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workflow [2019/01/31 12:13] cfadmin |
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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===== Creating a Workflow ===== | ===== Creating a Workflow ===== | ||
</WRAP> | </WRAP> | ||
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1. Go to the **Personnel** menu and select **Workflows** | 1. Go to the **Personnel** menu and select **Workflows** | ||
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</WRAP> | </WRAP> | ||
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- | <WRAP center centeralign> | + | <WRAP center round box centeralign 80%> |
===== Attaching Workflows to a Client or Carer ===== | ===== Attaching Workflows to a Client or Carer ===== | ||
</WRAP> | </WRAP> | ||
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7. Click **Save** to attach the workflow to the Carer/Client | 7. Click **Save** to attach the workflow to the Carer/Client | ||
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- | <WRAP center centeralign> | + | <WRAP center round box centeralign 80%> |
===== Tracking Workflow Progress ===== | ===== Tracking Workflow Progress ===== | ||
</WRAP> | </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. | ||
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+ | <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 | ||
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+ | 2. Go to **Workflow** in the **Rotas Drop Down Menu** | ||
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+ | \\ \\ \\ \\ | ||
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+ | 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 |}} | ||
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+ | 4. Double click on the stage of the workflow you wish to complete | ||
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+ | {{ :wiki:2019-01-31_11h19_05.png |}} | ||
+ | \\ | ||
+ | <WRAP center round box centeralign 60%> | ||
+ | ==== Using the Workflow Planner ==== | ||
+ | </WRAP> | ||
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+ | The Workflow Planner presents a more user-friendly way of tracking workflow progress in CareFree. | ||
+ | |||
+ | 1. Click on the **Planners** icon | ||
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+ | {{ :wiki:planners_main_menu.png |The location of the planners icon}} | ||
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+ | 2. Select **Workflow** using the drop-down menu in the top left corner of the screen | ||
+ | |||
+ | {{ :wiki:2019-01-31_11h25_18.png |}} | ||
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+ | 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 |}} |