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workflow [2019/01/31 12:19] cfadmin |
workflow [2020/12/11 10:38] (current) dominich updating planners icon |
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</WRAP> | </WRAP> | ||
- | Once a workflow has been attached to a Carer or Client, it will be visible within the workflow screen. | + | 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. |
- | {{ :wiki:2019-01-31_11h16_40.png?600 |}} | + | <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 | ||
- | It is possible to complete stages within the workflow and track progress using the workflow screen. | + | 2. Go to **Workflow** in the **Rotas Drop Down Menu** |
- | \\ \\ | + | |
- | 1. Open the **Clients** or **Carers** screen | + | |
- | 2. Navigate to workflow in the **Rotas drop down menu** | + | \\ \\ \\ \\ |
- | 3. Locate the Client or Carer who is engaged in the workflow | + | 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 | 4. Double click on the stage of the workflow you wish to complete | ||
{{ :wiki:2019-01-31_11h19_05.png |}} | {{ :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 |}} |