simplebooklet thumbnail

of 0
KbPort    WORKFLOW     USER GUIDE 882 Butler Street Pittsburgh, PA 15223 412 487.4663 support kbport.com
www.kbport.com  THANK YOU FOR CHOOSING WORKFLOW    As a web-based, fully-integrated Sim Center management tool, WorkFlow  ...
www.kbport.com  CONTENTS THANK YOU FOR CHOOSING WORKFLOW    .................................................................
www.kbport.com Delete User ..................................................................................................
www.kbport.com CONFIGURING WORKFLOW    SP CASES .............................................................................
www.kbport.com Session Inventory ............................................................................................
www.kbport.com  CONFIGURING WORKFLOW    SETTINGS ACCESSING WORKFLOW    1. Open a web browser 2. Enter your WorkFlow    sys...
www.kbport.com  5. The KbPort    ETC interface will be displayed  6. Click the  WorkFlow     tab in the main menu  KbPort ...
www.kbport.com  7. The WorkFlow    Dashboard will be displayed  CONFIGURING WORKFLOW    LOCATIONS Before creating courses ...
www.kbport.com  IMPORTANT  If your KbPort    Simplicity    solution includes one or more AVMatix    devices, these devices...
www.kbport.com  Note  The nodes created in  Locations  have no type-based hierarchal restrictions. For example, a building...
www.kbport.com  Editing Nodes 1. Click  Settings    Locations  in the main WorkFlow    menu 2.  Settings     Locations  wi...
www.kbport.com  Removing Nodes 1. Click  Settings    Locations  in the main WorkFlow    menu 2.  Settings     Locations  w...
www.kbport.com  Adding Devices 1. 2. 3. 4.  Click  Settings    Locations  in the main WorkFlow    menu  Settings     Locat...
www.kbport.com  6. Enter  Device Name  and  IP Address  for the device  7. Click  Add Device  8. The new device will appea...
www.kbport.com  Removing Devices 1. Click  Settings    Locations  in the main WorkFlow    menu 2.  Settings     Locations ...
www.kbport.com  CONFIGURING WORKFLOW    SYSTEM SETTINGS WorkFlow     System Settings  contains important configuration and...
www.kbport.com  Common System Settings Functions Subsections - Submenu   WorkFlow Settings  contains extensive information...
www.kbport.com  8. Kiosk Settings     contains customization, display, authentication, and other management settings for K...
www.kbport.com  Many subsections within  WorkFlow Settings  contain similar features and functions. This section of the us...
www.kbport.com  To select multiple, non-sequential items   1. Click the first item name 2. Press and hold  Ctrl  on your k...
www.kbport.com  Filtering and Sorting Items  To facilitate ease of use and maximize efficiency, WorkFlow    includes flexi...
www.kbport.com  To sort by available criteria   1. 2. 3. 4.  In the main item list, click the column name by which you wis...
www.kbport.com  To delete items, locate and click the  -  button at the bottom of the page  in our inventory example below...
www.kbport.com  Select the items for your report. Click  Report .  The report for the selected items will load in a new wi...
www.kbport.com  Sales Contacts The  Sales Contacts  page lists sales contacts, their contact information and customized no...
www.kbport.com  Adding Sales Contacts  1. Click  Settings    System Settings  in the main WorkFlow    menu  2. The  WorkFl...
www.kbport.com  Editing Sales Contacts  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. The  WorkFl...
www.kbport.com  Deleting Sales Contacts  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. The  WorkF...
www.kbport.com  4. To select multiple, sequentially listed contacts for deletion  a. Click the name to highlight the first...
www.kbport.com  5. To select multiple, non-sequentially listed contacts for deletion  a. Click the name to highlight the f...
www.kbport.com  Reporting     Sales Contacts  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. The  ...
www.kbport.com  5. The report will open in a new window  6. Click  Print  to print the report  Click  Close  to close the ...
www.kbport.com  Vendors The  Vendors  subsection supplies contact information for reordering and tracking consumables and ...
www.kbport.com  7. Click  Add   to cancel  Add Vendor  click  Cancel   8. Vendor information will be saved  the system wil...
www.kbport.com  Deleting Vendors  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Vendors  i...
www.kbport.com  a. To select multiple, sequentially listed vendors for deletion  i. ii. iii. iv. v.  Click the name to hig...
www.kbport.com  Reporting     Vendors   1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Vend...
www.kbport.com  Occupations The  Occupations  subsection provides a comprehensive list of possible occupations that can be...
www.kbport.com  Editing Occupations  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Occupat...
www.kbport.com  Deleting Occupations  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Occupa...
www.kbport.com  4. Select occupations you wish to delete a. To select multiple, sequentially listed occupations for deleti...
www.kbport.com  5. Click  Delete  6. The  Delete Occupation  confirmation popup will appear, displaying the list of occupa...
www.kbport.com  b. To select multiple, sequentially listed occupations  i. Click the name to highlight the first occupatio...
www.kbport.com  Races The  Races  subsection lists potential race and ethnicity information that can later be assigned to ...
www.kbport.com  4. Click the name to highlight the race you wish to edit  5. Click  Edit  6. The  Edit Race  popup will ap...
www.kbport.com  4. Click the name to highlight the race you wish to delete  5. Click  Delete  6. The  Delete Race  confirm...
www.kbport.com  a. To select multiple, sequentially listed races for deletion  i. Click the name to highlight the first ra...
www.kbport.com  6. The  Delete Race  confirmation popup will appear, displaying the list of races to be deleted  7. Click ...
www.kbport.com  b. To select multiple, sequentially listed races  i. Click the name to highlight the first race in the seq...
www.kbport.com  Medications The  Medications  subsection provides a comprehensive and customizable list of medications tha...
www.kbport.com  Editing Medications  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Medicat...
www.kbport.com   Deleting Medications  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Medic...
www.kbport.com  Reporting     Medications  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  M...
www.kbport.com  c. To select multiple, non-sequentially listed medications  i. Click the name to highlight the first medic...
www.kbport.com  Symptoms The  Symptoms  subsection provides a comprehensive and customizable list of symptoms that can be ...
www.kbport.com  Editing Symptoms  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Symptoms  ...
www.kbport.com  4. Click the name to highlight the symptom you wish to delete  5. Click  Delete  6. The  Delete Symptom  c...
www.kbport.com  b. To select multiple, non-sequentially listed symptoms for deletion  i. Click the name to highlight the f...
www.kbport.com  4. Click the name to highlight symptom s  for your report  a. By default, no symptoms are selected  clicki...
www.kbport.com  c. To select multiple, non-sequentially listed symptoms  i. Click the name to highlight the first symptom ...
www.kbport.com  Question Classifiers The  Question Classifiers  subsection provides categories or labels for question type...
www.kbport.com  Editing Question Classifiers  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click...
www.kbport.com  4. Click the name to highlight the classifier you wish to delete a. To select multiple, sequentially liste...
www.kbport.com  Honor Code An Honor Code is a statement to which students pledge to abide before participating in an OSCE,...
www.kbport.com  Editing Honor Codes  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  Honor C...
www.kbport.com   Deleting Honor Codes  Click  Settings    System Settings  in the main WorkFlow    menu Click  Honor Code ...
www.kbport.com  AVMatix Templates The  AVMatix Page Templates  subsections allows administrators to create a timing and lo...
www.kbport.com  Adding AVMatix Templates  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  AV...
www.kbport.com  7. In the  Location to Play  area, check the box next to each location where the page will play be heard  ...
www.kbport.com  10. Enter the desired  Template Name   11. Enter relevant description information in the  Description  tex...
www.kbport.com  Editing AVMatix Templates  1. Click  Settings    System Settings  in the main WorkFlow    menu 2. Click  A...
www.kbport.com  5. Click  Delete  6. The  Delete AVMatix Templates  confirmation popup will appear, displaying the list of...
www.kbport.com  2. Click  Email SMTP Settings  from the  WorkFlow Settings  submenu 3. The  Email Settings  main page will...
www.kbport.com  a. Email Address     this email address will be used to send notifications to WorkFlow    users and will b...
www.kbport.com  10. Click  Ok  to close the confirmation message 11. The system will return to the  Email Settings  main p...
www.kbport.com  Accessing  Notifications   1. Click  Settings    System Settings  in the main WorkFlow    menu 2. The  Wor...
www.kbport.com  d. Scheduling Email     enter recipient email address for the user who should receive notifications relate...
www.kbport.com  5. Click  Edit  6. Edit Subject, Revision, Send Time, Email Text and Message Variables as needed a. Subjec...
www.kbport.com  Report Details The  Report Details  feature of WorkFlow   allows you to customize report headers  for all ...
www.kbport.com  CONFIGURING WORKFLOW    - BULK USER IMPORT The  Bulk User Import  function in the main Workflow    menu al...
www.kbport.com  4. A popup window will appear  click the radio button next to  Save File  to save a copy of the spreadshee...
www.kbport.com  7. Save  sample.xlsx   You can change the filename now  8. Return to the Bulk User Import page 9. In the  ...
www.kbport.com  a. Student b. Instructor c. Standardized Patient Note  The  Bulk User Import  function uploads according t...
www.kbport.com  18. When the import has been successfully completed, the system will return to the  Viewing Users  page  C...
www.kbport.com  2. The  Bulk Import Inventory  popup will be displayed  3. Click the  this format  link to download the Bu...
www.kbport.com  a. Name      enter the name of the item as it will appear in the system b. Category      for each inventor...
www.kbport.com  9. In the  File  section, click  Browse  10. Navigate to and click the filename to select the file saved i...
www.kbport.com  16. When the import has been successfully completed, the system will return to the  Viewing Inventory  pag...
www.kbport.com  CONFIGURING WORKFLOW    USERS There are three ways to add import users  Administrator, Standardized Patien...
www.kbport.com  3. Click  Add User  4. The  User Editor  page will be displayed 5. The  User Editor  page includes 3 categ...
www.kbport.com  USER IMAGE It is possible to import an image to easily identify the user. 1. Click  Choose Image  2. Uploa...
www.kbport.com  3. The user   s city can be populated in the  City  field 4. Select a state using the  State  dropdown men...
www.kbport.com  Add A Certification 1. Click  Add  to access the  Add a Certification  page 2. Add the certification title...
www.kbport.com  Edit A Certification 1. Click the name of the Certification you wish to edit 2. Click  Edit  3. Edit the  ...
www.kbport.com  Deleting a Certification 1. Click the name of the Certification you wish to delete 2. Click  Delete User  ...
www.kbport.com  Edit User 1. Click  Users  2. The main screen of  Users  will be displayed a. Select the name of the user ...
www.kbport.com  7. Click  Send Email   to Cancel, click  Cancel   Report The User Report includes all user and contact inf...
www.kbport.com  ADD RESOURCE It is possible to add new resources to the Inventory. 1. Click  Inventory  in the main Workfl...
www.kbport.com  b. Equipment generally consists of items such as simulators, medication carts, beds, etc., and is on a per...
www.kbport.com  8. For Consumables only, enter the Available Quantity  the current, on hand item quantity  9. For Consumab...
www.kbport.com  Contact Information Contact Information contains the Sales Contact information for the selected item withi...
www.kbport.com  Delete Resource If required, items within the inventory can be easily removed. 1. Click  Inventory  in the...
www.kbport.com  Report A report consisting of all the Inventory items and their descriptions, costs, and quantities can be...
www.kbport.com  CONFIGURING WORKFLOW    LIBRARIES CONFIGURING WORKFLOW    WORKSHEETS Learner worksheets can be included wi...
www.kbport.com  Add Text Item This function allows the user to add a Header, Sub Header and Instructions to a worksheet as...
www.kbport.com  Add an Answer  1. Click  Add  2. The prompt for a multiple-choice answer will be displayed 3. Enter the An...
www.kbport.com  Item Classifier  Item Classifier allows the user to classify what kind of question it is by categorizing i...
www.kbport.com  Possible Points  The Possible Points are the maximum number of points the participant can earn on each que...
www.kbport.com  Global Scale 1. Click  Add Question    Global Scale  2. Enter the desired prompt in the  Text  field  this...
www.kbport.com  Clear All Worksheet Entries 1. Click  Clear All  to remove all current worksheet entries 2. Click  OK  to ...
www.kbport.com  Delete a Worksheet 1. 2. 3. 4.  Select the worksheet you wish to remove Click  Delete  The  Delete Workshe...
www.kbport.com  STEP 1     Add Scenario 1. Click  Add Scenario  2. Enter the Scenario name and title 3. Clicking  Save  at...
www.kbport.com  STEP 4     Environment and Distractions 1. Click  Libraries    Sim Scenarios  in the main WorkFlow    menu...
www.kbport.com  STEP 7     Scenario Narrative The Scenario Narrative details information pertaining to both the learner ex...
www.kbport.com  example, notes could contain potential complication path s , potential error path s , and optimal manageme...
www.kbport.com  b.  For website links, enter the URL into the address field, then click  Attach   c.  For links to ETC    ...
www.kbport.com  Print a Sim Scenario 1. From the Sim Scenarios Library, select the scenario to be printed 2. Click  Print ...
www.kbport.com  access the SP Cases setup, select  Libraries    SP Cases  in the main WorkFlow    menu.  STEP 1     Add Ca...
www.kbport.com  6. The following fields can be manually entered as desired  Major Purpose of Case, Primary Challenge s , P...
www.kbport.com  3. Click  Add  under Current Medications a. Select the Medication name from the drop-down menu b. Manually...
www.kbport.com  STEP 5     Case Social History 1. Select the  Case Social History  tab 2. Manually enter in the Socioecono...
www.kbport.com  7. To save the case and exit the case editor, click  Save   to cancel and exit the case editor, click  Can...
www.kbport.com  1. Select the  SP Training Guide  tab 2. Click and type in necessary information in each desired field 3. ...
www.kbport.com  d. Click  Add  to designate the selected user s  as trained  click  Close  to cancel the selection. 2. To ...
www.kbport.com  STEP 14     Case Report The Case Report function generates a printable report the details the case informa...
www.kbport.com  ADD A COURSE 1. Click  Courses  in the main WorkFlow    menu 2. Click  Add Course   Course Information 1. ...
www.kbport.com  Attachments Attachments are important for instructors if they need to attach documents that have already b...
www.kbport.com  Prerequisites Prerequisites are classified as courses that are required as a prior condition. You can choo...
www.kbport.com  Grade Settings The Grade Settings section is where the instructor or administrator assigns the grading wei...
www.kbport.com  c. Students - provides the ability to select an individual student, multiple students, or all students for...
www.kbport.com  Clear Weights  Selecting  Clear Weights  will reset all the current grade weights to 0  the default , mean...
www.kbport.com  c. Hours represents the number of hours the Instructor logged for teaching the course d. The Payment Amoun...
www.kbport.com  Evaluators An Evaluator is a person who attends the course that is being taught by the Instructor and eval...
www.kbport.com  Edit an Evaluator  1. Select the Evaluator you wish to edit 2. Click  Edit  to edit information as necessa...
www.kbport.com  4. Enter the Materials Sent, Course Fee, Registration Date, Invoice Date, Status, Payment Received and Not...
www.kbport.com  2. Click  Edit  to edit information as necessary 3. Click  Save  Delete a Participant  1. Select the Parti...
www.kbport.com  c. The Quantity adjusts the number of items included in the Budget Item d. The Unit Cost is the cost of a ...
www.kbport.com  COURSES - SCHEDULE Each session of a Course is divided into multiple periods, the specific time and date o...
www.kbport.com  5. Click the calendar icon next to the  Period End  field and select the period end time and date 6. Use  ...
www.kbport.com  2. Select  Show Details  to view the list of scheduled sessions for the course 3. Click  Bulk Add  to open...
www.kbport.com  10. To enable self-signup and allow enrolled course participants to select their own session periods, chec...
www.kbport.com  Editing a Period  1. Select the  Schedule  tab within the Course Editor 2. Select  Show Details  to expand...
www.kbport.com  c. For Pass Fail designation, click the appropriate option d. Enter any grader comments for review by the ...
www.kbport.com  CONFIGURING WORKFLOW    SIM SESSIONS IMPORTANT  The Information tab for a new course must be completed and...
www.kbport.com  Create a Sim Session  1. Select the  Sim Sessions  menu of the  Session  tab 2. Click  Add Sim Session  3....
www.kbport.com  4. Designate the worksheet   s availability to learners by selecting from the  Activity  drop-down menu 5....
www.kbport.com  Attaching an Evaluation Worksheet 1. Select  Evaluation Worksheet  2. Use the drop-down menu to select a w...
www.kbport.com  MANAGING SIM SESSIONS Editing a Sim Session 1. Select the  Session  tab within the Course Editor 2. Select...
www.kbport.com  Session Inventory The Inventory function of the Course Session tab allows Instructors and Administrators t...
www.kbport.com  IMPORTANT  If using a KbPort   -configured barcode scanner, select the desired scanner function before sca...
www.kbport.com  IMPORTANT  Because SP Sessions are integrated into the overall course structure of WorkFlow   , you must h...
www.kbport.com  Settings 1. Select the  Settings  tab 2. To enable an option for the session, mark the corresponding box  ...
www.kbport.com  Cases 1. Select the  Cases  tab 2. For each encounter, select the desired case name from the corresponding...
www.kbport.com  4. To attach a Post Session worksheet to be completed by all participants, select the desired worksheet fr...
www.kbport.com  2. To enable playback of the selected template during the session, checkmark the box 3. To save the sessio...
www.kbport.com  Note  Clicking  Save  with the calendar selection window open will close the SP Session Editor. Click anyw...
www.kbport.com  PARTICIPANT SCHEDULING There are three options for assigning participants within the SP Session schedule  ...
www.kbport.com  Worksheet Availability Worksheet Availability enables or disables the SP case   s worksheets from being av...
www.kbport.com  LEARNER ASSIGNMENTS, SCHEDULING, AND SIGNUP Note  The following steps vary depending on which participant ...
www.kbport.com  2. Click  Save   the window will return to the SP Session listing on the course schedule tab 3. To access ...
www.kbport.com  Student Self-Signup Scheduling If student signup is selected as the participant scheduling option, then al...
www.kbport.com  e. To close the SP Session Scheduler without saving any changes, click  Close  and then select  OK  when p...
www.kbport.com  Print SP Session Schedule 1. From the  Schedule  tab   s SP session list, click on the session you wish to...
www.kbport.com  d. To grade a different learner on the same worksheet, select the next desired name from the  Completed By...
www.kbport.com  CONFIGURING WORKFLOW    REPORTS The Reports tab is a pre-populated list of reports in the system. To view ...
www.kbport.com  COURSE COST The Course Cost Report is a breakdown of the cost of a course. The Budget, Resources, Particip...
www.kbport.com  4. Click  Show Report  5. The report will open as a PDF in a new window  END OF LIFE The End of Life repor...
www.kbport.com  2. Click  View Report  3. Click the drop-down arrow to select the student 4. Select the course s  the stud...
www.kbport.com  LONGITUDINAL COURSE REPORT The Longitudinal Course Report shows grades for one or more course s  for each ...
www.kbport.com  SCHEDULE REPORT  BY LOCATION  The Schedule Report  by Location  shows activities and length by location. 1...
www.kbport.com  COURSES COST The Courses Cost Report shows the cost of courses in a date range. Click  Courses Cost  1. Cl...
www.kbport.com  3. Use the drop-down arrow to select the Course s  for which you wish to view a report 4. Use the drop-dow...
www.kbport.com  4. Use the drop-down arrow to select the SP Session for which you wish to view a report 5. Click the  Hide...
www.kbport.com  COURSE INVENTORY COST REPORT The Course Inventory Cost Report will display a report of all costs and reven...