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    Care Planning Viewing Single Custom Form Workflows in Cloud

    This guide will cover how to view Single Custom Workflows in Cloud

    There will be three examples of how to view the single custom workflows in Cloud. These examples include Monitoring Analysis, Risk Assessments and Incident Analysis. The purpose of this tool is to give you a clear visual of who has completed the workflow and when it was claimed. Please follow the interactive guides below, a written guide is also available at the bottom of the page for each guide.

    This guide will showcase SCF Workflows within Monitoring Analysis & Risk Assessments

    Written guide

    1. For this example, this will take place in Monitoring Analysis.  Within the ‘My Hub’ dashboard, click the Care Planning app.
    2. Then, click the ‘Visit’ button under Resident Care Plans.
    3. Click the analysis drop down arrow.
    4. Then select the Monitoring Analysis tab.
    5. Here are your monitoring types. Select the correct monitoring type.
    6. Next, click the ‘View’ button.
    7. Then select the ‘Workflow’ tab next to Monitoring Detail.
    8. Here you will be able to see a visual representation of the workflow.

     

    1. This example will take place within Risk Assessments. Within the ‘My Hub’ dashboard, click the Care Planning app.
    2. Next, click the ‘Visit’ button.
    3. Click the drop down arrow next to the Essentials tab.
    4. Click the Risk Assessments tab within the drop down.
    5. Here are your Risk Assessments types, click the appropriate Risk Assessment type.
    6. Then, click the Work Flow tab next to Risk Assessment Detail.
    7. Here you will be able to see a visual representation of the workflow.

    This guide will showcase SCF Workflows within Incident Analysis

    Written guide

    1. To view the Incident Analysis Workflow, you will need to select the ‘Care Planning’ app. 
    2. Next, click the ‘Visit’ button under Resident Care Plans.
    3. Click the drop down toggle next to ‘Analysis’.
    4. Then, select the Incident Analysis option.
    5. Within this page, you will need to click the Details tab.
    6. Then, find your single custom form and select the eye icon on the right.
    7. There will then be three tabs. Incident Detail, Post Incident Log and Work Flow. You will need to click the Work Flow tab.
    8. Here, you will be presented with a visual representation of the Workflow.
    9. You also have the option to print the Workflow.