1. SoftWorkload Trail Mix
Roundup & Campfire Chat
SoftWorkload Trail Mix
Welcome to SNUG SoftWorkload Trail Mix
We have prepared a Roundup & Campfilre Chit Chat for you today.
My name is Betty Kramer. I am your SoftWorkload Product Specialist for SCC’s SoftWorkload module.
Together, with my rodeo Partner, Michal Kukula, one of your SoftWorkload module Programmers, we are going share the latest and greatest from the SoftWorkload Trail!
Say Howdy Partner!!! Michal K says howdy to the group of attendees.
Michal K introduces himself to the audience and cracks a joke”
Next slide …………………

2. SoftWorkload Trail Blazing 2015 Presenters: Betty Kramer Michal Kukula
MIS Standards – new release 2015 for 2016
What is SoftWorkload? Why SoftScape it?
SoftWorkload SoftScape Reports F8-Excel Control Key
Campfire Chat: Getting to know Reports Filter Values
MASTER the “Okay Corral”
The Who, What, Why, When and Where of Custom Reports
Rodeo Reports: via Hosparam wld_rep_filter_ext
Inclusion & Exclusion | Partial Matching & Negative Logic
SoftWorkload SoftScape SoftReports
SoftWorkload SoftScape Excel Reports
SoftWorkload has been in 2014 and 2015 blazing new trails seeking to accomplish goals on behalf of our wonderful Clients.
We will be taking you on a wilderness journey to share our latest and greatest accomplishments.
Let’s talk a little bit about the MIS Standards, for a moment.
What is SoftWorkload?
What is SoftSCape?
Why in the world would we want SoftWorkload SoftScape Reports?
Are Filter Values really important? Yes. Why?
Saves time by specifying
Gets down to specifics
Rules out unwanted data

3. MIS Standards @ CIHI.ca MIS Standards is found on the cihi.ca website.
When you enter on the link, opening screen looks like this.
Navigate your way to MIS
Vendors purchase order the download once every 2 years. Cost varies depending where you are. More expensive for the US than for Canadian.
New MIS Standards are prepared and released once every 2 years.

4. MIS Standards 2013 Q 2 Years => MIS Standards 2015 OCTOBER
MIS Standards are SoftWorkload’s Trail Boss 
The MIS Standards are one of the major driving forces behind SCC’s SoftWorkload module. We monitor review all the codes, look for changes once released.
The MIS Standards are released once every 2 years by cihi.ca
The next brand new release of the MIS Standards are due mid to late OCTOBER 2015.
Once released, the Implementation time is approximately 6 months
Implementation Date is APRIL 1, 2016

5. MIS Standards 2015 OCTOBER Implementation 2016 APRIL 1st
The Standards for Management Information Systems in Canadian Health Service Organizations (MIS Standards) is a set of national standards used across the health care system to collect and report financial and statistical data from health service organizations’ daily operations.
MIS Standards reflects management information principles and a conceptual framework that together provide an integrated approach to collecting, integrating and reporting financial, statistical and clinical data.
Workload Measurement System
What is a WMS? A workload measurement system (WMS) is a tool for measuring activity volume provided by a specific functional centre in terms of a standardized unit of time. When used with other financial and statistical data (such as hours, staff and service activity), measuring the functional centre’s workload gives managers a good indication of the amount and kinds of services provided in terms of productivity, utilization and financial indicators.
For those of you that are new to the MIS Standards
Here is a little extract blurb from cihi.ca as to what the MIS Standards are
And what a WMS is.
Again …………released mid to late OCTOBER 2015
IMPLEMENTATION is APRIL 1, 2016.

6. What is SoftWorkload and why is it trail boss worthy in the big cattle ranch drive of life?
SCC’s Software LIS Capturing & Reporting Tool
Captures & Reports Activities
Service Recipient Activities
Non-Service Recipient Activities
Cost -Time Savings Benefits realized by Capturing & Reporting
Data Collection > Data Analysis > MIS CAP LMIP COST
Statistics Gathering > Statistical Reporting
Resource Allocation > Reimbursements => Money $$$
FTE’s - Productivity Management
Supplies Reconciliation
Automated via Crontab … LIVE
What is SoftWorkload?
For those of you that are new to SoftWorkload, in a nut shell, SoftWorkload is a WMS.
SoftWorkload is all about capturing and reporting.
SoftWorkload captures and reports ACTIVITIES!
These ACTIVITIES are one of 2 patient types > Service Recipient and Non-Service Recipient
SoftWorkload is a very simple yet very valuable tool for users because it counts
Counts all different kinds of items based on Sorting Categories.
EXAMPLE Counts:
LABORATORY: Counts Specimen Types, Tests, Workstation Codes, Tech IDs, Tube Types, Cases
BLOOD BANK: counts Action Codes, Product Codes, Test Codes,
Genetics: Counts cells scored, karyotyped, imaged, slide actions

7. SoftWorkload SoftScape Brand New for You 2015 Gone GUI
SoftWorkload SoftScape has a GUI look and feel
Custom Setup Color Palate
GUI Drop Down Boxes
Screen Resizing Capabilities
Screen Stack/Overlap Capabilities
SoftReport pdf Friendly
Excel Report Friendly
4.0.7 Line Availability
English and French Versions – we have both!!
SoftWorkload has a brand new look. We like to call it SoftScape.
You’ve probably heard of “girls gone wild” well this is our version of
SoftWorkload “gone GUI”  and it lovely!
Customizable by preferences …………. Color schematics
Workload SoftScape offers a great new crisp look with
resizing screens
stack / overlay capability
Drop down boxes
Check boxes - one on top of another
We have SoftScape in ENGLISH and in FRENCH for our French Canadian Clients.

8. SoftWorkload SoftScape Gone GUI Options and Sub-Options 1, 2, 3
Here is a look at SoftWorkload SoftScape OPTIONS and Sub-Options for
Areas 1, 2, and 3,
This is Hierarchical glimpse
Options have Sub-Options and Sub-Options have sub sub options.

9. SoftWorkload SoftScape Gone GUI Options and Sub-Options 4-SETUP
Workload option 4-SETUP and all the Sub-Options underneath.
Each Sub-Option expands to reveal the setup workings underneath

10. SoftWorkload SoftScape Gone GUI Ad-Hoc Capture Completed
This screenshot depicts an Ad-Hoc Capture for a LABORATORY Order Number.
Ad-Hoc Capturing is a manual demand capturing that is used for testing and validating
Ad-Hoc Capturing can be singular or a run by range
When capture completes a display box alerts “Capture Completed”

11. SoftWorkload SoftScape Gone GUI Ad-Hoc Capturing View Workload Capture
This is an example VIEW of the Ad-Hoc Capturing featured on the previosu screen.
Notice the layering capability of SoftWorkload SoftScape.
User can drag and drop the squares for screenshots.
User can layer …………..User can even cover to hide a screen.
System user can resize, negotiate the size of the screens. Sys user can make the screens as big or as small as wanted, to suit likes, wants, needs.
Scroll bar on the right side of WORKLOAD (Active) screen provides scroll from top to bottom, capability.
Control Panel has expansion capablility with click on functionalities

12. SoftWorkload SoftScape Brand New for You 2015 F8-Excel Key
Brand new for you this year,  F8 Excel Key
What is great about it?
User can opt to View, Save, Print Reports as Excel instead of …. Or in additon to …… SoftReport pdf …. with one simple invoke of the F8 Key.
Given this, technically, Sys User can have both types of Reports, quickly, simply, and efficiently.
We are very pleased to offer this and think our Clients will be very happy to have and use this brand new reporting option in 2015.

13. Invoke F2-Help Filtering Instructions for Reports
Filter Value instructions display
All Sorting Categories have Filter Values.
Filter Values are very useful for many reasons
F2 – HELP look up is available in every Filter Value field.
Some Filters are simple as a one letter inclusion.
Other Filter Values are popular and valuable to use for exclusion
Lastly, Filter Values can be of the “Partial Matching” variety to narrow down
All Filters can be combined and utilized singularly or in combinations.
Client users such as MTSIN and SHIN, from Canada, MAINE for the USA are very savy
Workload Filter Value experts.
Let’s take a closer look at these 2 Filter Value HELP screens
F2 for Help – instructions here
F2 for Help – instructions here
F2 for Help – instructions here
F2 for Help – instructions here
F2 for Help – instructions here
F2 for Help – instructions here
F2 for Help – instructions here
F2 for Help – instructions here

14. 3-REPORTS Filter Value Fields Page 1 of 2
Filter Value Instructions

15. 3-REPORTS Filter Value Fields Page 2 of 2
Filter Value instructions

16. Why does MASTER CODE = HAPPY TRAILS at the Okay Corral?
Master Code – MIS Standards of Canada is the driver
Master Code Activity – One Activity is the Master and all additional linked Codes, SETUP, are family!
Master Code Unit Value – One Unit Value is representative sum total of the Master Code Unit Value and all linked additional Code Unit Values
Master Code Reports – Reports are generated using Row Sorting Category STD Standard Code
Master Code Reports – Reports reflect Master Code & all of the linked Codes with one sum total UV (Unit Value) reflective of the Master Code and all additional Codes.
MASTER CODE

17. MIS Example Master Code Use CHEMISTRY
UNIT VALUES FOR AGGREGATED ACTIVITIES AST EXAMPLE
Users may develop a combined workload unit value for the AST as follows:
21000 – Instrument programming – random access analyzer 0.5
22090 – Instrument loading/unloading
23000 – Manual review of results
23150 – Manual transfer of results
12210 – Racking of specimens
___________________________________________________________
Combined workload unit for each AST: 1.1

18. SoftWorkload SoftScape Activity Definition Code: 21000

19. SoftWorkload SoftScape Master Code 4-SETUP > Category Marking > Master Code

20. SoftWorkload SoftScape Master Code Assigning the Additional Codes

21. SoftWorkload Custom Reports Practice > Create > Save > Test
Determine SoftWorkload Reports wanted/needed …
Practice running reports before creating and saving Customs
How? Combine various Reports Sorting Categories with various Reports Filter Values. Practice running reports. Get a feel for it!
Where do I practice run Reports? Option 3-REPORTS
Where do I create Custom Reports? Option 4-SETUP
Where do I test Custom Reports? Option 3-REPORTS
Why are my Custom Reports valuable? Customs can be used over and over without having to redefine, can be manually commanded and Print Scheduler automated.
Customs Save Time! => Saving Time * Saves Money!
Always recommended that Client users practice running reports before building and saving “Custom” Reports.
This is good practice and gives the system User a hands on feel for how to run reports, how to negotiate the various Sorting Categories.
Learning how to apply Filter Values in conjunction with the various Sorting Categories, COLUMN & ROWS, is valuable practice and learning.
Once System user is comfortable with playing in the Reports area, practicing reports runs, then it is time to begin creating and saving Custom Reports.

22. Where do I create Custom Reports
Where do I create Custom Reports? Statistical Report Definition in 4-SETUP
Create
Custom Reports
Here
Where does one go before the BIG Rodeo to create Custom Reports?
To Statistical Report Definition
Customs can be placed on the Print Scheduler
Customs are useful defined saved editable Reports

23. How do I create a Custom Report
How do I create a Custom Report? “A” Add provides a “clean blank report slate”
Define each required field
Use the F2-help if you get stuck! F2-help provides helpful “use” instructions for every field.
ROWS – One or Two, Three, or Four, Five, Six. Max is 7
F12 to save
confirm

24. available for all Sorting Categories F2-Help provides use instructions
Code: M_ Custom Report COLUMNS Sorting Category: PAT Patient Type ROWS Sorting Category: STD ACT ITM IFC
MASTER CODE: Define SETUP
FILTER VALUES … COLUMNS ….… ROWS
Filter Values
available for all Sorting Categories
ROWS
Sorting Category
STD
Standard Code
F2-Help provides use instructions
MASTER CODE
; semi-colon is a must!

25. Let’s run the Custom! > Go to 3-REPORTS F5-Select Format > Select Custom Report Custom Report automatically fills report fields
F5 is key here for quick and easy direction to the Custom Reports rodeo.

26. Let’s look at the Report
Custom Report Code: M_ Displays Ready to invoke View, Save (F) and/or Print
Let’s look at the Report

27. SoftWorkload SoftScape SoftReport Filtering by Inclusion E;I;R and 21000
SoftReport EXAMPLE

28. SoftWorkload SoftScape Excel Filtering by Inclusion E;I;R and 21000
Excel EXAMPLE

29. SoftWorkload SoftScape Report Simple Filtering Inclusion SYS: L;M

30. SoftWorkload SoftScape SoftReport Simple Filtering Inclusion SYS: L;M

31. SoftWorkload SoftScape Excel Simple Filtering Inclusion SYS: L;M

32. SoftWorkload SoftScape YEARLY Filtering Inclusion - Exact Matching

33. SoftWorkload SoftScape SoftReport Filtering Inclusion: Exact Matching
SoftReport EXAMPLE

34. SoftWorkload SoftScape Excel Filtering Inclusion: Exact Matching
Excel EXAMPLE

35. SoftWorkload SoftScape MONTHLY Filter Inclusive: P & Partial Matching AP*

36. Let’s look at the Report
3-REPORTS > Select Custom Report is now ready for View, Save (F)and/or Print
Let’s look at the Report

37. SoftWorkload SoftScape SoftReport Filter Inclusive P & Partial Matching AP*
SoftReport EXAMPLE

38. SoftWorkload SoftScape Excel Filter Inclusive P & Partial Matching AP*
Excel EXAMPLE

39. Filtering Multiple Sorting Categories Run (F12 Enter) View, Save (F) and/or Print

40. SoftWorkload SoftScape SoftReport Multiple Inclusions COLUMN & ROWS

41. SoftWorkload SoftScape Excel Multiple Inclusions COLUMN & ROWS

42. SoftWorkload SoftScape QUARTERLY Filtering by Code Starts with C. ;GC
SoftWorkload SoftScape QUARTERLY Filtering by Code Starts with C*;GC* and A*

43. SoftWorkload SoftScape SoftReport Filtering by Code Starts with C. ;GC
SoftWorkload SoftScape SoftReport Filtering by Code Starts with C*;GC* and A*

44. SoftWorkload SoftScape Excel Filtering by Code Starts with C. ;GC
SoftWorkload SoftScape Excel Filtering by Code Starts with C*;GC* and A*

45. Campfire Chat Smore Workload
MIS SoftWorkload Activities follow MIS Standards, Canada, as our base foundation for building LAB, MIC, BB, AP, Genetics Customs Creating Custom Reports, SoftWorkload, will save time and effort. Customs can be placed on the Print Scheduler. Customs can be manually commanded. Customs are editable. Filter Values Filtering Reports is valuable for many reasons. Specification. Filters assist to include/exclude specific data. SoftWorkload’s Gone GUI line, SoftWorkload now has the GUI look & feel with it’s new SoftScape in English, and SoftScape in French! SoftWorkload SoftScape features choice reporting options: SoftReport pdf’s and/or SoftScape Excels!

46. Campfire Chat Final Thoughts
Build Build SoftWorkload Activities using SCC SoftComputer hard coded Basic Routines for Templates. Test Test SoftWorkload Activities that you build by processing orders & cases, then capture them. Validate Validate Ad-Hoc Captures for each and every SoftWorkload Activity you build. On completion of validation, print a hard copy of SoftWorkload SETUPS. Capture & Report Ad-Hoc Capture to test & validate. Crontab set to automate Daily and Extended Capturing.

47. SoftWorkload Team Ela Wiercioch, SoftWorkload Architect
Rafal Wojnar, SoftWorkload Manager
Ela Wiercioch, SoftWorkload Architect
Michal Kukula, SoftWorkload Programmer
Betty Kramer, SoftWorkload PDS, IMP
SoftWorkload Team
Rafal Wojnar is your SoftWorkload Manager
Ela Wiercioch I s a definteive for the ertainnoy vuey u
Michal Kukua is your SoftWOrklkoad Programmer E

48. THANK YOU for ATTENDING SoftWorkload wishes you HAPPY TRAILS ...
Thank you for attending today’s SNUG 2015 Session of SoftWorkload
We wish you HAPPY TRAILS!
Thank you!