1. SAP Training 1 Sunderland Social Services Single Assessment Process Liquid Logic

2. Sunderland Social ServicesSAP Training 2 House Rules Registers Registers Mobile Phones Mobile Phones Fire Alarms Fire Alarms No Smoking No Smoking Health & Safety Health & Safety

3. Sunderland Social ServicesSAP Training 3 Course Itinerary 9:30amStart & Introduction 9:30amStart & Introduction 10:30amCoffee Break 10:30amCoffee Break 12:00pmLunch 12:00pmLunch 2:30pmCoffee Break 2:30pmCoffee Break 4:30pmFinish 4:30pmFinish

4. Sunderland Social ServicesSAP Training 4 Course Objectives By the end of the course you will be able to understand: The Work Tray The Work Tray Workgroup Tray Workgroup Tray Find a Service User Find a Service User How to complete a Contact Assessment How to complete a Contact Assessment How to complete an Overview Assessment How to complete an Overview Assessment

5. Sunderland Social ServicesSAP Training 5 Course Objectives SAP Needs & SAP Risks SAP Needs & SAP Risks Finalise the Assessment Finalise the Assessment Rules of Engagement Rules of Engagement Making Referrals Making Referrals Open referral from another delegate and write up Open referral from another delegate and write up

6. Sunderland Social ServicesSAP Training 6 Course Objectives Making Appointments Making Appointments Workfinder Workfinder Updating your details Updating your details Creating a new person Creating a new person Updating Demographics Updating Demographics

7. Sunderland Social ServicesSAP Training 7 Course Format Explanation of Topics Explanation of Topics Demonstration & Practice Demonstration & Practice Discussion & Questioning Discussion & Questioning Individual Revision Exercises Individual Revision Exercises

8. Sunderland Social ServicesSAP Training 8 The Work Tray Hello Hello Tasks Tasks Appointments Appointments Recent Assessments Recent Assessments Tray Ordering Tray Ordering Work Tray Warning Limits Work Tray Warning Limits Update Profile Update Profile Visual Settings Visual Settings Help Help Logout Logout Find Service User Find Service User

9. Sunderland Social ServicesSAP Training 9 Finding a Service User Select “find Service User” Select “find Service User” Use Wildcards (*) (%) Use Wildcards (*) (%) Limitations Limitations Creating a new person Creating a new person Viewing Demographics Viewing Demographics

10. Sunderland Social ServicesSAP Training 10 Creating a new person Populating fields Populating fields Mandatory fields Mandatory fields Updating the address Updating the address

11. Sunderland Social ServicesSAP Training 11 Contact Assessment Start a contact assessment Start a contact assessment Start Blank Start Blank Consent Consent Reason for assessment Reason for assessment Medical History Medical History Services Received Services Received Service Provision Service Provision

12. Sunderland Social ServicesSAP Training 12 Practice Exercise Practice completing the Practice completing the contact assessment contact assessment

13. Sunderland Social ServicesSAP Training 13 Overview Assessment Start an Overview Assessment Start an Overview Assessment Copy forward Copy forward Add comments Add comments Lock Comments Lock Comments Notes Notes View Previous Answers View Previous Answers View Guidance Notes View Guidance Notes

14. Sunderland Social ServicesSAP Training 14 Updating Demographics Personal Personal Additional Additional Factors & Risks Factors & Risks Relationships Relationships Services SSF28b Services SSF28b Meetings Meetings Assessments Assessments Actions Actions

15. Sunderland Social ServicesSAP Training 15 Practice Exercise Practice completing the overview assessment and updating demographics Practice completing the overview assessment and updating demographics

16. Sunderland Social ServicesSAP Training 16 SAP Needs & SAP Risks Viewing SAP Needs Viewing SAP Needs Viewing SAP Risks Viewing SAP Risks Validated Scales Validated Scales

17. Sunderland Social ServicesSAP Training 17 Finalise the Assessment Finalise assessment Finalise assessment Close assessment Close assessment

18. Sunderland Social ServicesSAP Training 18 Rules of Engagement Protocol for referring outside departments and other agencies Protocol for referring outside departments and other agencies Social Services Critical Paths (keystrokes) Social Services Critical Paths (keystrokes)

19. Sunderland Social ServicesSAP Training 19 Making Referrals User in room – each other User in room – each other To Workgroups – SSD East Duty To Workgroups – SSD East Duty External to protocol – G.P. External to protocol – G.P. Referral not required Referral not required Advice to Service User Advice to Service User

20. Sunderland Social ServicesSAP Training 20 Practice Exercise Practice sending a referral to: a Social Services Workgroup a Social Services Workgroup a District Nurse a District Nurse a G.P. a G.P.

21. Sunderland Social ServicesSAP Training 21 Open referral from another delegate and write up Pick up from workgroup tray Pick up from workgroup tray Open the task Open the task Accept or Reject Accept or Reject Service User Hyperlink Service User Hyperlink Referral details Referral details

22. Sunderland Social ServicesSAP Training 22 Making Appointments Arrange an appointment Arrange an appointment View appointment View appointment Rescheduling the appointment Rescheduling the appointment Appointment icons Appointment icons

23. Sunderland Social ServicesSAP Training 23 Workgroup Distribution Trays Workgroup Distribution trays Workgroup Distribution trays Pick up Pick up Pick up and Open Pick up and Open On-going assessment – re-assign/Refer On-going assessment – re-assign/Refer Complete assessment - done Complete assessment - done

24. Sunderland Social ServicesSAP Training 24 Practice Exercise Practice picking up and opening Practice picking up and opening a task from East a task from East Distribution tray Distribution tray

25. Sunderland Social ServicesSAP Training 25 Workfinder Locating worker Locating worker Pick up and open appropriate task Pick up and open appropriate task Match paperwork with electronic record Match paperwork with electronic record

26. Sunderland Social ServicesSAP Training 26 Practice Exercise Find a service user Find a service user Start either a contact or overview assessment Start either a contact or overview assessment Make a referral to a protocol user in the room Make a referral to a protocol user in the room Make a referral to a distribution tray Make a referral to a distribution tray Finalise and complete the assessment Finalise and complete the assessment Pick up the referrals received Pick up the referrals received

27. Sunderland Social ServicesSAP Training 27 Questions? If there is anything you don’t feel too sure about please ask now, as it is your last opportunity. Don’t go away looking like this!

28. Sunderland Social ServicesSAP Training 28 Evaluation Form Thank you for attending the training. Please help us to evaluate the course by completing the on-line evaluation form.

29. Sunderland Social ServicesSAP Training 29 End of Course Thank you Thank you For coming Help Desk (Number) LL On-line Help Keystroke Guidance Web Space Manual