Workplan
Training steps
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
Tasks follow-up
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
- .
GLOSSARY
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