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Rob Place
Rob PlaceCommunity Manager
published in Audits (New and improved)

Transferring Audits from Version 1 to Version 2

Reading time 3 minsIntroduction Audit Scoring Type Downloading the Original Audit Templates Upload Audit FAQs Unable to upload due to title character limits  Introduction  It is quick and easy to transfer audits from the original audit tool (version 1) into the new and improved audit tool (version 2).    If you have been using the original audit tool, please ensure you have asked Radar Healthcare to activate the new and improved tool within your system.  This can also be requested for your Staging site if you wish to practice and test before committing to your Live site.    Once transferred you can make any amends to the audit template, utilising lots of the new impactful features, before publishing the audit.  Audit Scoring Type Before getting started we recommend ensuring your Audit Scoring Types is in place.  In the original version of audit this was called ‘Audit Types’ and referred to the scoring structure of your audit. These scoring structures are not able to be imported between

200
Rob Place
8 days ago
Rob Place
Rob PlaceCommunity Manager
published in Enhanced Custom Lists

Updating a Basic Custom List

Reading time 3 mins Introduction Viewing Custom Lists Edit custom lists Edit an existing list entry Archive an existing entryIntroduction  There are two types of custom list.  This guidance is in reference to the basic custom list function which allows you to create straightforward lists of information such as Service Users, Medicines, etc.   For more advanced custom lists please see the alternative guidance.   Managing Custom Lists is quick and straightforward.  You will need permission to Manage Event and Risk in Access Control to be able to manage Custom Lists.   Viewing Custom ListsTo view Custom Lists, from the Administration dashboard, select the Custom lists option, under the Event and Risk header. You will be presented with your system's current custom lists (these will be specific to your system). Below is an example:  Edit custom lists To edit a custom list, click the Actions button next to the custom list you wish to edit and select View items.The items displayed are all tho

330
Rob Place
28 days ago

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