Workplan

Presentation of the training plan and objectives

• This training will be interactive (active participation in the learning process)
• Approximate duration: 3-4 hours

OBJECTIVES :

• Be able to document and maintain work plan tasks related to residents' needs

• Revision on the connection and basic structure

General menu➔Tasks follow-up➔Work plan

• Work tool allowing (depending on the privileges granted) to create and visualize various tasks.
  • Display of tasks from FEBS and / or SAC
  • Set time, days, and / or dates for the task
  • Assign the task (function, team or leader)
  • Add a note to the task (if needed)
  • CREATING NEW TASKS
    • related activity (without associated residents)
    • in batch (same task, same time for several residents)
    • individual tasks if the FEBS is not used
• Ability to visualize inactive tasks.

Tasks can be created from other sources: Needs Assessment, Pay per use, Therapeutic Nursing Plan and Virtual Nurse.

General menu➔Teams➔Schedule and assignment

• Review the connection mode chosen “With or Without affection”

With affectation

• Creation, modification, duplication, team and day deletion
• Break, Meals
• Other features include

Without affectation

• Tick the parameter “Connection without assignment allowed” in the user's file

General menu➔Tasks follow-up➔Work routine

• Work tool for viewing the various tasks assigned to the connected worker
  • Based on work team, function and assignments of residents.
• Confirmation of tasks: 2 modes
  • «Fast action» mode
    • Click on the green button associated with the task
    • Display status «Resident absent»
  • «Status» mode
    • Photo and room number
    • Complete (duration), decline, postpone and cancel a task.
    • Edit a task (link to the work plan)
    • Link to the resident's assistance plan
• Creation of «one time» task
  • Do the + in the task bar (according to privilege)
  • Select task
  • Complete the fields according to the rules set up

• Bath schedule
• Laundry schedule
• Monthly follow-up
• Pending tasks
• Scanned tasks (with a bar code option)
• Task schedule, Follow-up schedule
• Attendance tracking

General menu➔Interservice report

• Consultation for all residents
• Ability to add a note without associated residents, present under background colours
• Ability to change the date and time
• Ability to make a note in the future
• Ability to cross out a note only if you are the author
• Filter allowing visualizing the notes of all assignments
• Message and link to the Inc / Acc report (to the addition of an Acc / Inc report for access gr: Coordsoins, DSI, Inf and IA)

• It is now possible to add a hyperlink if your employees use a web time stamp other than the one offered by SOFI. Go to «Company Preferences» for this add.