Difference between revisions of "Mobile App / Delivery User Guide"
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[[File:Screenshot 2022-02-23 at 16.41.17.png|x300px|thumb|The login screen.]]<h2>Installation & Setup</h2> | |||
[[File:Screenshot 2022-02-23 at 16.41.17.png|x300px|thumb|The login screen.]]Please see the separate installation and setup guide available from tmsinsight.com for instructions on initial setup of the app. | Please see the separate installation and setup guide available from tmsinsight.com for instructions on initial setup of the app. | ||
<h2>Opening the App & Logging In</h2> | <h2>Opening the App & Logging In</h2> | ||
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<h2>Main Screen</h2> | <h2>Main Screen</h2> | ||
<h3>User Views</h3> | [[File:Screenshot 2022-02-23 at 16.41.47.png|250px|thumb|The top of the main screen. The list of user views available to the current user can be selected from here. The list can scroll horizontally.]]<h3>User Views</h3> | ||
At the top of the main screen, you will see a list of your assigned Mobile User Views. You can tap and scroll through the list to switch views. Your PTS administrator can name and set up user views for you in the main PTS application. User views define the filter criteria used for the list of prescriptions as well as the way they are sorted and grouped. You can have as many or as few as necessary and can switch between them whenever you want. Only user views of the Mobile type are used by the app. | At the top of the main screen, you will see a list of your assigned Mobile User Views. You can tap and scroll through the list to switch views. Your PTS administrator can name and set up user views for you in the main PTS application. User views define the filter criteria used for the list of prescriptions as well as the way they are sorted and grouped. You can have as many or as few as necessary and can switch between them whenever you want. Only user views of the Mobile type are used by the app. | ||
<h3>Search</h3> | <h3>Search</h3> | ||
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<h3>Groups</h3> | <h3>Groups</h3> | ||
In the main body of the | [[File:Screenshot 2022-02-23 at 16.41.59.png|x300px|thumb|The body of the user view. In this example, prescriptions are grouped by ward, and filtered to only show prescriptions "waiting for collection".]]In the main body of the user view, you will see all the prescription data for the view, grouped by whatever grouping parameter has been defined by your administrator. Grouping by ward or by bag are by far the two most popular options. | ||
[[File:Screenshot 2022-02-23 at 16.42.51.png|x300px|center]] | |||
<h3>Progress Button e.g. Collect/Deliver Button</h3> | <h3>Progress Button (e.g. Collect/Deliver Button)</h3> | ||
The Progress button serves the primary function of the app. Tap the button to progress the group of prescriptions to next stage of the delivery process. For instance, if the prescriptions are waiting for collection, this button will display the ‘collect’ icon and tapping it will collect all the prescriptions in the group. Similarly, if the group was waiting for delivery, the same button would display the ‘deliver’ icon and tapping it would deliver the group of prescriptions. | [[File:Screenshot 2022-02-23 at 16.43.00.png|x75px|left]] | ||
The Progress button arguably serves the primary function of the app. Tap the button to progress the group of prescriptions to the next stage of the delivery process. For instance, if the prescriptions are waiting for collection, this button will display the ‘collect’ icon and tapping it will collect all the prescriptions in the group. Similarly, if the group was waiting for delivery, the same button would display the ‘deliver’ icon and tapping it would deliver the group of prescriptions. | |||
Recording collection and delivery can require the recording of mandatory notes, as defined by your system administrator. Very typical is a surname and signature note to be required on delivery. | Recording collection and delivery can require the recording of mandatory notes, as defined by your system administrator. Very typical is a surname and signature note to be required on delivery. | ||
<h2>Notes</h2> | <h2>Notes</h2> | ||
The recording of notes is the biggest change for users of the PTS 4 delivery app. Notes can be recorded manually via the Add Notes button, or can be automatically recorded when performing a specific task, e.g. Delivery. The available notes, including automatic notes, are set up and curated by your PTS system administrator. | The recording of notes is perhaps the biggest change for users of the PTS 4 delivery app. Notes can be recorded manually via the Add Notes button [[File:Screenshot 2022-02-23 at 16.47.04.png|x25px]], or can be automatically recorded when performing a specific task, e.g. Delivery. The available notes, including automatic notes, are set up and curated by your PTS system administrator. | ||
Recording a note (whether automatically or manually), often involves prompting for additional input. This can involve prompting for free text, a date & time, a signature, and more. This is also configured by a system administrator. | |||
<h3>Automatic Notes & Mandatory Notes</h3> | <h3>Automatic Notes & Mandatory Notes</h3> | ||
Automatic notes are when an ‘auto-recorded note’ is added to the ‘on collection’ or ‘on delivery’ status of a prescription type. Where those notes also require additional information, | Automatic notes are when an ‘auto-recorded note’ is added to the ‘on collection’ or ‘on delivery’ status of a prescription type. Where those notes also require additional information, this essentially makes the note mandatory when collecting/delivering an item and failing to enter the requested information will cancel the action. | ||
In the context of the delivery app, by far the most common use of notes is a mandatory delivery note to acquire a signature and surname of a recipient. If any prescriptions within the group require such a delivery note, upon recording delivery, you will be prompted to hand the device to the recipient for them to record a signature. The app will guide the recipient to sign on the line using their finger and to tap the green text when they are done. Similarly, if the note (or another relevant delivery note) requires a surname or some other free text, the app will prompt for it now. | In the context of the delivery app, by far the most common use of notes is a mandatory delivery note to acquire a signature and surname of a recipient. If any prescriptions within the group require such a delivery note, upon recording delivery, you will be prompted to hand the device to the recipient for them to record a signature. The app will guide the recipient to sign on the line using their finger and to tap the green text when they are done. Similarly, if the note (or another relevant delivery note) requires a surname or some other free text, the app will prompt for it now. | ||
Revision as of 12:24, 1 March 2022
Installation & Setup
Please see the separate installation and setup guide available from tmsinsight.com for instructions on initial setup of the app.
Opening the App & Logging In
If the device is locked you will have to unlock it using your predefined password or unlock code. This code will have been set up by pharmacy IT and as such TMSi will not be able to give you the code or reset it for you. If you’re not sure how to unlock the device please contact the pharmacy department.
Open the app by tapping its icon on the device’s home screen. You will see a short animation while the app tries to connect to your PTS server. When that is complete you will see the login screen; enter your username and password to log in. If your username and password are accepted, the device will download and process your prescription data.
Main Screen
User Views
At the top of the main screen, you will see a list of your assigned Mobile User Views. You can tap and scroll through the list to switch views. Your PTS administrator can name and set up user views for you in the main PTS application. User views define the filter criteria used for the list of prescriptions as well as the way they are sorted and grouped. You can have as many or as few as necessary and can switch between them whenever you want. Only user views of the Mobile type are used by the app.
Search
Start typing in the search field to search through the currently selected user view.
Groups
In the main body of the user view, you will see all the prescription data for the view, grouped by whatever grouping parameter has been defined by your administrator. Grouping by ward or by bag are by far the two most popular options.
Progress Button (e.g. Collect/Deliver Button)
The Progress button arguably serves the primary function of the app. Tap the button to progress the group of prescriptions to the next stage of the delivery process. For instance, if the prescriptions are waiting for collection, this button will display the ‘collect’ icon and tapping it will collect all the prescriptions in the group. Similarly, if the group was waiting for delivery, the same button would display the ‘deliver’ icon and tapping it would deliver the group of prescriptions.
Recording collection and delivery can require the recording of mandatory notes, as defined by your system administrator. Very typical is a surname and signature note to be required on delivery.
Notes
The recording of notes is perhaps the biggest change for users of the PTS 4 delivery app. Notes can be recorded manually via the Add Notes button 
, or can be automatically recorded when performing a specific task, e.g. Delivery. The available notes, including automatic notes, are set up and curated by your PTS system administrator.
Recording a note (whether automatically or manually), often involves prompting for additional input. This can involve prompting for free text, a date & time, a signature, and more. This is also configured by a system administrator.
Automatic Notes & Mandatory Notes
Automatic notes are when an ‘auto-recorded note’ is added to the ‘on collection’ or ‘on delivery’ status of a prescription type. Where those notes also require additional information, this essentially makes the note mandatory when collecting/delivering an item and failing to enter the requested information will cancel the action.
In the context of the delivery app, by far the most common use of notes is a mandatory delivery note to acquire a signature and surname of a recipient. If any prescriptions within the group require such a delivery note, upon recording delivery, you will be prompted to hand the device to the recipient for them to record a signature. The app will guide the recipient to sign on the line using their finger and to tap the green text when they are done. Similarly, if the note (or another relevant delivery note) requires a surname or some other free text, the app will prompt for it now.
Enter the required information and tap the OK button. If any mandatory collection/delivery notes are not completed, then collection/delivery cannot proceed.
Confirming Delivery
After tapping the green deliver button, you will be prompted to scan the ward user delivery code to confirm the delivery. The ward user delivery barcode is usually found at the reception area of the ward. Hover the camera over the barcode to confirm delivery. If you are in low light conditions you can use the volume buttons to turn the torch on and off. Once the device recognises the barcode it will beep.
Note for system administrators: what you’re scanning here is any user code that can authorise the chosen delivery. As above, this is typically the appropriate ward user delivery code, but it can be any user code that is assigned to the ward or has an elevated user level. Accordingly, this barcode should be printed from the users setup page, and not the wards setup page.
It’s possible to configure the app to require a confirmation scan and other mandatory notes (e.g. signature/surname) on collection as well as delivery. This can be useful in situations where the item is collected at the hatch. The process plays out in the same way.
If the item has a delivery address specified, you will see a button to begin satellite navigation to the recipient’s address if you are a certain distance away from the point of delivery. You may not be allowed to deliver the item if you are too far away.
Uploading Data
If ‘Auto-Upload’ is enabled, the app will attempt to upload whenever a collection or delivery is performed. As Wi-Fi is often unavailable at every delivery location this option is turned off by default. Your data is safe, even when an upload fails, but it can be tedious to have to wait for the upload to abort before continuing.
To perform a manual upload, simply tap the blue cloud icon, or utilise the pull-down-to-refresh function on the main screen.