Difference between revisions of "Activities"
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Activities are typically recorded with barcode scanners but can be recorded on-screen too. | Activities are typically recorded with barcode scanners but can be recorded on-screen too. | ||
=Accessing the setup page= | |||
See the [[Setting Up & Configuring PTS]] section for instructions on how to access the setup pages. | See the [[Setting Up & Configuring PTS]] section for instructions on how to access the setup pages. | ||
=Adding new activities= | |||
To create a new activity access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Activity button. | To create a new activity access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Activity button. | ||
Click OK when you're done. The process then continues in the activity popup. | Click OK when you're done. The process then continues in the activity popup. | ||
=Editing existing activities= | |||
To edit an existing activity, select the activity you wish to amend by clicking on its entry in the list to load the activity popup (note clicking the tickbox has another dedicated function). | To edit an existing activity, select the activity you wish to amend by clicking on its entry in the list to load the activity popup (note clicking the tickbox has another dedicated function). | ||
=Activity popup= | |||
==Activity details tab== | |||
[[File:ActivityPopup.png|300px|thumb|The activity popup.]]<ul> | [[File:ActivityPopup.png|300px|thumb|The activity popup.]]<ul> | ||
<li><strong>Description</strong><br/> | <li><strong>Description</strong><br/> | ||
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</ul> | </ul> | ||
==Roles tab== | |||
The roles tab allows you to limit who can perform each activity. | The roles tab allows you to limit who can perform each activity. | ||
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If you do not specify any roles at all in the roles tab then <i>all roles</i> will be permitted to record the activity. It's not necessary to add every individual role to the list in order to make the activity available to everybody. | If you do not specify any roles at all in the roles tab then <i>all roles</i> will be permitted to record the activity. It's not necessary to add every individual role to the list in order to make the activity available to everybody. | ||
=Printing activity barcodes= | |||
To begin, select the activities for which you want to generate barcodes by ticking the tick box to the left of their entries in the list. You can select multiple activities at once. Once you've done so the Actions Menu will slide in from the right-hand side of the webpage. | To begin, select the activities for which you want to generate barcodes by ticking the tick box to the left of their entries in the list. You can select multiple activities at once. Once you've done so the Actions Menu will slide in from the right-hand side of the webpage. | ||
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Click on the printer you want to use and the barcode label will be printed. If you chose Browser Printing then your web browser will handle the print job as opposed to PTS and a print preview will be displayed along with the option to choose an attached printer. | Click on the printer you want to use and the barcode label will be printed. If you chose Browser Printing then your web browser will handle the print job as opposed to PTS and a print preview will be displayed along with the option to choose an attached printer. | ||
==Available barcodes== | |||
<ul> | <ul> | ||
<li><strong>Activity</strong><br/> | <li><strong>Activity</strong><br/> | ||
Will record the activity for the current user and prescription.</li> | Will record the activity for the current user and prescription.</li> | ||
</ul> | </ul> | ||
Revision as of 12:30, 5 July 2022
Activities are the tasks performed by users of the PTS 5 System. Most of the activities will relate to prescriptions, but it is possible to capture non-prescription related activities if desired. Clinical Check, Dispensing, Final Check and Break/Lunch are all examples of activities. Collection and Delivery are not activities and should not be set up as such (they are "collection statuses").
Activities are typically recorded with barcode scanners but can be recorded on-screen too.
Accessing the setup page
See the Setting Up & Configuring PTS section for instructions on how to access the setup pages.
Adding new activities
To create a new activity access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Activity button.
Click OK when you're done. The process then continues in the activity popup.
Editing existing activities
To edit an existing activity, select the activity you wish to amend by clicking on its entry in the list to load the activity popup (note clicking the tickbox has another dedicated function).
Activity popup
Activity details tab
- Description
A short but descriptive name for the activity, e.g. Clinical Check, Label Production, etc. - Prescription related
This defines whether the activity is expected to relate to a prescription. By its nature most activities in PTS are prescription related but there are exceptions, such as Break/Lunch, Administrative Tasks, End of Shift and so on. - Colour
Select a colour for the activity. The colour is used on certain reports and user views that have been set up to colour code prescriptions by the current activity (as opposed to the default Red/Amber/Green progress bars). - Instant
Instant activities are those activities that are deemed complete as soon as they are recorded, and no time will be allocated against this activity. This is useful where the recording of an activity is purely for statistical reasons. An everyday example is the booking in activity recorded via the booking-in screen, as soon as the screen is completed the status for the prescription is set to "waiting for..." the next activity in the dispensing process. - Elapsed mins. target
Here you can specify a target time for the activity. Certain activity reports can be configured to use this value to determine if an individual activity was within its target time or not. This is not used frequently; typically users are mostly concerned with the target times of the prescriptions as a whole. - Order on charts
This is the order this activity appears on the radar chart on the home page where displayed. Setting this to -1 will hide the Activity on the home page radar chart. - Allow errors
This allows the activity to be identified as a place an error was made. This ensures the activity appears on the error barcode sheet and on the editing screen to record errors.
Roles tab
The roles tab allows you to limit who can perform each activity.
Click the Add button and then choose a role to add it to the list. To remove a role, click the Delete button next to the role you want to remove.
If you do not specify any roles at all in the roles tab then all roles will be permitted to record the activity. It's not necessary to add every individual role to the list in order to make the activity available to everybody.
Printing activity barcodes
To begin, select the activities for which you want to generate barcodes by ticking the tick box to the left of their entries in the list. You can select multiple activities at once. Once you've done so the Actions Menu will slide in from the right-hand side of the webpage.
Click on the Print Barcodes button and the available printers will be listed, along with the option to print a QR code for use exclusively with 2D barcode readers.
Click on the printer you want to use and the barcode label will be printed. If you chose Browser Printing then your web browser will handle the print job as opposed to PTS and a print preview will be displayed along with the option to choose an attached printer.
Available barcodes
- Activity
Will record the activity for the current user and prescription.