Data Access
User account access and all data within the system flows as follows
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When the user logs into the system they are interacting from the site level downwards. For this reason, it is important that users ensure the first interaction with the system is to select the correct site for the data they wish to view.
Select the correct Site Data
At the time of creating your account your access to specific organisation's data is set.
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Just select the organisation you wish to see the data for and this will determine the data you will then see within the system throughout the system.
Access a case record
Firstly, select the organisation relevant (see Select the correct Organisation). Once you have selected the relevant organisation the Dashboard on the Homepage will update to match the selected organisation.
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(the right hand side of the dashboard shows a summary of the review forms for the selected site and the current 6 month period).
Via Search Menu
You can search for a case record by various criteria including patientID or name via the Search option of the main toolbar.
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This will then return all case records matching your search criteria. Click open to view the case record of the relevant result.
Via a Dashboard link
The Home page shows various shortcuts to case records, you can choose to click on the button for cases from a particular site and month or all cases for all sites (as per your access permissions) for a particular month.
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This will then return all case records matching your search criteria. Click open to view the case record of the relevant result.
Via Search Results Page
After carrying out a search the results will be shown on the Search/Cases page
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For example, if you have clicked on the CLA01 January 2018 cases link on the Dashboard the search form will show the organisation field with CLA01 and Batch with January 2018.
Search Results Page
After carrying out a search the results will be shown on the Search/Cases page. Scroll through the search results to locate the relevant case record and click on the Open button to open the case record.
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The Review Start Date column shows the date on which any review form assigned to the case record was first saved.
Review Forms within a Case Record
Once you have clicked Open for the elevant case record you will see all the reviews assigned to that case.
Use the Review Form information to identify the relevant review form you wish to access.
Started
This is the date that the review form was first saved.
Status
A review form status can be one of three stages.
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- This indicates that the review form is a priority review (priority reviews will always appear at the top of the review table of a case record)
Scores
This is shows the standard scoring questions and the answers selected for them
Action Buttons
View - this will open the review form and show you the answers provided to the review form questions only, you will not be able to edit the information
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Complete - once the review process has been finished for this case and review it can be closed by clicking the Complete button (it is possible to reopen the review should it be necessary)
Navigating a Review
Some review forms contain several tabs, these can be navigated using either the tab name or the previous/next section buttons at the bottom of each tab.
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Please note: Multiple selection lists (the answer fields which show as dark grey fill) - when clicking Select All, the Unanswered option will appear selected until you click save or switch tab, when you go back into the selection list Select All and Unanswered are automatically deselected.
Saving a Review
When you make changes to a review form a yellow banner will appear around the form borders. If a form contains more than one tab when you change tabs auto-saving will be performed.
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- Save - this will save any changes you have made and remain on the same tab of the review form.
- Save and Exit - this will save any changes made and return to the review summary table of the case record
- Save and Complete - this will save any changes made, return to the review summary table of the case record and change the status of the form to Complete instead of Not Started/In Progress
Reports
Information on the reports available within the system can be found at Reports