Workplan

1. Introduction

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

2. SOFI
(revision if needed)

  • Revision on the connection and basic structure

3. Workplan

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.

4. Schedule and assignment

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

5. Work routine

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

6. Overview of other task tracking tiles

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

7. Interservice report

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)

8. Time stamp

  • 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.

Confirm the next training date

To be completed before the next training:

  • Complete the menu entries as seen previously
  • .
Warning (vital signs, expired NAM, Bacterium)
Displays on the resident's birthday.
Incident-accident form alert not completed.
Notification of change in resident file. PTI or evaluation
Indicates that the resident wishes Do not attempt CPR.
Indicates the resident is in isolation.

NOTES