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Consultancy TeamCommunity Manager

Custom Dashboard (Analytics Builder)

How to Update an Analytics Dashboard Using a Copy

Reading time: 2 minsIntroduction Steps 1. Export the dashboard 2. Open the .dash file 3. Identify the Staging OID 4. Replace the OID in the .dash file 5. Import and overwrite in the live environment Tips FAQs Do I need to redo permissions? Introduction Having a copy of a dashboard is a great way to make changes without it affecting your current dashboard being used by your organisation. It provides some version control and this guide explains how to use this copy to update the live dashboard easily. Use this method to update a dashboard without reassigning permissions. Simply edit the dashboard file and overwrite the existing live dashboard—preserving all current access settings. This is ideal when you are working on a copy of a dashboard to avoid any changes going Live before you are ready. Steps 1. Export the dashboard Find the copy of the dashboard you intend to use as the latest version Select the 3-dots and select export it to download the .dash file 2. Open the .dash file F

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15 days ago

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Consultancy TeamCommunity Manager

Platform Administration

Migration to Custom Domains – Frequently Asked Questions

Reading time 2 mins What happens to external forms that currently use live.radarhealthcare.net? Will email templates with login links automatically update to the new custom domains? What will happen after 8th July 2025 if someone uses the old live.radarhealthcare.net link? Can I consult with Radar Healthcare about the migration steps before my migration date? What if our organisation would like to change our custom domain name? Can we delay our migration date?What happens to external forms that currently use live.radarhealthcare.net? For customers logging external events, the links for external forms are automatically generated using live.radarhealthcare.net. These links will not stop working. Future links may be generated using your new sub-domain and we can regenerate URLs to include your sub-domain if required. Will email templates with login links automatically update to the new custom domains? Email templates that include links to log into Radar Healthcare will redirect to

Consultancy TeamCommunity Manager

Form Editor

Archiving a Form

Reading time 3 MinuteIntroduction Archiving a Form Viewing Archived Forms Unarchiving a Form IntroductionIf a form is no longer in use, you have the ability to Archive it so it no longer appears among your active forms, keeping your Form Editor page clearer and easier to navigate. Archiving a FormTo Archive a form, you must first move it into a draft state by clicking Save. Before doing so, you may wish to amend the title to “Archive” to clearly mark out the form as an archived template. Once moved back into a draft state, return to your list of forms and click the three dots next to the form you wish to archive and then click “Archive”. The form is now archived. Viewing Archived FormsYou can toggle on/off any forms you have archived by clicking the ‘Show archived’ button in the top right hand corner of the screen. Unarchiving a FormYou can Unarchive a form if you wish to begin using it again by clicking ‘Show archived’, finding the form you wish to unarchive, clicking the three dot me

Consultancy TeamCommunity Manager

Report Builder

Guide to Using the Report Builder in Radar Healthcare

The Report Builder is a live query builder that runs a search for data and presents a table of results for every query you enter. As it presents live data, it can sometimes take a little time to run your searches. This guide provides insight and best practice into structuring your searches to reduce the time taken.Understanding the Report BuilderThink of the Report Builder as a library:You are the librarian. Events or Tasks are books. Forms and workflows make up the chapters and pages within.Imagine you are asked to find every book containing a certain term. Without further parameters, you would have to open every book on every shelf and read every page to find the relevant books. To make your search easier and more specific, you could:Look for books published in the last 6 months. Focus on a certain genre. Identify the author.With this knowledge, your search becomes much faster, as you can focus on the most relevant range of books.Structuring Your SearchesWhen using the Report Builde

Consultancy TeamCommunity Manager

User Management (inc. Permissions)

Considerations for Managing Roles and Permissions in Radar Healthcare

Reading time 2 minsIntroduction Process Recommendations Introduction Managing roles and permissions effectively is crucial for the smooth operation of your Radar Healthcare system. This guide will help you consider core roles, map permissions, and ensure a seamless transition when updating roles. Process Identify Core Roles Determine the essential roles needed for your Radar Healthcare system. Consider the permissions required at different levels of access within your hierarchy. Aim to keep the list of roles to a minimum. Map Roles to Permissions Use this document to plan roles and permissions before implementation. Consider treating this document as a master for changes between Staging and Live environments. Review the roles and permissions against your organisation's usage of Radar to ensure all interactions are covered. Integration Considerations Be mindful of integration options when creating users via automated processes. Ensure automated rol

Consultancy TeamCommunity Manager

Platform Administration

File Name Restrictions

Reading time 1 mins To enhance our security measures, we are implementing the following updates: File Name Restrictions: File names must be 128 characters or fewer. Permissible characters include: Alphanumeric characters Commas Full stops Hyphens Spaces Underscores File Content Checks: Additional checks are now in place for the following file types to prevent malicious uploads through simple renaming of file extensions: MP3 MP4 JPEG (& JPG) PNG PDF DOCX PPTX XLSX XML DOC XLS PPT Blocked File Types: Executable files (.exe) are always blocked. ZIP and RAR files will be blocked. These updates are designed to improve our system’s security and protect against potential threats.

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE - Manage and View Submissions

This article outlines how you can view and manage LFPSE submissions in your Radar Healthcare system.Viewing LFPSE Event Submissions PSIMS Statuses Viewing LFPSE Event SubmissionsAny events submitted to LFPSE can be viewed in Administration > PSIMS.(PSIMS was the original acronym for LFPSE).N.B. You will need to have the relevant permissions enabled for your system role to view this part of Radar.The API submissions refresh regularly so it is likely this will always appear blank when you open this page.Actions you can complete:Select ‘Show submitted’ in the top right to view the information already submitted. Filter for submissions by clicking the purple funnel icon in the top right. View an LFPSE event by clicking the 3 dots on the right of a submission and clicking ‘View Event’ Click ‘Maintain PSIMS details’ to update your API Key if needed. PSIMS StatusesThe table below outlines the different submission statuses that your LFPSE events may have.Status Description Action Needed

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE (Psims) Permissions

You can manage and view your LFPSE submissions in your Radar system once LFPSE reporting is live in your system. You can control which users are able to manage AND view LFPSE submissions by setting up role-based permissions:Go to Administration > Access Control Click on the arrow heads expand the headings and find a role that needs LFPSE permissions Under ‘PSIMS api permissions’ select the box to tick ‘Manage PSIMS’For more information on using Access Control please see our article here: https://community.radarhealthcare.com/user-management-inc-permissions-75/setting-permissions-in-access-control-746?tid=746&fid=75

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE - V6 Updates – Sept 2024

This article outlines the new features of LFPSE Version 6:Separate Forms Guidance Text Data Submission Disable Save For Later DM+D List New Enhanced Custom Lists Location Benchmarking Fields Question Updates New Questions Removed Questions Question Wording Amendments Question Option Amendments Guidance Text Added / Amended Separate FormsInstead of having 1 LFPSE form that contains all Incident, Good Care, Outcome, Risk and Governance questions, there are 5 separate forms:LFPSE – Incident LFPSE – Good Care LFPSE – Outcome LFPSE – Risk LFPSE – Governance (Only relevant for Incident LFPSE events)Guidance TextIt is mandatory to add the LFPSE Guidance text to appear in the event drop down list to help users select the right event option: Event Option LFPSE Guidance Text Incident Something unexpected or unintended has happened, or failed to happen, that could have or did lead to patient harm Good Care An example of good care that can be learned fro

Consultancy TeamCommunity Manager

LFPSE - Learn From Patient Safety Events

LFPSE - Set Up Guide

There are 7 steps to set up LFPSE reporting within your Radar Healthcare system:1. Register for an LFPSE Account 2. Share your ODS Code(s) with Radar 3. Confirm your Radar LFPSE setup 1. Are any changes needed to your Locations to accommodate your ODS code(s)? 2. Which events in your system will need to submit Incident data to LFPSE? 3. Which events in your system will need to submit Good Care data to LFPSE 4. Do you want to implement LFPSE Outcome and Risk reporting? 5. Do you want to integrate / merge the LFPSE reporting questions into your forms or keep them as separate forms? 6. How do you want to integrate the LFPSE Governance questions into your event workflow? 7. Do you want the LFPSE submission description to be generated from the Radar Description/Title of the event OR the LFPSE question ‘Describe what happened’? 8. Is any customisation to the LFPSE questions needed? 4. Test your LFPSE set up 5. Enable Your Locations for LFPSE reporting 6. Prepare for Go Live 7. Get

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9 months ago

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