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workflow
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workflow [2019/01/14 15:42] cfadmin created |
workflow [2020/12/11 10:38] (current) dominich updating planners icon |
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| - | <WRAP center centeralign> | + | <WRAP center round box centeralign 60%> |
| ====== Workflow ====== | ====== Workflow ====== | ||
| </WRAP> | </WRAP> | ||
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| Workflows in CareFree are fully customisable checklists which can be used to easily track processes with defined stages, which must be signed off or completed, for the overall process to reach a conclusion. | Workflows in CareFree are fully customisable checklists which can be used to easily track processes with defined stages, which must be signed off or completed, for the overall process to reach a conclusion. | ||
| - | Workflows are often created in CareFree for processes such as: | + | <WRAP center round> |
| + | **Workflows are often created in CareFree for processes such as:** | ||
| * Tracking the Recruitment of Carers | * Tracking the Recruitment of Carers | ||
| * Tracking Client Referrals | * Tracking Client Referrals | ||
| * Following a Formal Complaints Procedure | * Following a Formal Complaints Procedure | ||
| * Carer Inductions | * Carer Inductions | ||
| - | + | </WRAP> | |
| - | There are 3 steps involved in creating and using workflows: | + | <WRAP center round > |
| + | **There are 3 steps involved in creating and using workflows:** | ||
| * Creating a Workflow | * Creating a Workflow | ||
| * Attaching the Workflow to a Client or Carer | * Attaching the Workflow to a Client or Carer | ||
| * Tracking Workflow Progress | * Tracking Workflow Progress | ||
| - | <WRAP center centeralign> | + | </WRAP> |
| + | |||
| + | \\ | ||
| + | <WRAP center round box centeralign 80%> | ||
| ===== Creating a Workflow ===== | ===== Creating a Workflow ===== | ||
| </WRAP> | </WRAP> | ||
| + | |||
| 1. Go to the **Personnel** menu and select **Workflows** | 1. Go to the **Personnel** menu and select **Workflows** | ||
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| {{ :wiki:2019-01-14_14h41_59.png |}} | {{ :wiki:2019-01-14_14h41_59.png |}} | ||
| {{ :wiki:2019-01-14_14h42_29.png |}} | {{ :wiki:2019-01-14_14h42_29.png |}} | ||
| + | |||
| + | 9. Repeat this process for all stages of the workflow until completed | ||
| + | |||
| + | <WRAP center INFO round> | ||
| + | **Change the stage number when adding a new stage to re-order stages if a stage has been missed** | ||
| + | </WRAP> | ||
| + | \\ | ||
| + | <WRAP center round box centeralign 80%> | ||
| + | ===== Attaching Workflows to a Client or Carer ===== | ||
| + | </WRAP> | ||
| + | \\ | ||
| + | {{:wiki:2019-01-14_14h49_01.png?150 |}}\\ \\ \\ | ||
| + | 1. Open the Clients or Carers screen | ||
| + | |||
| + | 2. Go to **Workflow** in the **Rotas Drop Down Menu** | ||
| + | |||
| + | \\ \\ \\ \\ | ||
| + | |||
| + | 3. Use the lists on the left-hand side of the screen to go to the Client or Carer you wish to attach the workflow to | ||
| + | |||
| + | {{ :wiki:2019-01-14_15h24_34.png |}} | ||
| + | |||
| + | |||
| + | 4. Click **New** | ||
| + | |||
| + | 5. Use **Workflow Type** drop-down box to choose the workflow you want to attach the Carer/Client | ||
| + | |||
| + | {{ :wiki:2019-01-31_11h09_39.png |}} | ||
| + | |||
| + | 6. Select the **Start Date** for the workflow, if there is no start date tick **No Start Date** | ||
| + | |||
| + | 7. Click **Save** to attach the workflow to the Carer/Client | ||
| + | \\ \\ | ||
| + | <WRAP center round box centeralign 80%> | ||
| + | ===== Tracking Workflow Progress ===== | ||
| + | </WRAP> | ||
| + | |||
| + | Once a workflow has been attached to a Carer or Client, it will be visible within the workflow screen and also available on the Workflow Planner. | ||
| + | |||
| + | <WRAP center round box centeralign 60%> | ||
| + | ==== Using the Carer/Client Workflow Screen ==== | ||
| + | </WRAP> | ||
| + | {{:wiki:2019-01-14_14h49_01.png?150 |}}\\ \\ \\ | ||
| + | 1. Open the Clients or Carers screen | ||
| + | |||
| + | 2. Go to **Workflow** in the **Rotas Drop Down Menu** | ||
| + | |||
| + | \\ \\ \\ \\ | ||
| + | |||
| + | 3. Use the lists on the left-hand side of the screen to go to the Client or Carer you wish to attach the workflow to | ||
| + | |||
| + | {{ :wiki:2019-01-31_11h37_50.png |}} | ||
| + | |||
| + | 4. Double click on the stage of the workflow you wish to complete | ||
| + | |||
| + | {{ :wiki:2019-01-31_11h19_05.png |}} | ||
| + | \\ | ||
| + | <WRAP center round box centeralign 60%> | ||
| + | ==== Using the Workflow Planner ==== | ||
| + | </WRAP> | ||
| + | |||
| + | The Workflow Planner presents a more user-friendly way of tracking workflow progress in CareFree. | ||
| + | |||
| + | 1. Click on the **Planners** icon | ||
| + | |||
| + | {{ :wiki:planners_main_menu.png |The location of the planners icon}} | ||
| + | |||
| + | 2. Select **Workflow** using the drop-down menu in the top left corner of the screen | ||
| + | |||
| + | {{ :wiki:2019-01-31_11h25_18.png |}} | ||
| + | |||
| + | 3. Use the Workflow Planner to complete stages within a workflow for Carers and Clients as shown below | ||
| + | |||
| + | {{ :wiki:2019-01-31_11h26_43.png |}} | ||
workflow.1547476977.txt.gz · Last modified: 2019/01/14 15:42 by cfadmin
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