERENCES
Transcript of RAISE FUNDAMENTALS - proceduresonline.com · Web viewcan also be configured which will alert you to...
Children & Young People’s Social Care Version 7.1 19/08/2014
RAISE MY RAISE
USER GUIDE WORK MANAGEMENT ALERT ME USER PREFERENCES
My RAISE
CONTENTS
WORK MANAGEMENT...........................................................................................................................................................................................1
VIEW TASKS...............................................................................................................................................................................................................2WORK MANAGEMENT VIEWS....................................................................................................................................................................................4
Current View.........................................................................................................................................................................................................4Viewing other SW Tasks – TM / SP only...............................................................................................................................................................4
DOCUMENTS...............................................................................................................................................................................................................5Pending..................................................................................................................................................................................................................5Warning.................................................................................................................................................................................................................5Overdue.................................................................................................................................................................................................................5Completed..............................................................................................................................................................................................................5
ALERT ME..................................................................................................................................................................................................................6
SEND ALERTS TO.......................................................................................................................................................................................................6CHANGE TYPE............................................................................................................................................................................................................6ALERT FOR.................................................................................................................................................................................................................7
Turn Alerts off........................................................................................................................................................................................................7VIEWING ALERTS IN THE WORK MANAGEMENT SCREEN..........................................................................................................................................8
User Alerts.............................................................................................................................................................................................................8
USER PREFERENCES..............................................................................................................................................................................................9
CHANGING THE START UP FORM...............................................................................................................................................................................9SETTING UP THE SCROLLING BANNER.....................................................................................................................................................................10
Children & Young People’s Social Care Version 7.1 19/08/2014
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OBJECTIVES
WORK MANAGEMENTThis module is used to track your tasks and will show all outstanding tasks for Documents, Case Notes that have been inserted with a ‘planned’ date and other auto-generated alerts, eg RCPC Review is now due. Workflow configuration allows an entry to be placed in the Work Management screen when first created, eg RAISE documents: CIN - Core Assessment, CLA – Plan, etc.
As well as workflow items, User Alerts can also be configured which will alert you to any changes / additions made to your allocated clients. These alerts need to be set up by you within the Alert me section.
Each entry will be given a status – see next page.
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By the end of this session you will be able to:View the Work Management screen View tasks for documents showing a status of:
Pending Overdue Warning Completed
Set and view AlertsChange User Preferences
The Work Management screen is particularly useful for users who have allocated clients and team managers.
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Each task is given a status:
Pending The task is started
Warning The task has a planned date or duration which expires 2 days from today
Overdue The task has passed its planned date or duration
CompletedThe task has been completed – i.e. a document has a completion date or a planned meeting
has an Actual Date
V IEW TASKS
From the Module BarSelect My RAISESelect Work Management
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My RAISE
When accessed the screen displays a list of tasks, together with a status, for the logged on user.
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Select to change your current
view – see next page
Click & Drag a column header to group by that
column
Select a column header to sort
the list
Select to view only:read tasks
unread tasksor
all tasks
Change Task Type to view:
User Alerts or
Workflow tasks
Refreshes the screen and shows ALL allocated clients
Export to Excel to print out the list of
tasks Double-click the
record to go to the module where the document is held
From there you can open the document to edit or authorise
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WORK MANAGEMENT V IEWSCURRENT V IEWWhen the work management screen is first accessed, the list displays an active list of all tasks for the logged on user. The Current View area can be used to change the view, by selecting the appropriate task from the pick-list.
Detailed List shows all tasks to date
Active List shows only active tasks
Next Seven Days only shows those tasks to be completed / pending within the next 7 days
Overdue Task shows all overdue tasks that should have been completed
Completed Task shows all completed tasks to date
V IEWING OTHER SW TASKS – TM / SP ONLY
This is particularly useful when authorising team member’s documents. Simply select the name of the member of staff from the dropdown list to view their tasks
in the Work Management screen..
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MIS - for details of adding duration, please refer to Document Management in the System Administration manual.
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DOCUMENTSAll documents – Assessments, Care Plans, Child Protection documents etc., can be given timescales for completion. For example, a document may be set up with duration of 35 days – i.e. it must be completed 35 working days after it is started.
PENDINGOnce the document is created, it becomes an active task in the Work Management screen for the worker, with a status of Pending. The Start date is set to the Start Date of the document and a Due Date is calculated based on 35 working days from the start date. This projected end date is also displayed in the Work Management Task list.
WARNINGThe Work Management module then tracks the progress of the document, changing the status as required. Two days before the document is due to be completed, the status is changed to Warning.
OVERDUEIf the document is not closed by the projected due date, the status changes to Overdue.
COMPLETEDIf the document is completed by the planned date then the status shows as Completed.
If a document has not been set up with a duration, it is added to the Work Management task list with a Status of Pending, but has no Due Date. The Status does not change until the document is Closed / Authorised, when the Status changes to Completed.
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ALERT MEUse this section to configure what changes or additions on RAISE to your clients you would like to be alerted about, eg why not set up an alert to notify you when documents are attached to one of your clients by admin. You will only be notified of changes to your own clients as long as you have set this up in the Alert Me module.
From the Module BarSelect My RAISESelect Alert Me
SEND ALERTS TOThis will determine to where your alerts are sent. It is highly recommended that you select the My Task List check box, as this will enable you to view your alerts in the Work Management screen.
CHANGE TYPEThis will determine what type of changes you wish to be notified about. It is highly recommended that you select the All Changes radio button.
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ALERT FORThis will determine what you want to be alerted about, eg attached documents.
Don’t forget to select the OK button to save your choices.
TURN ALERTS OFFIn the Alert For section
Untick the relevant check boxes
Click on OK
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Expands or Collapses modules
Select a check box to trigger
an alert
Scroll to view all modulesSelect to Save
The Alert status is always set to completed
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V IEWING ALERTS IN THE WORK MANAGEMENT SCREENWhen another user has inserted / updated information on any of your clients, providing the correct alert has been set up by you, the notification will appear in the Work Management screen with a status of Completed.
USER ALERTSUse this view to display all User Alerts for your clients – ensure that the current view is set to Completed Tasks or Detailed List.
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List of alerts - giving document &
client name
Scroll to view the name of the person who
changed an item on your client
Do this the first time you log into RAISE
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USER PREFERENCES
The User Preferences module of RAISE allows you to carry out administrative tasks, such as
changing the start up screen so that RAISE opens up each time in a specific module, eg Referrals
setting up the scrolling banner to display particular information on a selected client in the banner in Personal Details, Referrals, Assessments, Case Notes and Substance Misuse modules.
CHANGING THE START UP FORM
From the Module BarSelect My RAISESelect User Preferences
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Select to save the changes
From the drop-down list select Childrens Services and then the module you
wish to view each time you log into RAISE
This determines the format in which Case Notes and Reports
are printed out.
You can disable / update the banner at any time
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SETTING UP THE SCROLLING BANNER
1. From User Preferences screenSelect the Banner Enabled check box
4. Select the Update button to save the changes
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3. Select /enter the banner settings and font colours1 = slow, 10 = fast
2. Select the data you wish to display in the scrolling banner
