Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers will be able to edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Workflow in Question Manager

To access the Question Manager click on the ‘Send to’ icon in the top right-hand corner of the screen, and then click ‘Open Admin’.

Once the Administrator tab has loaded, select ‘Question Manager’ from the left-hand panel.

For more on accessing the Question Manager, read this article here.

Workflow

The Workflow tab allows users to add additional ‘stages’ to their Questionnaire. This can be used with the Question Builder to create more complex and comprehensive Questionnaires.

Select the Questionnaire from the dropdown box in the window's top right corner to edit a workflow.

Once selected, the workflow map will load in the window. This visualisation displays all the ‘stages’ of the workflow, with each line displaying links between each of the ‘stages’.

To add a ‘stage’, click on the blue ‘+’ icon underneath the preceding ‘stage’. You can break the links between stages by right-clicking on the link and selecting ‘Delete Link…’

New links can be added by clicking the ‘cog’ icon in the top right of the map and selecting the ‘Link’ option. Then the user must click and drag a relationship link from one ‘stage’ to the next. The relationship will be created in the direction that the user draws the line, as indicated by the arrow on the map itself.

To view or edit the details of a workflow ‘stage’, double-click on the name in the map.

To edit the Stage name, click on the ‘pencil’ icon next to the name.

On Entering Stage

Three ways define the actions that occur when entering a stage.

• Update Form
• Update Linked Object
• Email Notifications

Update Form

On entering a Stage, the Questionnaire (form) can automatically update question answers based on the parameters set.

The user must choose the question from a dropdown list, and then choose the ‘Source’ of the update. This can be from the following:

• Value from Question Answer (populates the question with an answer from a different question)
• Value is minutes from now (can set a date and time in the future, based on how many minutes from entering the stage)
• Value (the user can manually add what the value added is)

Update Linked Object

If the Questionnaire creates an object (e.g., An incident), the Questionnaire can update the properties of the associated Object.

This works similarly to updating the form, where the user must first choose the object property and then the source for the update.

Email Notifications

Using this setting, automatic email notifications can be sent to Ideagen Healthcare Guardian users. The user can define a title, header and footer for the email and include details from questions.

The recipients can be selected from Groups, users listed in question answers, and users detailed in object properties.

On Saving Stage

This functions similarly to ‘On Entering Stage’, with the addition of ‘rules’. Users can set an update to the Questionnaire, Object or Notifications based on All or Any of the rules being met.

Form Action Buttons

In this section, users can configure the buttons that appear for the user in each stage and set the actions for those buttons accordingly.

To add a button, click the blue ‘+’ icon. Then set a name, button colour, text colour, and other settings.

The ‘Link to Status’ option allows the user to set which ‘stage’ the form will move to if the button is clicked. This allows users to pass the Questionnaire through each of the relevant stages.

On the Workflow map, the lines that represent the links between the stages are coloured the same as the buttons, so the user can see briefly if the buttons are configured correctly.

Ideagen Healthcare Guardian would advise using a consistent colour scheme for the buttons (i.e., Red to move back a stage, blue to save within the stage, and green to progress to the next stage).

Important

Deleting the button will also delete the relationship(s) between the workflow stage(s).