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Healthwatch Hub - Local Healthwatch User Guide

1. Change the properties of the page item by following Edit Document in Manage Report Documents Edit web part page Screenshot Name Type a file name for your Web Part Page The file name appears in headings and links throughout the site Layout Select a layout template to arrange Web Parts in zones on the page Multiple Web Parts can be added to each zone Specific zones allow Web Parts to be stacked in a horizontal or vertical direction which is illustrated by differently colored Web Parts If you do not add a Web Part to a zone the zone collapses unless it has a fixed width and the other zones expand to fill unused space when you browse the Web Part Page Name Example Page ASPXx C Overwrite if file already exists Choose a Layout Template Header Footer 3 Columns Full Page Vertical Header Left Column Body Header Right Column Body Header Footer 2 Columns 4 Rows Header Footer 4 Columns Top Row Left Column Header Footer Top Row 3 Columns Right Column Header Footer Top Row 3 Columns Create Cancel Here you can add content add a link to a document PDF or other and add web parts to the page Step 1 Description Click on the Local Reports web part header on the home page of the local Healthwatch Screenshot Local Reports Page 12 of 94 Healthwatch Hub User Guide Step Description Click on the name of the web part
2. Ifyou are unsure about a column value you may leave it blank provided it is not a mandatory field When all the data has been validated copy the data from existing sheet to Datalmport workbook in the Template spreadsheet Save final file locally for upload to Info Bank To create new comment data within the Template spreadsheet downloaded from Info Bank Open the Template sheet go to the Datalmport workbook Fill the column values Select values where dropdowns are available otherwise type data Screenshot we Go s on ek e 11 17 13 CRMProviderld Providerld Name 1 101604150 1 101604168 1 101604186 1 101604195 1 101606204 1 101606213 1 101606222 1 101606231 1 101606240 1 101606248 1 101606257 1 101606266 4 t Page 84 of 94 Locations Healthwatch Hub User Guide AddressLine1 121097 Sailsbury Management Services Limi Salisbury House 83 85 Egerton Park 121098 Mr amp Mrs F Renshaw Markham Road 121099 B Gelfand 11 St Vincents Road 121100 Lynden Hill Clinics Limited Lynden Hill Clinic Linden Hill Lane 121101 Argyle Care Group Limited Redcourt Care Home 121102 The Laurels Nursing Home Hastings 71 Old London Road 121103 Amberwood Care Home Limited 121104 Barons Park Nursing Home Limited 121105 Brookdale Health Care Limited 121106 Belford Care Limited 121107 Chatting Independently Limited 121108 Star Residential Home Limited 218 Aylestone Lane Baron
3. Processing Completed or Processing Failed based on the result The Error column will be updated with either the error details in case of failure Or record count plus other information in case of successful import Screenshot File Name commentimport_template_afternoon_201304261553563572 xls File Name commentimport_test_S00rows_201304291503350708 xls commentimport_test1_S00rows_201304291453180974 xls 7270 commentimport_S00rows_201304260958431910 xls Page 88 of 94 Batch Status Processing Completed Processing Completed Processing Failed Processing Completed Created Batch Status Processing 29 04 2013 15 03 35 29 04 2013 14 53 29 04 201 26 04 2013 Created 26 04 2013 15 53 56 Processing Start Time 29 04 2013 15 05 53 29 04 2013 14 55 43 29 04 2013 10 24 00 26 04 2013 10 22 27 Processing End Time 29 04 201 29 04 201 29 04 201 26 04 201 Healthwatch Hub User Guide Processing Start Time Processing End Time 26 04 2013 16 07 04 3 15 06 29 3 14 56 39 3 10 24 05 3 10 23 12 Errors Warnings gt gt gt 482 rows inserted gt gt gt 482 rows inserted Please see the logs for error details gt gt gt 483 rows inserted 1 9 2 Automated Processing of Comment Import Workbook Scheduled job processes workbook validates and accepts or rejects Step Description System processes newly created batches with a status of Received every 30 m
4. Select Provider s Selected providers 1 Four 1 Recruitment Ltd x Search Page 57 of 94 Select E 4 5 Next Last Showing 1 to 5 of 30 258 entries Name Name 06 Care Ltd Address Line 1 Aire Valley Business Centre Address Line 2 14D Orchard House Lawkholme Lane Postcode BD21 3BB CRM ID 1 264952453 Name 1 Four 1 Recruitment Ltd Address Line 1 13 Pelham Court Pelham Place Address Line 2 Broadfield Postcode RH11 9SH CRM ID 1 299041719 Name 1 Stop Rec Limited Address Line 1 Suite 3 4 Cadman House Address Line 2 Peartree Road Stanway Postcode C03 ONW CRM ID 1 342448295 Name 1 to 1 Care UK Limited Address Line 1 The Notcutts Centre Address Line 2 Nuneham Courtenay Postcode OX44 9PP Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Screenshot Select Provider s homecare uk Search Showing 1 to 3 of 3 entries filtered from 30 258 total entries Selected providers Select Name Name Acorn Homecare UK Limited Address Line 1 Studio 1 Old School Studios Address Line 2 40 Lynchford Road Postcode GU14 6EF CRM ID 1 101643979 Name Guardian Homecare UK Limited Address Line 1 7 The Courtyard Address Line 2 Campus Way Postcode MES ONZ CRM ID 1 116865400 Name Happy Homecare UK Limited Address Line 1 Chorley Business And Technology Centre Office 13 Address Line 2 Euxton Lane Euxton Pos
5. Show Options and ensure user has Edit permissions Healthwatch Barnsley x Click Share to complete Include a personal message with this invitation Optional HIDE OPTIONS MW Send an email invitation Select a permission level Page 32 of 94 Healthwatch Hub User Guide Step Description Screenshot 9 The user will now be granted edit permission for the document library C Name Type Permission Levels Approvers SharePoint Approve Group barnsley hwhub onmicrosoft com User Edit Managing read and write permissions on a document item If wishing to allow read write access to specific documents and for one or more users external or Local Healthwatch you can do so by following these instructions Step Description Screenshot 1 To allow users nO nayg read ane write access click on edit testis iaceos ot icon and click on site content Shared with Li Add a page Add an app Site contents Design Manager Site settings Getting started Office 365 settings Page 33 of 94 Step Description Screenshot Click on the document library you wish to change Reports permissions for p 3 items Modified amp hours ago Select the item that wish to edit permissions for By clicking on the check box next to it Ed ExamplePage s hours ago Click on the files option in the top ribbon and then click on m shared with Finally click
6. new item Screenshot Recent Whats hot My discussions 7 ls it beer oclock yet 1 reply By Healthwatch Lewisham In General April 76 0 likes like pies do you a 2e Meat and Potato By Healthwatch Lewisham In General Latest reply by Healthwatch Lewisham Share your tips here for getting the most out of the Hub 0 replies By Healthwatch Admin In General April 23 0 likes What is the state of the care at home programme ce By Healthwatch England In General April 21 TIRES April 26 Healthwatch Hub User Guide Li Add a reply Create categories C4 new item Page 43 of 94 Healthwatch Hub User Guide Step Description Sree Add the category information and click save Categories Category Name The name of the category Description What should community members talk about in this category Category Picture Type the Web address Click here to test the ee Add a picture that represents this category Page 44 of 94 Healthwatch Hub User Guide 1 4 Search Within this section you will be shown how to run searches and how to change the content you wish to search via the search scopes Step Description Screenshot 1 Click in the search box at the top right and select from the drop down what scope you wish to search at Search everything Everything People Conversations This Site 2 Type in your search words and click the search icon Sam
7. 24 Select a Location to which the comment relates optional Location e g care home location amp Click the a button next to the textbox to open the Select Location s page Page 70 of 94 Healthwatch Hub User Guide Step Description Screenshot If you have selected a Provdier above then only those Select Location s locations relating to the selected Provider will be shown 7 l TAG Search Showing 1 to 5 of 45 entries filtered Sina Shiai i io Either navigate to the desired Location using M Selected locations 1 Church Road x Select Name First Previous 2 3 4 5 Next Last 4 buttons go Name 1 Church Road Address Line 1 Wembdon or Search for a Location byt typing any text in the Address Line 2 nul Postcode TA6 7RQ search box and hit the search button it will bring back CRM ID 1 127641430 locations whose name address postcode crm id ame ADP Dental Company Bridgwater Address Line 1 East Quay matches the sea rch text Address Line 2 ae Postcode TA6 4GP Then tick the checkbox next to the Location you want only AR EEEN one location can be selected and click Ok e a O Address Line 2 null Postcode TA6 3BS CRM ID 1 199357155 O Name Ash Ward Willow Ward and Wessex House Address Line 1 Barclay Street Address Line 2 null 25 Enter Additional Location Details optional Additional Location Details 12 Provide the Commissioner to which the comment relates Commissioner option
8. Religion Belief Buddhist Jewish Christian Muslim Hindu Sikh Page 74 of 94 Healthwatch Hub User Guide Step 23 24 25 26 27 28 Description Provide the Sex of the commentator optional Select a value from the options in the dropdown Provide the Sexual Orientation of the commentator optional Select a value from the options in the dropdown Enter the Progress Outcome if investigating issues relating to the comment optional Max 1000 characters Enter any Local Healthwatch Analysis carried out by the and to be stored against a comment optional Max 1000 characters Click Save and New to save the form data and enter a new comment Or Click Save to save the form data Or Click Cancel to exit the form without saving Before saving the form will validate the data Screenshot Sex Male Female Transgender Prefer not to say sexual Orientation Lesbian Gay Bisexual Heterosexual ldo not wish to disclose Progress Outcome 1000 of 1000 characters remaining amp Local Healthwatch Analysis 1000 of 1000 characters remaining amp Example Page 75 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Screenshot Ce Validation Errors lf there are no validation issues the form data will These aac a biol 3 ea carcas be saved required form fies have been completed Ifthe validation fa
9. 1 8 4 Step Search Comments Description Navigate to the Info Bank homepage or hit the Comments button in the top navigation bar Expand the required filters Click on any filter group like General E amp D Characteristics to view the various filters Screenshot Comments wv Search Reset Export General Tags and Organisation ESD Characteristics Age Band All wa Disability Marital Status All iy Ethnic Origin All Religion or Belief All n Sex All ka Sexual Orientation All v Other Page 79 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Screenshot Enter or select value s in the filter s Tags and Organisation For example Age Band 18 to 24 Provider 06 Care Ltd17319 PIT 8 Access to senviceCar Parking Select options 7 Service Type e g A E or Care Home amp Select options 7 Providers 06 Care Lid17319 Q ESD Characteristics Age Band 18 to 24 w Run a Search After you ve selected the filters hit the Search button and the matching comments will be displayed in the grid uae Clear Search filters O Hit the Reset button to clear all search filters Reset Export comments E3 Export The Export button will export all comments from the grid into an excel spreadsheet User will be prompted depending on browser to save or open the excel spreadsheet Do you want to open or save Com
10. 5 Update fields and click Stop Stop editing this list All Items v Title 19 04 2013 20 00 Page 18 of 94 Step Description To Delete select the item as you did in previous section and click on the Items drop down in the top ribbon Click Delete Item to confirm Screenshot BROWSE ITEMS UST se Version History bd 7 8 Shared With 2 1 Mew View Edit item Folder Item Item J Delete Item Mew Manage Page 19 of 94 Healthwatch Hub User Guide 1 2 4 Manage Meetings Healthwatch Hub User Guide To edit delete update items please use the same method shown within the Manage Issues section Below is a reference to the fields this list contains This is list is specific for the Meetings web part Step Description 1 Meetings list fields are descripted below gt Title This is the title that will displayed gt Enterprise Keywords These are the keywords that are associated with the item gt Description A general description gt Start Date This is the date that is used in the web part and if the date is lower than today s date it will be previous section gt The External Link is a URL field and you can enter a hyperlink to any related content for the meeting Screenshot Title Enterprise Keywords Description Start Date External Link Page 20 of 94 PT Enterprise Keywords are shared with other users and applications t
11. April 2013 Tu We Th 2 3 4 9 10 11 16 1 18 25 24 25 30 Fr 12 19 26 Sa 13 20 May 2013 Su Mo Tu We Th Fr Sa il 2l Done Step 19 20 21 22 23 Description Example Postcode of the commentator Provide the Sentiment behind the comment mandatory Select a value from the options in the dropdown Provide the Commentator Audience mandatory Select a value from the options in the dropdown Provide the Commentator Type mandatory Select a value from the options in the dropdown Enter Additional Event Details if any IF you are providing your own event details please select Event in the Source column Select a Provider to which the comment relates optional Screenshot Sentiment required amp Negative Neutral Positive Mixed Unclear Commentator Audience required Individual Grou Commentator Type required amp Carer Relative Serice User Service Provider Professional Visitor Carer and Relative Provider e g BUPA or Airedale Hospital amp Page 69 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Screenshot Select Provider s Click the 8 button next to the textbox to open the ete alee eee Select Provider s page Showing 1 to 5 of 30 258 entries Selected providers 1 Four 1 Recruitment Ltd x Select Name Either navigate to the d
12. User Guide Settings Step 4 Description Search Reports After you ve selected the filters hit the Update button and the matching Reports will be displayed in the grid Clear Search filters Hit the Reset button to clear all search filters Screenshot rs rA Update Reset Page 67 of 94 Healthwatch Hub User Guide 1 8 Manage Comments Healthwatch Hub User Guide One of the purposes of the Info Bank is to store comment data This can be achieved one comment at a time or by bulk import 1 8 1 Add Comment In order to enter a new comment a user must complete and save the comment form Step Description Screenshot 15 Click Add Comment on the InfoBank homepage to navigate to Comment Form Add Comment 16 Provide the comment Capture date mandatory Captured required 02 05 2013 To enter a date select the calendar icon beside the text box O March 2013 and click on the desired date as Wa ie a Gk 10 if 24 31 tiia 13 14 14 19 20 21 Today 17 Provide the Source where the comment originated Source required mandatory Community group Select a value from the options in the dropdown Consultation Correspondence COG Email Event Focus Group 18 Enter the details about Commentator Residential Area optional EC 8RR Page 68 of 94 Fr 15 22 29 Sa 16 23 30 Commentator Residential Area Mo 1 3 15 22 29 H
13. Ifthe validation fails error message will be displayed and respective fields will be highlighted Screenshot Service Type e g A E or Care Home required maximum 10 items amp Child and Adult Mental Health Services Other Services Ambulance Services Cardiology Check all Uncheck all Childrens Services child and Adult Mental Health Services Other Services Hospital Service Accident and Emergency Acute Care jwAmbulance Services Cancer Services Cardiology Care of the Elderly Document Choose a file to upload and add or replace the existing report document Click Save to start the upload and update the report record Choose File MO file chosen Save Cancel Example Validation Errors There are a total of 2 validation errors Ple Page 60 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Secombe Report Type Required amp This field is required Page 61 of 94 m Source required amp This field is required m Healthwatch Hub User Guide 1 7 2 Edit Report Step Description Screenshot 1 Click Reports on the InfoBank homepage to navigate to the Info Bank Essex Q Comments E Reports Import Comments Settings reports area 2 Select the Report Fist Previous 1 Next Lasta 10 E records per page Click on the amp button next to the Report you want to edit Ref synopsis LocalHea
14. Type is the web address and type description is the name of the link gt Notes Details that are attached to the link gt Aggregate Check this box if you wish to aggregate Screenshot Useful Links URL Notes Aggregate Page 22 of 94 Type the Web address Type the description Click here to test Save Cancel 1 2 7 Manage Web Pages and Content Healthwatch Hub User Guide Within this section we will be showing how to make changes to the Home page This section includes how to add edit delete web parts on this page It also includes how to add text to the page text Step Description Navigate to either the home page resources or announcements page Click on the Icon and select Edit Page To update page content click in the page content section and add text Screenshot Healthwatch England amp Show Ribbon Lc EO e ee Ea Shared with h this site re viewil Edt page all local Add a page Add an app o Site contents Design Manager Site settings Getting started Office 365 settings Page Content Welcome to the Hub for Essex You can update the Info Bank read and submit useful documents for Healthwatch Essex take part in the community discussion area and catch up with Healthwatch England too Page 23 of 94 Step Description 5 To add a web part to the page click on Add a Web Part 4 Select the category and the p
15. allow users to have read and write access click on edit icon in top right hand side of page Click on site settings Under User and Permissions click Site permissions Screenshot Healthwatch England ch this site we View all local Show Ribbon 10 i Shared with O Edit page Add a page Add an app Site contents Design Manager Site settings Getting started Office 365 settings Users and Permissions People and groups Site permissions Access requests and invitations Site collection administrators Site app permissions Page 28 of 94 Step 4 Description Click the Members group prefixed with your Local Healthwatch name Click on New and then Add Users Type in the name of the person and any message you wish them to receive Click Share to confirm Screenshot Essex Members Actions New Setting Add Users Add users to this group Everyone except exte Share Essex Add people to the Essex Visitors group Healthwatch Essex x Include a personal message with this invitation Optional SHOW OPTIONS Page 29 of 94 Healthwatch Hub User Guide Giving read and write access for users to a document library Healthwatch Hub User Guide If wishing to allow other Local Healthwatch or external users the ability to edit documents within a library on your Local Heathwatch site you can do so by following these instr
16. on advanced 7 S Shared With Page 34 of 94 Healthwatch England Sample Healthwatch Hub User Guide 5 6 Step Description Click Stop inheriting permissions on the ribbon bar Click OK Screenshot Shared With x Healthwatch Admin lt Healthwatch England Healthwatch Essex Everyone except external users INVITE PEOPLE EMAIL EVERYONE ADVANCED BROWSE PERMISSIONS Se v Q Manage Stop Inheriting Check Parent Penmisstons Permissions Inherntance Check You are about to create unique permissions for this document Changes made to the parent folder or document library permissions will no longer affect this document Page 35 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Screenshot 7 Click Grant Permissions on the ribbon BROWSE PERMISSIONS io ae af Delete unique Edit User permissions Permissions Permissions Inheritance Grant Wio 8 Enter the name of the Local Healthwatch or external user Invite people to Edit you wish to give permissions to Click Show Options and ensure user has Edit permissions Healthwatch Barnsley x Click Share to complete Include a personal message with this invitation Optional HIDE OPTIONS MW Send an email invitation Select a permission level Page 36 of 94 Step 9 10 Description The user will now be gran
17. person you wish to give access to 3 Type a message to the recipient s optional 4 Click Show options to reveal the security group to which the user will be invited 5 Change the group to Visitors prefixed with your local Healthwatch name Screenshot Share Essex as Shared with lots of people Invite people to Edit I ve invited you to our Local Healthwatch site from here you can access comment data and documents HIDE OPTIONS Ml Send an email invitation Select a group or permission level Essex Members Edit PPL Ler l a Approvers Approve Designers Design Essex Members Edit Essex Owners Full Control Essex Visitors Read Excel Services Viewers View Only Hierarchy Managers Manage Hierarchy Restricted Readers Restricted Read Style Resource Readers No Access Translation Managers Restricted Interfaces fol Page 48 of 94 Step Description Click Share to send the invitation Notification will show the invitation was successful Healthwatch Hub User Guide Screenshot Healthwatch England y Fe 7 BED reag Essex l Shared with external users View All Local Healthwatch re Page 49 of 94 1 6 2 Review Current External User Invitations Healthwatch Hub User Guide The following lets you review any sharing invitations you ve sent to external user s allowing access to your Local Healthwatch Healthwatch England a
18. publish is because you want to save the changes you have done but not make them available to everyone The last step to publishing the page is to click on the Publish button in the ribbon at the top Click Publish icon and on the next screen add comments and click continue Screenshot BROWSE PAGE A O Le Save Mew Check Y ka Edit PAGE P IF wo Check In BROWSE PAGE PUBLISH E Publish Publishing Page 26 of 94 Healthwatch Hub User Guide Step Description Screenshot 11 To delete a web part click on the drop down next to the web part header and click Delete f o H Minimize Close x Delete ES Edit Web Part F I Export 1 2 8 Manage Announcements Page To see how to change content please use the same methods shown in the home page section 1 2 9 Manage Resources Page To see how to change content please use the same methods shown in the home page section Page 27 of 94 Healthwatch Hub User Guide 1 2 10 Give users read and write access to the Local Healthwatch Manage Security Healthwatch Hub User Guide If you want other Local Healthwatch users or externally invited partners to update content for your Local Healthwatch site you can add them to a Members group for your Local Healthwatch Once a member of this group they can add edit and delete content They can t however managed the site and security Step 2 3 Description To
19. tabular data within the Hub enabling web based access for viewing and updating the data 5 Click on edit icon and click on site content Healthwatch England Shared with Li Add a page Add an app Site contents Design Manager Site settings Getting started Office 365 settings 6 Click on Add new app add an app Page 40 of 94 Click Custom List Add name of new list and click Create Custom List Popular built in app App Details Adding Custom List Pick a name You can add this app multiple times to your site Give it a unique name Advanced Options Page 41 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide 1 3 Community 1 3 1 Add a new discussion thread Starting a discussion thread opens the question or topic up for other Local Healthwatch users to participate Step Description Screenshot I Navigate to the community site via the top navigation menu 2 To add a discussion click on the new discussion link new discussion 3 Add the discussion information in the form and click Save Body Question C I am asking a question and want to get answers from other members Category General Save Cancel Page 42 of 94 Step Description To add a comment on a discussion click on the discussion link Add comments and click reply To create a discussion category click on Create categories Then click
20. the Comment form Provide the Age Band of the commentator optional Select a value from the options in the dropdown Enter the Disability of the commentator concisely optional Max 1000 characters Screenshot Service Type e g A E or Care Home required maximum 10 items amp Child and Adult Mental Health Services Other Services Ambulance Services Cardiology Check all Uncheck all Childrens Services child and Adult Mental Health Services Other Services Hospital Service Accident and Emergency Acute Care jwAmbulance Services Cancer Services Cardiology Care of the Elderly 4ge Band Liss 17 and under 18 to 24 25 to 49 50 to 64 65 to 79 0 Wasn t asked Unknown Disability amp Page 73 of 94 Healthwatch Hub User Guide Step Description 20 Provide the Marital Status of the commentator optional Select a value from the options in the dropdown 21 Provide the Ethnic Origin of the commentator optional Select a value from the options in the dropdown 22 Provide the Religion Belief of the commentator optional Select a value from the options in the dropdown Screenshot Marital Status single Married Divorced Widowed Civil Partnership Cohabiting Ethnic Origin Black African Any other Black Background Caribbean Asian Any other Asian Background Bangladeshi Indian Pakistani Chinese or other Ethnic Group Any other Ethnic Group Chinese
21. 31 PAaG ANCW GISCUSSION CAT COG sencer ar a E a E E tee 42 LA SEARCH oioi e T E E E E O pus VieneeiSudaaie viens 45 1 3 NAVIGATE TO INFO BANK arreen n E E E N E ds csmeanieaicceamenenniannicn Tawa 47 1 6 INVITE EXTERNAL USERS TO LOCAL HEALTHWATCH a vsaccwsassictvganteiicgsswslexsanveadceastaleeipnsereanneevees gan evens 47 T61 GrOAEEXTCINGLUSCr ACCESS orir eara r E E ior elemtenaiben teenies 47 1 6 2 Review Current External User Invitations cccssccccccccsssesseccccnssesecccssaeesscesenaaees 50 1 6 3 Remove External User From Security Group sccccsssscccesecccnsececensessansececeseceeenses 53 Ais Pa IVIRINAIGE REPORT Seien A san ache A sew towed sateen eed Pn eae ewan ye een as 56 i Wy ee AUER 9 ae ee CR Re eee Re eee See eee eR eee me EIS eves rere Reet meet rn eee tes 56 In order to create a new Report you must fill in and save the Report fOrm 00000006 56 brs CHE ROD OIE Saat teresa ected caiah EE E EE EE seh Aee ada ee geese 62 Los Delete CVO a ec Tee rR eee ne PE Ae ee 65 TIA SCONE ODOM area T S RAN OE ENETEIA 66 dic MANAGE COMMENTS wsasaoetneinct sserwacataunaned cur ian E seen Sunnie retrace sunmmund oe ysiees tiers 68 18 1 Add COMMTICH eicint A E G 68 In order to enter a new comment a user must complete and save the comment form 68 Le TI COMMEN aea a E A e A a dence 76 Page 2 of 94 Healthwatch Hub User Guide Les Delte Conmeen onen a E EE 77 Lea Search Comnen senar oi eeshan raat se Sk
22. And check to make sure you typed the correct password Page 4 of 94 1 1 2 Step Navigate to a Local Healthwatch Description From any site click the View all local Healthwatch link in the top right of the page Click the Local Healthwatch you wish to visit Alternatively enter the name of the Local Healthwatch you wish to search for in the box above the listing and click the search icon or hit enter key This will reduce the listing based on your search term Screenshot Search this site 7 D You are viewing Healthwatch Engeland View all local healthwatch URL Bury ai Essex n Gloucestershire an Lewisham ams Bury re Page 5 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide 1 2 Manage Local Healthwatch Site Definitions Web Part Widget A Web Part is a reusable component that can be added to any web page within the Hub These components allow you to do things such display rich text content on a page surface documents from a library or display a YouTube video Web Part Zone Web Part Zones are a predefined section on a page to which users can add Web Parts There are often many web part zones on a page allowing users to position web parts as required Web Part Page A Web Part Page is a single page of rich content and contains a number of Web Part Zones and can be edited and added to as required Home Announcements and Resources are all instances of a web part pag
23. Care Group Limited Location Willow Tree Survey Telephone Lodge In this case open the Template sheet downloaded from Info Bank and Organize the columns in your existing sheet similar to Page 83 of 94 04 04 2013 Correspondence some comment 04 04 2013 Correspondence some comment Healthwatch Hub User Guide CommentSubTopics CommentTopics ServiceTypes Commissioners Set To LY Cc CommentatorResArea AgeBand Disability Me some comment 25To49 Sensory Din 26T049 Sensory Dir 2 To49 Sensory Div 268to49 Sensory Div CoCommentatorResArea Sentiment Co RH10 6SF Negative Neutral Positive Unclear Step 12 Description the column order in the template sheet Ensure that column values in the existing sheet map to a lookup value in the template sheet For example in the scenario above Email is one of the options in the Source lookup so that is fine but observe that Not Known is not an option in the Sentiment lookup so you must change the column text so that it maps to an option in the Sentiment lookup Provider Location The lookup for Provider Location in the template sheet contains Providerld Locationld To map the provider location data from your existing sheet open the Providers Locations workbook in the template sheet search for Provider Location based on Name Address Postcode etc copy the Providerld Locationld to your existing sheet
24. Healthwatch Hub User Guide Healthwatch Hub Local Healthwatch User Guide Author s Date 7t May 2013 Reviewed by Version 1 0 Page 1 of 94 Healthwatch Hub User Guide 1 LOCAL HEALTHWATCH ADMINISTRATOR osssssesessossssssssososessesososossesesssosossesesssososessesssosese 4 Tele COMIMION TASKS cenn a tuaieene amu ias tatsentas imeieia auen ta daneinea iano tahdaenma ane 4 Pld Navigate TO TNC AUD wsscrscesestavecerseriniewsemienrusoecasiadeeeheneausehesveteaieaeeris 4 L12 Navigate torg Local HeGltnwatcn seirer seis a 5 1 2 MANAGE LOCAL FIEALTAWAT CH SITE vissri a scouiagnseaussiamiaraorstnn ET TO 6 124 Manage Report DOCUMENTS eeren a 6 1422 Manage Guidance DOCUIMCINS viscsiccesstncacecrnsesatenasetstorntzessawasnscs EEA TEE 17 Leds Mandge ISSUCS Aae E E R 17 LDA MWIGNGOCIVICCEINGS een E E veces E T 20 125 2 Manage ANNOUNCEMENTS errara an EE ee 21 1 2 6 Manage Vsefal LINKS viciccssseictesensienuitedeliacaduseulecsamacdnecadaveuseedaeseadeseaeviawentecentaieasteust 22 1 2 7 Manage Web Pages and Content scccssesecccessceceesecccesecccesecscensessssecssesscssanses 23 L28 Mandge ANNOUNCEINCNTS Fage eiea a E O 2 LAI Manade RESOUICES POG C i sucess E ns eta erat ene oe ae 2 1 2 10 WIIG SECUR a bases sieiscoeette E E E O E E R 28 1 2 11 Managing Local Healthwatch Site ccccccsesecccssececeesececsecenenscseeesesseesecesanses 38 DD COMMUNITY ennan an a sh pels E cg yi aes cea leaner aah een peas as 42 L
25. SER INVITATIONS wf Person F dan jump outlook com ses 4 r Page 51 of 94 Step Description Screenshot Change the dropdown to amend the group the user has been invited to Visitors Read and is the recommend group for external users unless you wish them to be able to edit content Bury Visitors Read Permission Click RESEND to send a reminder invitation to the external user Requested By via email eee Healthwatch England Click WITHDRAW to cancel the invitation Request for Bury Requested on 21 04 2013 20 37 Status Pending Expires in 713 days RESEND WITHDRAW Page 52 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide 1 6 3 Remove External User From Security Group To revoke access for an external user you must remove them from the group you invited them to Note this does not revoke their access to Healthwatch England you must contact a system admin or support to have them remove the user entirely Step Description Screenshot 1 Navigate to Local Healthwatch 2 Click cog icon in top right of screen and select Site Settings G PEG S thwatch England amp Shared with l E E Add a page ite f Al Add an app al Site contents Design Manager i Site settings F a ELi a l od 3 Select People and Groups Users and Permissions People and groups Page 53 of 94 Step Description Screenshot Select Visitors group or whichever group you added the
26. ad Template Workbook uploading a comment batch 9 The downloaded workbook contains multiple sheets with lookup data required as part of a comment e Datalmport sheet that should contain final transformed comment data to be imported into Info Bank Page 82 of 94 Step Description Screenshot e Lookups protected sheet used for validating data Instructions Datalmport Lookups e Other Sheets contain lookup data for use in transforming your own comment data into the format and values required for import into the Info Bank A D 10 Bulk Comment Import Workbook Key Features Captured ERR 1 Doesn t replicate Comment Form and logic for data Sa ee 04 04 2013 Correspondence some comment entry 2 Limited to 500 rows per workbook 3 Contains lookup values in multiple work sheets 4 Lookups work sheet used for import and contains ID values for selected lookup fields 5 Maximum of 10 topics and service types can be selected for any comment record Mandatory fields marked in Red in Datalmport sheet 11 If you have an existing spreadsheet with comment data Transform existing comment data using lookup data in i template and copy final set into the Datalmport sheet 1 Eapiren 2 o3 2013 For example in the existing excel workbook you have 3 o04 Event comment data such as Focus Group 5 pg g onma lee Source Email Sentiment Not Known Provider 7 o7 7 England Argyle
27. al Airedale Wharfedale and Craven CCG Ashford CCG Aylesbury Vale CCG Barking amp Dagenham CCG Barnet CCG Barnsley CCG Basildon and Brentwood CCG Bassetlaw CCG Bath and North East Somerset CCG Select a value from the options in the dropdown Page 71 of 94 Step 13 14 15 Description Select whether the commentator would recommend the service optional Enter the Comment text optional Max 1000 characters Provide the Comment Topic mandatory Select atleast 1 or maximum 10 items from the dropdown To close the dropdown click anywhere on the Comment form Healthwatch Hub User Guide Screenshot Would the individual supplying the comment recommend this service to friends or family Comment Comment Text 987 of 1000 characters remaining Please concisely without providing any personally identifiable information enter the comment you hawe recened good comments Topic e g Access to serviceCar Parking required maximum 10 items Distance to a service Opening hours Car Parking h Check all Uncheck all 3 Bo li DOOKING Service wPistance to a service opening hours Fame day Appointment Waiting times Environment Place Building and Facilities pear Parking mFaumnment Page 72 of 94 Step 16 17 18 Description Provide the Service Type mandatory Select atleast 1 or maximum 10 items from the dropdown To close the dropdown click anywhere on
28. ane Seda ndaculecauneaaemansaasgaasnipndanaac aes 79 129 BULK IMPORT COMMENT Seieren E ANAO ARO 82 1 9 1 Upload Workbook and Schedule IMpOrt ccccscccccsseseeecesecccesecscenseesansecesesecenanses 82 1 9 2 Automated Processing of Comment Import WorkboOOK eeseeseeeseeesenesenereneeeneeen 89 1 9 3 View Batchand Comments eseunensnsnenn kiarn a a a 90 194 DeleteBatchand COMMOCHIUS sseprernira ne eerie 91 2 EXTERNAL PARTNER USER cdcstisetocedscevnst vases cacdensnedteiwatecadcshuesevateticedeuavedteiustecavesaueansenancesss 92 21 SIGNING INTOA LOCAL HEALTHWAT OH s acieissvicucas tannin eE ETE main aeiens 92 2 2 ACCESSING OTHER LOCAL HEALTHWATCH SITES AND CONTENT ss ssssssssssssssessrsssressseesressresssresereseeee 94 Page 3 of 94 1 LOCAL HEALTHWATCH ADMINISTRATOR 1 1 Common Tasks 1 1 1 Navigate to the Hub Step Description 1 If not already logged in enter link to Hub in browser address bar https hwhub sharepoint com 2 Enter login details sent to you by Healthwatch England and click Sign in 3 You will be taken to the Hub or receive a warning message if entering incorrect details Healthwatch Hub User Guide Screenshot gateshead testhwhub onmicrosoft com eee00006 L Keep me signed in Sign in We don t recognize this user ID or password Make sure you typed the user ID assigned to you by your organization It usually looks like someone example com or someone example onmicrosoft com
29. art you wish to add There are many web parts for you to use and add functionality or content to your pages 5 Click on the Add button Healthwatch Hub User Guide Screenshot Header _ Add a Web Part Categories Parts La BUSINGSS Vata Comimanity A EliContent Editor Ae E i j Content Rollup EllGet started with your site Document Sets alimage Viewer Filters ElMedia Web Part iiPage Viewer Fe P cea EllPicture Library Slideshow aT i Elscript Editor Search z Social Collaboration Upload a Web Part Add Page 24 of 94 Eisilverlight Web Part Step Description Sereno To change the web part properties click on the arrow next to the web part title bar and click on Edit web part 7 Change the web part properties and click the Apply and OK button Minimize Close x Delete Edit Web Part F Connections EF Content Editor Content Link To link to a text file type a URL C O Test Link Appearance Page 25 of 94 Healthwatch Hub User Guide Step 8 10 Description Finally click on Page in the top ribbon and click Save Your changes will not be seen by other Local Healthwatch until you check in and publish the page If you wish to check in your changes click on Page and Check in Add your comments and click Continue The reason why you may want to Check in content and not
30. cular row all mandatory cells are filled in there are no duplicate values for CommentSubTopics there are no duplicate values for ServiceSubTypes Click Upload New Batch to navigate to the workbook upload page Click or double click browser dependent Add bulk import file to upload completed workbook Browse to the completed workbook held locally Click Start Upload to upload bulk import workbook and schedule the batch for processing Click Cancel to abort the upload and return to batch listing When the file is uploaded successfully a new record is created and Batch import scheduled e The File name is updated and made unique e Batch status marked as Received e Created date equals current date time of upload Screenshot LocalHealthwatc hAnalysis Any analysis carried out by the Local Healthwatch and to be stored against a comment Upload New Import Batch Add bulk import file Start upload File Name commentimport_template_201304220215025704xls commentimport_template_201304220151066227 xls commentimport_template_201304220150515742 xls me a me is ea ce el ee Page 87 of 94 me Ae eee Pee ee eee Oe ee ee ee Pee ll Batch Status Received Received Received Healthwatch Hub User Guide Step 19 20 Description The batch status will change to Processing when being imported At the end of processing the batch status will change to
31. e deleted Step Description Click Import Comments in navigation to navigate to the bulk upload page Click Delete Batch and Comments for the batch to be removed Confirm deletion or click Back to List to return to the list of batches On confirmation of deletion if the batch has been processed all related comments will be deleted Otherwise the file will be removed before being processed Screenshot Import Comments eee ee ep eee aae aae File Name essex comments batch jan_201304021143231651 xs essex comments batch feb_201304021144062307 xls essex comments batch mar 201304021144129602 xls Batch Status Received Received Received Created Processing Start Time 02 04 2013 11 43 23 02 04 2013 11 44 06 02 04 2013 11 44 13 Processing End Time Are you sure you want to delete this Page 91 of 94 Error Healthwatch Hub User Guide Delete Batch and Comments Delete Batch and Comments Delete Batch and Comments Healthwatch Hub User Guide 2 EXTERNAL PARTNER USER 2 1 Signing into a Local Healthwatch External invited users must have a Microsoft Account or have associated their current email address with Windows Live ID External users can do this at https signup live com or the link is available when being first invited to a Local Healthwatch Without this an external user cannot access the Hub or Info Bank Step Descriptio
32. e the form data Or Click Cance to exit the form without saving 1 8 3 Delete Comment Step Description Screenshot 3 Select the comment to delete comment Form CI ick on the 4 button next to the com ment you Wa nt to lease note that strictly no safeguarding information should be uploaded onto the Hub Safeguarding alerts should be ecorded in the existing manner and follow existing routes delete gt omment Reference Ess4 3eneral The comment form will open pre filled with comment data Saptured required Source required Commentator ResidentialArea 02 05 2013 5 Correspondence v d3413443 sentiment required Commentator Audience required Commentator Type required Unclear v Individual v Relative v dditional Event Details jkhdg7832t1 dnb amp amp 98 JIrganisation Details elect a provider location or commissioner Selection of one or more providers and or locations is not permitted required rovider e g BUPA or Airedale Hospital 1 Stop Rec Limited22034 Q ocation e g care home location 1 Stop Rec Limited27004 Q 4 Click Delete button to delete the comment Save and New Page 77 of 94 Healthwatch Hub User Guide Step Description Screenshot Confirm Deletion Delete You are about to delete this record this procedure is irreversible Click Yes on the confirmation to delete the comment Or AE No to abort delete operation Yes No Page 78 of 94
33. e within your Local Healthwatch site i Manage Report Documents This part of the document shows you how to manage documents in the reports documents library This document library is used within the Local Reports web part that is situated on the home page The methods outlined in this part can be used to update other document libraries Each Local Healthwatch can upload reports or other documents to their own library and make these available for themselves and other Local Healthwatch to view download Add Document to Manage Report Documents Step Description Screenshot 1 Click on the Local Reports web part header on the home page of the local Healthwatch Local Reports 2 Click on the Add New Document Link new document Page 6 of 94 Healthwatch Hub User Guide Step Description Secombe 3 Click on the Browse Button Add a document eae ee Browse Upload files using Windows Explorer instead Overwrite existing files Find file and click open and click ok Page 7 of 94 Step Description Screenshot Add information with the document you have uploaded and Reports Sample txt click Save Enterprise keywords are any word s you believe best describes your document and can be used by other Local Ld x do Cut E Copy Healthwatch to search for the document e aa ease Commit Clipboard Healthwatch Hub User Guide x Delete Item Actions Content T
34. ent from the Report Documents Step Description Screenshot 1 Click on the Local Reports web part header on the home page of the local Healthwatch Local Reports 2 Click on the tick next to the document you wish to edit 3 Click on the Files link in the top ribbon FILES 4 Click on the Delete Document link below the top ribbon lt Delete Document Page 10 of 94 Healthwatch Hub User Guide Adding Web Content to a Document Library This sections shows you how to add content to the Local Reports document library This will enable you to create a Web Part Page and show you how to add content into that Web Part Page You might choose to create a web part page when a document isn t suitable for the content you wish to display For example a web page containing links to other sites or information you wish to let the user view quickly rather than having to open a document Add web part page to library Step Description Screenshot 1 Click on the Local Reports web part header on the home L T rt page of the local Healthwatch sider A 2 Click on the Files link in the top ribbon 3 Click on the New Document drop down and select Web ia i ee Part Page New Upload New Fy Document Document Folder Doc Document m WE Create a new document Web Part Page Create a new Web Part page 1 Page 11 of 94 Step 4 D Description Add name and select layout and click Create
35. esired Provider using woe Address Line 1 Aire Valley Business Centre Address Line 2 14D Orchard House Lawkholme Lane Postcode BD21 3BB h gl E h 4 Next Last b utto ns CRM ID 1 264952453 N Name 1 Four 1 Recruitment Ltd Address Line 1 13 Pelham Court Pelham Place or Search for a Provder by typing any text in the Ataresa Line 2 Sate search box and hit the search button it will bring back e Providers whose name address postcode crm id Address Line t Sute 3 Cadman House Address Line 2 Peartree Road Stanway matches the search text ee g Name 1 to 1 Care UK Limited Then tick the checkbox next to the Provider you want only Address Line 4 The Notctts Contre Address Line 2 Nuneham Courtenay one Provider can be selected and click Ok ee v Select Provider s homecare uk Search Showing 1 to 3 of 3 entries filtered from 30 258 total entries Selected providers Select Name Name Acorn Homecare UK Limited Address Line 1 Studio 1 Old School Studios Address Line 2 40 Lynchford Road Postcode GU14 6EF CRM ID 1 101648979 O Name Guardian Homecare UK Limited Address Line 1 7 The Courtyard Address Line 2 Campus Way Postcode ME8 ONZ CRM ID 1 116865400 Name Happy Homecare UK Limited Address Line 1 Chorley Business And Technology Centre Office 13 Address Line 2 Euxton Lane Euxton Postcode PR7 6TE CRM ID 1 342376888
36. his box select Event in the Source column The Provider to which comment relates to lookup and select or leave blank The Location to which comment relates to lookup and select or leave blank Additional location details The commissioner for which a comment relates to lookup and select or leave blank Would you recommend this service to others or members of your own family Value must be Yes No or blank Comments received from commentator The topics used to classify and organise an individual comment minimum of 1 and maximum of 10 items allowed Healthwatch Hub User Guide Step Description Screenshot CommentSubTop ic6 CommentSubTop ic7 CommentSubTop Ic CommentSubTop ic9 CommentSubTop ic10 ServiceSubType1 The service types used to classify and organise an individual comment minimum of 1 and maximum of 10 items allowed ServiceSubType2 ServiceSubType3 ServiceSubType4 ServiceSubType5 ServiceSubType6 ServiceSubType7 ServiceSubType8 ServiceSubType9 ServiceSubType1 AgeBand Disability MaritalStatus EthnicOrigin ReligionBelief SexualOrientatio Commentator sexual orientation ProgressOutcom For storing any progress made if investigating issues relating to the comment WN 0 x lt Page 86 of 94 Step 13 14 15 16 17 18 Description In order to eliminate obvious anomalies in the data which may lead to the batch being rejected please ensure that in a parti
37. ils error message will be displayed and respective fields will be highlighted Commentator Audience required amp Commentator Type required amp J This field is required This field is required 1 8 2 Edit Comment Step Description Screenshot 6 Select the comment Somment Form CI ick on the EA button next to the comment you want to lease note that strictly no safeguarding information should be uploaded onto the Hub Safeguarding alerts should be ecorded in the existing manner and follow existing routes ed It gt omment Reference Ess4 3eneral The comment form will open pre filled with comment gt aptured required Source required Commentator ResidentialArea d ad ta 02 05 2013 Correspondence M sd34r3443 Ma ke the req ul red cha nges sentiment required Commentator Audience required Commentator Type required Unclear v Individual M Relative a dditional Event Details jkhdg7832t1 dnb amp amp 98 Organisation Details elect a provider location or commissioner Selection of one or more providers and or locations is not permitted required rovider e g BUPA or Airedale Hospital 1 Stop Rec Limited22034 Q ocation e g care home location 1 Stop Rec Limited27004 Q Page 76 of 94 Healthwatch Hub User Guide Step Description Screenshot 7 Click Save and New to save the form data and enter a new comment Save and New Save Cancel Or Click Save to sav
38. inutes On start of processing the batch is marked as Processing and validation begins The workbook status will change to one of the following after processing e Processing Failed due to invalid workbook lookup values invalid file format or general system error e Processing Completed all comment records imported The error warnings column will display any issues encountered when processing Depending on the issue the user can choose to e Delete the batch and all related comments e Modify comments manually for any warnings received e Amend and re import workbook if workbook failed to import Page 89 of 94 Screenshot Error Delete Batch and Comments Delete Batch and Comments Delete Batch and Comments Healthwatch Hub User Guide 1 9 3 View Batch and Comments Healthwatch Hub User Guide Each successful batch will remain linked to the comments it imported Related comments can be viewed when making a decision to delete a batch Step Description Screenshot Click Import Comments in navigation to navigate to the bulk upload page Import Comments Click View Batch Comments to see a listing of all comments imported as part of batch VIC Traian COENS CEA BALCI MEES View Batch Comments Delete Batch and Comments View Batch Comments Delete Batch and Comments Page 90 of 94 1 9 4 Delete Batch and Comments If a batch is created by accident before or after processing the batch can b
39. lthwatch Provider Location G amp Ess Test Synopsis Essex 1 to 1 Care UK Limited owing 1 to 1 of 1 entries Page 62 of 94 Step Description Make the required changes The Report form will open pre filled with Report data You can also download delete or replace the attached report document Screenshot Report Form litle Required amp Report Reference amp regulation Ess4 Report Type Required Source required amp Report Type 2 kd cac kad Synopsis Somment Text 987 of 1000 characters remaining ease enter a synopsis for the report Some synopsis Organisation Details select a provider location or commissioner Selection of one or more providers and or locations is not permitted required 2rovider e g BUPA or Airedale Hospital amp Heart of England NHS Foundation Trust21091 Q Document Download Report Delete Report Choose afile to upload and add or replace the existing report document Click Save to start the upload and update the report record Choose File MO file chosen Page 63 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Screenshot ave Cancel Click Save to save the form data Or Click Cancel to exit the form without saving Page 64 of 94 1 7 3 Step 1 Delete Report Description Select the Report to delete Click on the amp button next to the Report you want to delete The Rep
40. mentExport xls 6 50 KB from test hwhub co uk Open Save v Cancel User should ideally Search the comments first and then export Please note that if no Comments filter criteria is specified the Export function will by default export all Page 80 of 94 Healthwatch Hub User Guide Step Description Screenshot comments from the database into the spreadsheet this is limited to 10 000 records per export Page 81 of 94 Healthwatch Hub User Guide 1 9 Bulk Import Comments The Info Bank supports bulk upload of comments via an Excel workbook The steps in this process are a Download template workbook containing extracts of all lookup data within the hub providers locations topics etc b Perform lookups within the template workbook against an existing workbook of your own local comments and transform into the expected format and values c Upload workbook to the Info Bank and monitor batch for processing d Review any warnings or errors and either i View the batch and all associated comments ii Delete the batch and all associated comments 1 9 1 Upload Workbook and Schedule Import User completes workbook template and uploads for processing of required comments Step Description Screenshot 7 Click Import Comments in navigation to navigate to the bulk upload page Import Comments 8 Click Download Bulk Upload Template Workbook to download a copy of the workbook template used for Download Bulk Uplo
41. n Screenshot L When an external user navigates to a Local Healthwatch which they have been invited to via email they will see a similar login screen to Local q Office 305 Healthwatch Admins They must login using their Microsoft Account or Windows Live ID and password Hello If they don t have one of the above they can create one by associating their existing email address with Windows Live ID I ve invited you to our Local Healthwatch site from here you can access comment data and documents Go To Essex Page 92 of 94 Once signed in they will be taken to the Local Healthwatch or Healthwatch England site entered into their address bar before signing in Healthwatch Hub User Guide Welcome to SharePoint Online To accept your invitation sign in with a Microsoft account or an account assigned to you by your organization a Microsoft account a Sign in with the account you use for SkyDrive Xbox LIVE Outlook com or other Microsoft Services Organizational account Sign in with the account provided by your work or school to use with Office 365 or other Microsoft services Don t have erther account Create a Microsoft account it s quick and easy Page 93 of 94 Healthwatch Hub User Guide 2 2 Accessing Other Local Healthwatch Sites and Content If an External User hasn t been invited to a Local Healthwatch they will see an access request message This occurs when naviga
42. nd the Info Bank Step 2 3 Description Navigate to Local Healthwatch Click cog icon in top right of screen and select Site Settings Select Access requests and invitations Screenshot thwatch Ensland amp Shared with I E Add a page ite f Al Add an app al Site contents Design Manager i Site settings 2 es b l od Users and Permissions People and groups Site permissions Access requests and invitations Page 50 of 94 Step Description 4 The screen displays pending and requests for access received from users wishing to access your local Healthwatch but who do not have access typically external users from other Local Healthwatch Also shown are External User Invitations that are sharing invitations you ve sent to external users for your Local Healthwatch 5 Click Show history to show prior sharing invitations 6 Click the edit button next to the invited user to amend their permissions and the invite Healthwatch Hub User Guide Screenshot PENDING REQUESTS Person Permission Requested on Status Request for You are all up to date There are no requests pending EXTERNAL USER INVITATIONS w Person Permission Requested on dan jump outlook com Bury Visitors Read 6 minutes ago SHOW HISTORY HIDE HISTORY HISTORY Person Permission Requested on Status Request for You are all up to date There are no requests pending EXTERNAL U
43. o allow for ease of search and filtering as well as metadata consistency and reuse Ea Type the Web address Click here to test http 7 Type the description Save Cancel Healthwatch Hub User Guide 1 2 5 Manage Announcements To edit delete update items please use the same method shown within the Manage Issues section Below is a reference to the fields this list contains This list is specific for the Announcements web part Step Description Screenshot 1 Meetings list fields are descripted below Announcements gt Title This is the title that will displayed Title FP gt Body This is the text that is displayed in the web Body part gt Expires This is the date that is used in the web part and if the date is less than today it will not be displayed gt Enterprise Keywords These are the keywords that are associated with the item Expires Fre Enterprise Keywords Enterprise Keywords are shared with other users and applications to allow for ease of search and filtering as well as metadata consistency and reuse Save Cancel Page 21 of 94 1 2 6 Manage Useful Links Healthwatch Hub User Guide To edit delete update items please use the same method shown within the Manage Issues section Below is a reference to the fields this list contains This list is specific for the Useful Links web part Step Description Meetings list fields are descripted below gt Url
44. ort form will open pre filled with Report data Click Delete button to delete the Report Screenshot Report Form fitle Required regulation Ess4 Report Type Required Source required Report Type 2 Y CQC y Synopsis zomment Text 987 of 1000 characters remaining ease enter a synopsis for the report Some synopsis Organisation Details select a provider location or commissioner Selection of one or more providers and or locations is not permitted required Provider e g BUPA or Airedale Hospital Heart of England NHS Foundation Trust21091 Q Page 65 of 94 Report Reference Healthwatch Hub User Guide 1 7 4 Step Search Reports Description Screenshot Click Reports on the InfoBank homepage to navigate tothe IRN Em Essex Q Comments W Reports reports area Expand the required filters S Update Reset General Click on any filter group like General Tags and Organisation to view the various filters Tags and Organisation Provider amp q include related locations L Return related locations only L Location amp a Commissioner All Iv Enter or select value s in the filter s Tags and Organisation For example Source Email Provider 06 Care Ltd17319 ee ee ee Select options Service Type e g AtE or Care Home amp Select options m Providers 06 Care Ltd17319 a Page 66 of 94 Import Comments Healthwatch Hub
45. page you created Click on the Page link that is in the top ribbon Click on Edit Page Click on the Add a Web Part link In the categories click on Media and Content and then in parts click on Content Editor Screenshot Name Modified Ed ExamplePage 8 minutes ago fal HWH test script test 2 hours ago Sample About an hour ago PAGE Ga gt Edit Page Full Page Add a Web Part Categories Parts Inala en 2 Community a La Content Rollup a Document Sets a a Page Viewer D Forms 4 E Media and Content Gg Search F Gi Social Collaboration ElContent Editor limage Viewer EllScript Editor Elsilverlight Web Part Upload a Web Part Page 13 of 94 ElGet started with your site Modified By Healthwatch England Healthwatch Essex Healthwatch England EllPicture Library Slideshow Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Sergent Click Add button Click on drop down menu next to the content editor web i peas E Content Editor part and click Edit Web Part Minimize Click here to add new content Close X Delete asss Edit Web Part i Page 14 of 94 Step Description 9 Change the settings of the web part properties not to show a title Scroll down to Chrome Type and select None The header will not be displayed fo
46. ple search 7 D Page 45 of 94 Step Description On the right hand side of this page are filter you can use to refine your search results To change the search type please select from one of the available links Screenshot Result type PDF Word Author Healthwatch Admin Care Quality Commission Diana ElsheikhA Healthwatch Essex SHOW MORE Modified date One Year Ago Today All Everything People Conversations Page 46 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide 1 5 Navigate to Info Bank The Info Bank is where reports and comments are stored and made available for search and extract to Local Healthwatch admins Step Description Screenshot 1 Navigate to your allocated Local Healthwatch site 2 Click the Info Bank link in the top navigation bar Announcements Info Bank Resource 1 6 Invite External Users to Local Healthwatch As a Local Healthwatch you can invite users external to your organisation allowing them read only access to Healthwatch England Hub Your Local Healthwatch and Info Bank data 1 6 1 Grant External User Access The following steps invite an external user to the Hub Step Description Screenshot 1 Navigate to Local Healthwatch site and click Share in top ee senate left of page SHARE y FOLLOW T 5 site v D Page 47 of 94 Healthwatch Hub User Guide Step Description 2 Type the email address addresses of the
47. r your web part Click OK to confirm 10 Click on Click here to add new content link to add content Healthwatch Hub User Guide Screenshot Content Editor Content Link To link to a text file type a URL Test Link Appearance Title Should the Web Part have a fixed height Ores __ Pixels No Adjust height to fit zone Should the Web Part have a fixed width O Yes Pixels No Adjust width to fit zone Chrome State O Minimized Normal Click here to add new content Page 15 of 94 Step 11 12 13 14 15 Description To insert a link to a pdf document click on the insert button in the top ribbon then click on Link drop down and click on From SharePoint Browse to the document you wish to add a link for and click on Insert button When the link is on the page select the link and click the Link menu in the top ribbon Select Open in new tab check box To save the page click on Page and Stop Editing Screenshot BROWSE PAGE FORMAT TEXT INSERT INSERT WEE PART es Table Picture Video and Link Upload Reusable lt Audio n File Content Li Tables Media EEE Content 7 L I m Insert BROWSE PAGE FORMAT TEXT INSERT App Web Part Part Parts lt gt Embed Code Embed Ww Open in new tab BROWSE PAGE Ver
48. s Park Nursing Home Limited 14 Parkway Belford Care Limited Is Rectory Drive 5 New Broadway Providers ServiceRecomment F 4 Field Name Description Mand atory Date the actual comment was registered dd mm yyyy Source the comment originated from lookup Step Description Provider Location The lookup for Provider Location in contains Providerld Locationld To find out the Id of your desired Provider Location open the Providers Locations workbook within the template sheet search for Provider Location based on Name Address Postcode etc note the Providerld Locationld come back to the Datalmport workbook and selected the same Id in the Provider Location dropdown If you are unsure about a column value you may leave it blank provided it is not a mandatory field Screenshot Sentiment CommentatorTy pe Event Provider Location AdditionalLocatio nDetails Commissioner ServiceRecomme ndation Comments CommentSubTop ic1 CommentSubTop ic2 CommentSubTop ic3 CommentSubTop ic4 CommentSubTop ic5 Page 85 of 94 Healthwatch Hub User Guide and select CommentatorRes Address details of the commentator Postcode is Area preferred Sentiment behind the comment like positive negative etc lookup and select CommentatorAu Type of audience lookup and select Y dience Y Type of Commentator lookup and select Enter the titleof your own event If using t
49. sions 7 amp Permissi Edit Properties YX Delete P Manage Page 16 of 94 INSERT D a i URL sites Essex Reports HWH t Open in new tab pro z k Description _ Display Icon Select Remove Link Link gt Bookmark Link Properties Behavior Healthwatch Hub User Guide 1 2 2 Manage Guidance Documents Follow the same process as Manage Report Documents 1 2 3 Manage Issues Healthwatch Hub User Guide Within this section you will be shown how to manage Issues list items When changes are made within this section the Issues web part on the home page of your Local Healthwatch will be updated with the latest content you create Step Description Screenshot Click on the Site Contents link in the top navigation Site Contents Click on the list you wish to add edit delete item in In oo Issues this case the list is Issues EEE 1 item Modified 2 weeks ago Add item by click on the Add Item Link and fill in the new item content Finally click Save gt Title This is the title that will displayed gt Date The date if the issue gt Description A general description Page 17 of 94 Healthwatch Hub User Guide Step Description Secombe 8 a oo Edit item by selecting the item in the list and clicking Edit new item or edit this list Item All Items Find an item D Title Date Description Sample Inu op eersd a
50. tcode PR7 6TE CRM ID 1 342376388 Select a Location to which the Report relates optional Location e g care home location Click the t button next to the textbox to open the Select Location s Select Location s page 4 TAG 2 4 5 Next Last Search Showing 1 to 5 of 45 entries filtered from 4 177 total entries If you have selected a Provdier above then only those Selected locations locations relating to the selected Provider will be shown 1 Church Road x ae ae Either navigate to the desired Location using Name 1 Church Road Address Line 1 Wembdon Address Line 2 null Postcode TA6 7RQ 2 3 4 5 Next Last buttons CRM ID 1 127641430 j i Name ADP Dental Company Bridgwater or Search for a Location byt typing any text in the Address Line 1 East Quay Address Line 2 Symons Way search box and hit the search button it will bring back cc CRM ID 1 199357140 locations whose name address postcode crm id matches the search text Name ADP Dental Company Bridgwater Maldon House Address Line 1 10 York Buildings Address Line 2 null Then tick the checkbox next to the Location you want only postcode 768285 one location can be selected and click Ok Sasa Name Ash Ward Willow Ward and Wessex House Address Line 1 Barclay Street Address Line 2 null V Daectenda TAG GI Y Page 58 of 94 Step Descrip
51. ted edit permission for the document Click Delete unique permissions to remove all custom granted permissions for the document Screenshot C Name L Approvers barnsley hwhub onmicrosoft com BROWSE PERMISSIONS z as af Delete unique Grant Edit User Remove pemissions Permissions Permissions Permis inheritance Grant Modify eS Pe NES EES r ED r Page 37 of 94 Healthwatch Hub User Guide Type Permission Levels SharePoint Approve Group User Edit 1 2 11 Managing Local Healthwatch Site Add new Document Library This section shows you how to create a new document library for storing documents and other content Step Description Screenshot 1 Click on edit icon and click on site content Healthwatch England Shared with Li Add a page Add an app Site contents Design Manager Site settings Getting started Office 365 settings Page 38 of 94 Healthwatch Hub User Guide Step Description Screenshot Click on Add new app add an app Click Document library Document Library Popular built in app App Details Add name of new document library and click Create This could be for storing any types of document similar to Reports or Guidance Documents Page 39 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Add New List This section shows you how to create a new list for storing excel style
52. the PVA E apis eee Went ean e reports area 2 Then Click Add Report to navigate to Report Form Add Report 3 Provide the Report Title mandatory Title Required 4 Provide the Report Type mandatory Report Type Required Select a value from the options in the dropdown Enter and View Report Type 2 Report Type 3 Report Type 4 Source required 5 Provide the Source where the Report originated mandatory Community group Consultation Correspondence DAC Email Event Focus Group Forum Healthwatch England Meeting SuUVeYy Select a value from the options in the dropdown Page 56 of 94 Import Comments Healthwatch Hub User Guide Settings Step Description Provide the Synopsis for the Report mandatory Select a Provider to which the Report relates optional Click the button next to the textbox to open the Select Provider s page Either navigate to the desired Provider using 2 3 4 5 Next Last buttons or Search for a Provder by typing any text in the search box and hit the search button it will bring back Providers whose name address postcode crm id matches the search text Then tick the checkbox next to the Provider you want only one Provider can be selected and click Ok Screenshot Synopsis Comment Text 1000 of 1000 characters remaining Please enter a synopsis for the report Provider e g BUPA or Airedale Hospital amp
53. ting directly to the site or clicking the specific Local Healthwatch in the list displayed on the Healtwatch England site Step Description Screenshot 1 Navigate to a Local Healthwatch that you don t have access to 2 Complete access reason request and click Send Request Let us know why you need access to this site Request will be sent to the Local Healthwatch Admin a ee Page 94 of 94
54. tion 9 Provide the Commissioner to which the Report relates optional Select a value from the options in the dropdown 10 Provide the Report Topic mandatory Select atleast 1 or maximum 10 items from the dropdown To close the dropdown click anywhere on the Report form Screenshot Commissioner Airedale Wharfedale and Craven CCG Ashford CCG Aylesbury Vale CCG Barking amp Dagenham CCG Bamet CCG Barnsley CCG Basildon and Brentwood CCG Bassetlaw CCG Bath and North East Somerset CCG Topic e g Access to serviceCar Parking required maximum 10 items Distance to a service Opening hours Car Parking Check all Uncheck all Appointment DOOKINg service jwDistance to a service opening hours same day Appointment Waiting times Environment Place Building and Facilities ear Pa rking MFawinment Page 59 of 94 Healthwatch Hub User Guide Step 11 12 13 14 Description Provide the Service Type mandatory Select atleast 1 or maximum 10 items from the dropdown To close the dropdown click anywhere on the Report form Upload report Document optional Click Choose File to browse to the file select the file and click Open Click Save to save the form data Or Click Cancel to exit the form without saving Before saving the form will validate the data lf there are no validation issues the form data will be saved
55. uctions Step iF 2 Description Click on edit icon and click on site content Click on the document library you wish to change permissions for Screenshot Healthwatch Ensland Shared with Li Add a page Add an app Site contents Design Manager Site settings Getting started Office 365 settings Reports FEF s 3 items b Modified amp hours ago Page 30 of 94 Step Description 3 Click on library in the top ribbon and click on Library settings 4 Click on the library permissions by clicking Permissions for the document library 5 Click Stop inheriting permissions on the ribbon bar 6 Click OK Screenshot LIBRARY a Permissions for this document library BROWSE PERMISSIONS Se v Q Manage Stop Inheriting Check Parent Permissions Permissions Inheritance Check Changes made to the parent folder or document library permissions will no longer affect this document You are about to create unique permissions for this document OK Cancel Page 31 of 94 Healthwatch Hub User Guide Healthwatch Hub User Guide Step Description Screenshot 7 Click Grant Permissions on the ribbon BROWSE PERMISSIONS io ae af Delete unique Edit User permissions Permissions Permissions Inheritance Grant Wio 8 Enter the name of the Local Healthwatch or external user Invite people to Edit you wish to give permissions to Click
56. user Groups to Bury Members Excel Services Viewers Bury Visitors Bury Owners Check the user you wish to revoke permissions for y p New Actions Set mj H Name Dan Jump C Everyone except Click the Actions dropdown and select Remove User from Group Actions Settings E Mail Users Send an e mail to selected users Call Message Selected Users Call the selected users Remove Users from Group Remove selected users from this SharePoint group Page 54 of 94 Healthwatch Hub User Guide Step Description Confirm warning message User is removed from group IMPORTANT Once you ve removed the user from a Local Healthwatch group this doesn t stop the user from being able to access Healthwatch England If you wish to revoke access for the user contact support and ask for the external user to be removed See Remove External User PAL in Healthwatch England User Guide Healthwatch Hub User Guide Screenshot The page at https testhwhub sharepoint c You are about to remove the following members from the group Dan Jump Do you want to remove these members Cancel New Actions Settings Bi u Name C Everyone except external us Page 55 of 94 1 7 Manage Reports 1 7 1 Add Report In order to create a new Report you must fill in and save the Report form Step Description Screenshot 1 Click Reports on the InfoBank homepage to navigate to
57. ype Document Create a new document Name Title Enterprise Keywords Sample x txt Enterprise Keywords are shared with other users and applications to allow for ease of search and filtering as well as metadata consistency and reuse Created at 02 05 7013 14 04 by Last modified at 02 05 7013 14 04 by Page 8 of 94 Healthwatch England Sawe Cancel Healthwatch England Edit Document in Report Documents Step Description 1 Click on the Local Reports web part header on the home page of the local Healthwatch R Click on the tick next to the document you wish to edit 3 Click on the Files link in the top ribbon 4 Click on the Edit Item link the menu that appears below the ribbon 5 Update the information within the form that appears and click the Save button Healthwatch Hub User Guide Screenshot Local Reports ALES Edit Properties Content Type Document Create a new document Name HWH test script test Title Sample lcoal report T Enterprise Keywords Care home inspection a Enterprise Keywords are shared with other users and applications to allow for ease of search and filtering as well as metadata consistency and reuse Created at 02 05 2013 12 45 by 0 Healthwatch Essex Save Cancel Last modified at 07 05 7013 12 46 by Healthwatch Essex Page 9 of 94 Healthwatch Hub User Guide Delete Docum

Healthwatch Hub - Local Healthwatch User Guide

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