Creating Inspections - Selective Room Selection

The process below shows how to create an inspection with the rooms specifically chosen:

1.  Click on the Quality Management button  to open the Quality Management Supervisor List:

2.  Select the Supervisor involved in the inspection.

3.  Click on the Add Inspection  button before the Supervisor Name.  You will see the Add Inspection form below:

4.  Select the Supervisor  who will perform the inspection.

5.  Select the Selectively option for Choose Rooms. .

NOTE:  The number of rooms selected will be the number of rooms for one date only.  If several dates are selected for inspection dates, the number of rooms in the Rooms Selected for Inspection table will be divided between the selected dates.

6.  Click on the Select Date(s) button  to schedule your inspection(s).  This button opens the figure below:

NOTE:  Dates in the calendar are colored differently.  Red means that an inspection has been scheduled for those dates. White areas mean that the days are open to schedule inspections.  Gray area(s) is/are your selected or current date(s).

7.  Select the date for your inspection using this calendar.  You can also select multiple dates for your inspections.  However, as was noted before, the rooms are divided between the selected dates when possible.  If five rooms were selected for the inspection and three dates, then the five rooms would be divided between the three days with two rooms on one day, two rooms on another day, and one room for the last day. Using the mouse, click on the date(s) you desire.  The dates selected will highlight in gray.  Dates marked as red will not be available to use for inspection.

8.  If you are content with your dates, click on the OK button.  Otherwise click on the Cancel button.  Canceling the date selection will require you to re-do steps 8 and 9.

9.  After selecting the date(s) for your inspection, you will be taken back to Add Inspection dialog box:

Notice a change in the Add Inspection window: .  This shows the scheduled date for the inspection.

10. You have a choice as to how the rooms can be selected using the buttons below:

By Assignment  – Clicking on this button opens the dialog box below:

In this dialog box, the user can set the criteria with the Supervisors drop down list.  The supervisor criterion setting shows only those assignments a supervisor handles.  The user selects the rooms from any of the assignments by clicking on the check boxes before the Room Names/Descriptions.  The user can select any number of rooms from multiple assignments he wants to include in the inspection.

By Building  – Clicking on this button opens the dialog box below:

In this dialog box, the user selects the rooms anywhere in a building.  The user can select any number or rooms from different buildings to include in the inspection.

By Building/Floor  – Clicking on this button opens the dialog box below:

This dialog box works like the previous dialog box except for the fact that user can select rooms on a per floor basis rather than per building basis.  The user can select any number of rooms from multiple floors to include in the inspection.

By Subsection  – Clicking on this button opens the dialog box below:

In this dialog box, the user can set the criteria with the Supervisors drop down list.  The supervisor criterion setting shows only those subsections that a supervisor handles.  The user can select rooms from any of the subsections listed.  The user can select any number of rooms between the subsections to include in an inspection.

By Department  - Clicking on this button opens the dialog box for departments.  In this dialog box, the rooms are selected from anywhere that is part of a department.  The user can select the departments with the rooms to include in the inspection as shown below:

 By Room Type  – Clicking on this button opens the dialog box below:

In this dialog box, the user can set the criteria for where the rooms may be located using the Buildings, Floors, and Subsections fields.  The Buildings/Floors/Subsections field criteria setting show only those room types that are available in the selected building/floor/subsection.  The user can select rooms depending on the room types available that have rooms fulfilling all specified criteria to include in an inspection.

By Patient Rooms  – Clicking on this button opens the dialog box below:

Like the previous dialog box, the user can set the criteria for where the patient rooms may be located using the Buildings, Floors, and Subsections fields.  The Buildings/Floors/Subsections field criteria setting show only those patient rooms that are available in the selected building/floor/subsection.  The user selects the patient rooms that fulfill all specified criteria to include in an inspection.

NOTE:  User can mix and match their inspections with any combination of rooms using the buttons listed above.

11. Depending on your room selections above, you will be given a list of rooms.  Below is an example:

At this point, you can review the rooms the Quality Review generated for inspection.  If there is a room you do not want included in the inspection, select the room by clicking on the check box before the Room Description and click on the Remove Selected Rooms button .

12. Click on the OK button in the Add Inspection dialog box if you are content with the date(s) and the rooms for your inspection.  To cancel, click on the Cancel button.

13. If you are satisfied with the rooms and date for the inspection, click on the Save button .  To cancel, click on the Close button.

14. Click on the Print QA Report button  if you want a paper copy of the inspection you created.

15. Repeat steps 2 through 14 for all other inspections you want to create.

NOTE:  Scheduling Inspections is no longer required and can be done by adding inspection directly in the ES Optimizer module in the ES Mobile Manager App.  Please see the ES Optimizer Mobile section for more details.