Checksheets are a powerful feature of Unified Solutions ePCR software that allow you to create customizable templates for routine checks and inventories. This guide will walk you through the process of creating, using, and managing checksheets in our system.
- Creating a Checksheet Template
1.1. Accessing the Template Creation Tool
- Navigate to the Checksheets section of your Unified Solutions dashboard.
- Look for and click on the “Create Template” button.
1.2. Naming Your Template
- Enter a descriptive name for your template (e.g., “Drug Bag Inventory”).
- Choose a concise but clear name that identifies the purpose of the checksheet.
1.3. Setting Template Visibility
- Select the “Public” option to make the checksheet available to all users.
- This allows your team members to access and use the checksheet as needed.
1.4. Adding Items to Your Checksheet
- For each item you want to check, you’ll need to add a new entry.
- Click on the “Add Item” button to begin adding checksheet items.
1.5. Configuring Item Details For each item, you can set the following:
- Item Name (e.g., “Albuterol”)
- Check Type:
- Count: For items that need to be numbered
- Checkbox: For simple yes/no checks
- Required Status: Mark items as required if they must be checked
- Quantity Required: Specify the expected quantity (e.g., “4” for Albuterol)
- Notes: Add any additional information for the user (e.g., “Need 4 Albuterol inhalers”)
1.6. Saving Items
- After configuring each item, click the “Save” button to add it to your template.
1.7. Reordering Items
- You can change the order in which items appear on the checksheet.
- Use the drag-and-drop feature or up/down arrows to adjust the item order.
1.8. Finalizing the Template
- Once you’ve added all necessary items, review your template for accuracy.
- Click the “Save Template” button to finalize and make it available for use.
- Using a Checksheet
2.1. Accessing Checksheets
- Users can find available checksheets under the “New” section of their dashboard.
2.2. Starting a New Checksheet
- Click on the desired checksheet template (e.g., “Drug Bag Inventory”).
- Select “Start” or “In Progress” to begin the check.
2.3. Setting a Due Date
- Assign a due date for the checksheet completion.
- This helps in tracking and ensuring timely checks.
2.4. Filling Out the Checksheet
- Work through each item on the checksheet.
- For count items, enter the appropriate number.
- For checkbox items, mark as checked or unchecked.
- Click the information icon (i) next to an item to view any additional notes.
2.5. Completing the Checksheet
- After filling out all items, click the “Complete” button.
- Review your entries and click “Save” to finalize the checksheet.
2.6. Checksheet Submission
- Once saved, the completed checksheet will disappear from the user’s active list.
- Managing Checksheets
3.1. Viewing Completed Checksheets
- Administrators can access completed checksheets in the General Admin section.
- Navigate to “Check Sheets” to see a list of all submitted checksheets.
3.2. Checksheet Details Each completed checksheet entry includes:
- Timestamp of completion
- Username of the person who completed it
- Start time and completion time
3.3. Accessing Checksheet History
- You can view the history of a specific checksheet type (e.g., Drug Bag Inventory).
- This allows for tracking of regular checks over time.
3.4. Viewing Individual Checksheets
- Click on a specific checksheet entry to view its details.
- This shows all the items checked and their recorded values.
- Additional Features
4.1. Truck Checks
- The Truck Checks feature functions identically to the Checksheets feature.
- You can create templates for vehicle inspections using the same process.
- Best Practices
5.1. Template Creation
- Take time to set up comprehensive templates for all regular checks.
- Include all necessary items and clear instructions in the notes.
5.2. Regular Updates
- Periodically review and update your templates to ensure they remain relevant.
5.3. Training
- Ensure all users are trained on how to access, complete, and submit checksheets.
5.4. Monitoring
- Regularly review completed checksheets to identify trends or issues.
Conclusion
Checksheets in Unified Solutions ePCR software provide a streamlined way to manage routine checks and inventories. By following this guide, you can effectively create, use, and manage checksheets to improve your organization’s efficiency and compliance. If you have any questions or need further assistance, please don’t hesitate to contact our support team.
