Differences

This shows you the differences between two versions of the page.

--- workflow [2019/01/31 12:19]
cfadmin
+++ workflow [2020/12/11 10:38] (current)
dominich updating planners icon
@@ Line 88: / Line 88: @@
 </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 |}}\\ \\ \\
+. Open the Clients or Carers screen
-It is possible to complete stages within the workflow and track progress using the workflow screen.
+. Go to **Workflow** in the **Rotas Drop Down Menu**
-\\ \\
-. Open the **Clients** or **Carers** screen
-. Navigate to workflow in the **Rotas drop down menu**
+\\ \\ \\ \\
-. Locate the Client or Carer who is engaged in the workflow
+. 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 |}}
 . 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.
+. Click on the **Planners** icon
+{{ :wiki:planners_main_menu.png |The location of the planners icon}}
+. Select **Workflow** using the drop-down menu in the top left corner of the screen
+{{ :wiki:2019-01-31_11h25_18.png |}}
+. Use the Workflow Planner to complete stages within a workflow for Carers and Clients as shown below
+{{ :wiki:2019-01-31_11h26_43.png |}}

CareFree Knowledge Base

User Tools

Site Tools

Differences

Page Tools