Tile "Need"

Training Objective

Enable users to understand, use, and optimize the “Need” tile in order to effectively manage the creation, monitoring, and prioritization of needs for users or work teams within the SOFI system. :contentReference[oaicite:0]{index=0}

General Information

  • Training duration: 60 to 90 minutes
  • Target audience:
    • Managers
    • Coordinators
    • Administrative staff
    • Clinical or operational staff
  • Training mode:
    • Virtual or in-person
    • Demonstration + hands-on exercises
  • Prerequisites:
    • Access to the software
    • Basic navigation knowledge

Learning Objectives

By the end of the training, the user will be able to: :contentReference[oaicite:1]{index=1}

  1. Understand the role of the “Need” tile
  2. Create a need in the system
  3. Properly document a need
  4. Assign or transfer a need to a staff member or team
  5. Track the progress of a need
  6. Prioritize needs according to their importance level
  7. Efficiently search for and filter needs

Training Outline

Step 1 – Introduction to the Need tile (10 min)

  • Definition of the “Need” tile
  • Objective and usefulness within the system
  • Interface overview

Step 2 – Creating a need (20 min)

  • Add a new need
  • Enter required information
  • Detailed description of the need
  • Categorization of the need
  • Choose the activity from the dictionary
  • Check the box to schedule the need immediately
  • Need configuration with multiple fields:
    • Duration
    • Requested performer
    • Start date
    • Frequency
    • End date
  • Scheduling preview section (visible)
  • Identification of the user or associated record

Practical exercises

  • Creation of a simple need

Step 3 – Creating needs and managing recurrences (15 min)

  • Creating a need
  • Configuring a recurring need
  • Defining the frequency:
    • Daily
    • Weekly
    • Monthly
  • Managing automatic occurrences
  • Modifying or stopping a recurrence

Practical exercises

  • Create a need
  • Configure a recurrence

Step 4 – Managing and assigning needs (25 min)

  • Reschedule a need (modify its schedule if necessary)
  • Click on a need to view its full details
  • Assign a need to a staff member or team
  • Transfer a need
  • Add comments or follow-ups
  • Update the need status:
    • New
    • Active
    • In process
    • Accomplished
    • Closed

Practical exercises

  • Assignment and updating of a need