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workflow
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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workflow [2019/01/14 16:20] 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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| \\ | \\ | ||
| - | <WRAP center centeralign> | + | <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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| </WRAP> | </WRAP> | ||
| \\ | \\ | ||
| - | <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> | ||
| Line 66: | Line 67: | ||
| 2. Go to **Workflow** in the **Rotas Drop Down Menu** | 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.1547479202.txt.gz ยท Last modified: 2019/01/14 16:20 by cfadmin
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