Trainer Update November 27, 2015. Agenda Project training resource changes Operational Training User Group - Lori Peer supporter training - Lori Manager.

Slides:



Advertisements
Similar presentations
Training Course: Task List. Agenda Overview of the Task List Screen Icons across the top Making Appointments Viewing Appointments & Filters Working Your.
Advertisements

What is New in Inventory & Purchasing? Presented by: Derek Kratz.
PantherSoft Financials Smart Internal Billing. Agenda  Benefits  Security and User Roles  Definitions  Workflow  Defining/Modifying Items  Creating.
CareCentrix Direct Training.
EXCEED® IEP Quick Start Card – Student Record/Events 1.Select the left vertical bar to close the student panel, giving more space for the student record.
Privacy and Disclosure Directives in Panorama for End Users February 11,
Introduction to Online Data Collection (OLDC) Community Based Abstinence Education September, 2009.
Library Online Catalog Tutorial Pentagon Library Last Updated March 2008.
ETravel Authorization / Reimbursement Overview SOLAR Financials x 6685 July 8, 2014.
Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.
EProcurement Job Aid Requisitions & Receipts. Table of Contents Creating a Requisition Define Requisition Vendor.
BLC Training for Instructors Presented By: Banner Health Learning & Development Team.
SATERN for Supervisors May Session Objectives At the end of the session, participants will be able to:  Describe the benefits of SATERN.  Log.
MyFloridaMarketPlace Receiving Made Simple Commodities and Services Job Aid.
ETID Electronic Turn-in Document
Web-Based Supply Chain Management
 Basic.  Punch-Out Supplier – The punch-out suppliers are available on the main Home/Shop screen. These are vendors with which RPI has pricing agreements.
To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.
Screen Previews for Shopping Carts and Checkout Process 10.3 release October 05, 2010.
Welcome to Panorama January This presentation can be modified as you need: Part 1 – Overview of Panorama Contains information about when Panorama.
Welcome to the Manage Inventory lesson for the North Carolina Immunization Branch. Contents: Adding Inventory Modifying Inventory Inventory Reports **
ERA Manager Training December 19, Propriety and Confidential. Do not distribute. 2 ERA Manager Overview In an effort to reduce the need for Providers,
Lead Management Tool Partner User Guide March 15, 2013
GRITS Manage Orders Training Overview: Inventory and Manage Orders Functions 05/08/2014.
Setting your Panorama Defaults. Purpose To review the different default settings in Panorama (Orgs/SDLs)
SATERN for Supervisors Updated: January Session Objectives At the end of the session, participants will be able to:  Describe the benefits of SATERN.
V8.0 Upgrade. Overall Changes Task List Additions Counts in Employer/Contact Profiles Search Results Page – Mass Partial Delete Defaulting Allowed.
Facility Reporting v. 1.0 Managing Clinical Staffing Reports on the Illinois Outcomes Website May 20, 2009.
How to use TREx 1 Disclaimer: TREx under development, minor modifications may occur pending final release. Prepared for Education Service Center TREx Training.
Learner and Manager Roles Module 2 1. SLMS Primary Administrator Training Learner Tasks 2.
1 Copyright 2007 Texas Education Agency. 2 Adding Attachments A – Select the Upload button to upload a student’s data file (XML extract from your local.
State of Kansas Travel Authorizations Statewide Management, Accounting and Reporting Tool Entering a Travel Authorization Navigation: Employee Self Service.
Panorama Inventory Train the Trainer. Agenda Intro Definitions Key concepts Inventory Functions.
SATERN for Supervisors Updated: December Session Objectives At the end of the session, participants will be able to:  Describe SATERN  Log in.
Trainer Update June 19, Attendance Julie Hesketh Helena Wall Wanda Gosselin Kristal Plaetinck Cathy Johnson Rayeann Sobetski Stacey Loeppky Heather.
OLDC Version 3.0 October 18, How to Connect (Telephone Conference) The Deployment Teleconference consists of a telephone conference and a Bridgit.
Your Guide. Table of Contents Welcome to MyChart…………………………….…..3 How to Sign Up………………………………… MyChart Homepage (navigating through MyChart)……...
How to Enter a Requisition for Goods and Services in Owl Link Updated March 15, 2013.
Shelcat Scottish Health Libraries Catalogue Training guide, March 2009.
Train the Trainer Update February 27, Agenda TTT Complete Panorama Updates – Interfaces – Releases and Release Notes RHAs Rollout and Training Update.
Panorama Trainer Update Meeting May 29, Welcome and Attendance Lori Holuk Siddall Julie Hesketh Helena Wall Joan Wheatley Bissoon Arielle Goldman.
Panorama Trainer Update Meeting May 1, Welcome and Attendance Welcome to Lori Holuk Siddall, Organizational Change Management Lead Julie Hesketh.
Train-the-Trainer 1&2 Update January 30, Attendance Barb Donaldson Julie Hesketh Alex Henteleff Helena Wall Tatenda Bwawa Carolyn McCusker Carrie.
Complete Ordering System for Promotional Literature and Samples Quick Reference and Training Guide.
Trainer Update October 30, Agenda Transition to Operations – Training Training Environment – vaccine inventory Inactive to active client records.
Orders and Invoices Supply Chain Platform: Rolls-Royce Training for Indirect Suppliers March 2016.
Invoices and Service Invoices Training Presentation for Raytheon Supply Chain Platform (RSCP) April 2016.
How to Create eInvoices in SCP-RR Training Presentation for Supply Chain Platform: Rolls-Royce January 2016.
Create eInvoices Training Presentation for Supply Chain Platform: Rolls-Royce February 2014.
Invoices Training Presentation for Supply Chain Platform: BAE Systems May 2015.
IS OPEN THE LIBRARY Polaris ILS Patron Services 5.0 SP3 Training.
Panorama Defaults Recommended Settings Additional Details June 19, 2015.
Panorama Trainers Update Dial-in number: Conference code: #
eInvoice Business Process
Trainers Meeting March 27, 2015.
NetApp Online Ordering User Tutorial
Module 3 – Create a Non-Catalog Requisition
Expense Report Training
Welcome to Panorama January 2015.
Carrier Training for Ryder Online System
Orders & Shipment Tracking
Online Training Course
Privacy and Disclosure Directives in Panorama for End Users
Note status of select items is now Shipped
Welcome to ‘PHIMS’.
Preparing to Teach Inventory in PHIMS
PHIMS Inventory.
PHIMS : Inventory – Pick/Pack/Ship a Single Req (For Trainers Only)
Presentation transcript:

Trainer Update November 27, 2015

Agenda Project training resource changes Operational Training User Group - Lori Peer supporter training - Lori Manager / MOH training – Lori Training database update - Lori Client Immunization Record Report Changes - Lori Setting Preferred Language - Julie Closing / Cancelling or Deleting Mass Immunization Events - Julie Update QRC 4.2 Inventory – Creating a Requisition - Julie Create Client Process - Lori Roundtable

Project Training Resource Changes Gwen Gillan – new trainer for First Nations deployment Julie Hesketh – last day March 31, 2016 Operational support role, not project coordinator Helena Wall – November 30, 2015 last day Lori Holuk Siddall – December 31, 2015 last day Arielle Goldman Smith – available until February 1, 2016 Joan Wheatley-Bissoon and Ruth Deane – transitioning to Clinical Analyst Panorama Support Unit operational role as of January 1, 2016 All Panorama questions / requests after December 31, 2015 must go through the Manitoba eHealth Service Desk.

Operational Training User Group Membership Chair – Panorama Support Team Clinical Analyst Two (up to three) Panorama trainers from each of the five health regions Pending discussions with regional managers First Nations Training Representative(s), First Nations Health and Social Secretariat of Manitoba / FNIHB Policy Analyst (Vaccine Supply), Public Health, Manitoba Health, Healthy Living and Seniors Organizational leaders to decide who representatives are by January 2016 Being presented by November 30

Operational Training User Group Responsibilities  To understand the Panorama training materials update process  Reviews requests for large scale change to Panorama training materials and make decisions on behalf of their organization regarding training materials and process changes  Tests new versions of training materials  To consult with organizational Panorama training colleagues as required on operational training processes and materials  Communicate training material and process changes to all trainers within their organization  Be a champion for consistent use of Panorama and realization of its benefits within their respective organizations First Training User Group meeting – tentative February 2016

Peer supporter training Scheduled for November 30 and December 3 If peer supporters are unable to attend training on these two days, trained peer supporters to provide the training

Manager / MOH training WRHA Decision - managers not receiving access to Panorama. High level orientation provided to managers Nov 2015 MOH training planned – January 2016 Rural Recommended agendas and list of tools for both MOH and Manager training to be provided to regional leaders November 30 Immunization and Inventory navigation – regional trainer responsibility Reports training – Panorama team responsibility

Training Database Training database now matches Production Permission role changes Manager – now has “Add Historical” Epi_analyst - all aggregate surveillance reports Epi_Admin – additional permission role for some users Trainers will receive MOH role access in Panorama to see the reports Reports For viewing data fields Data not adequate for generating reports Items in Training that do not match Production Postal codes are not linked to SDLs Organizations / SDL / Holding Points changes Some vaccine inventory catalogue items

Client Immunization Record Report Available in both French and English  defaults to print in English Providers should ask clients if they prefer hard copy in English or French Extra step is required when generating the Client Immunization Record  After you click the Profile Report button, a new Reports Filters page will show.

Client Immunization Record Report The Language field will default to ‘Client’s preferred language’. Choose French or English as requested by the client and click Generate Report. QRC 5.3 has been modified to reflect these changes

Inventory – Creating a Requisition QRC 4.2 When creating a vaccine requisition, do not choose:  Mass Requisitions  Backordered Next Scheduled (defaulted) and Urgent are the two options that are most often used

Panorama: Inventory – Creating a Requisition Select the Inventory tab (top nav) Select Inventory Replenishment (L nav) Select Manage Requisitions (L nav) Select Product Requisitions (L nav) The Manage Requisitions: Search page appears Click C REATE R EQUISITION Enter a Holding Point name in the Ship To Holding Point Click the Refresh hyperlink The page will auto-populate several fields (e.g. Ship To, Bill To, Requestor) For Urgent Delivery: select a Reason, Requested date and a Comment. Click S AVE R EQUISITION A yellow bar displays at the top of the page: Requisition successfully saved Note requisition ID number Click A DD C ATALOGUE I TEMS The Catalogue Item Information: Search page appears Click A DD C ATALOGUE I TEMS Click S EARCH All catalogue items related to that Holding Point appear Click the Checkbox for each Catalogue item to be added to the Requisition Order Enter the Requisition Quantity to be ordered for each item Click S AVE R EQUISITION The Manage Requisitions: Create New Requisition page appears The selected catalogue items appear in the Requisition Item Summary View Click all the check boxes for the catalogue items to be ordered A warning dialog box appears stating “Only selected will be submitted...” Click OK A Requisition successfully submitted message appears in the yellow banner A Requisition successfully saved message appears in the yellow banner Click S UBMIT R EQUISITION Select Required Delivery: Next Scheduled (default), Other Future Date, *Pick-Up or *Urgent (*see points to remember) Add Ship To Instructions and Comments as required Panorama: Inventory – Creating a Requisition QRC 4.2

Panorama: Inventory – Creating a Requisition Points to Remember: Urgent Requisitions require a reason and a comment If the order is urgent or the order will be picked up, phone the Materials Distribution Agency (MDA) warehouse at or Toll-Free DO NOT choose: Back-ordered or Mass Immunization as Required Delivery. Doing so will trigger the MB Health authorization process and delay your requisition Panorama: Inventory – Creating a Requisition QRC 4.2

Create Client Process Only clients who are not Manitoba residents and who will not become a Manitoba resident can be created in The Panorama user is required to complete a Request to Create Client in Panorama form and sent it via approved organizational process for Personal Health Information to the organizational Peer Supporter Outside of the Panorama Support Unit staff, the Peer Supporter is the only role that will be creating new No PHIN, so these records will not be viewable in eChart

Roundtable PMH Flu clinic – trained data entry staff to help with flu clinics Brandon – organizations need to be updated New PH staff starting – upcoming training Casual PHNs – decided will be training these staff Merge process? Clinical analysts are working on a process for merge. Will be communicated in the near future. SH-SS Boundary Trails – delayed entry for flu clinics, one on one training to replace Stacey; trouble with access for a new Manitoba eHealth account Steinbach – 61 community flu clinics into Panorama, both direct entry and delayed entry, used the client upload sheet (important not to use the client upload sheet because it causes problems) IERHA No concerns NRHA WRHA

Roundtable IERHA No concerns NRHA Will be closing flu clinics in PAN Multiple dates with mass imms events MOH and Caroline reviewing the surveillance reports Occ Health nurse staff for the region will be a user New staff – January 2016 WRHA Data entry clerks entering data are ahead of previous years MOH training in January New PHN training in January Clerks used Panorama directly at clinics if internet connection was available.