Processes tab on an allied health worker's record

Lumary AH - This article explains how to manage multiple worker processes on a worker's profile.

Multiple processes can be added to a worker . For example, if you are onboarding a Worker while simultaneously conducting a process for Incident Management, you can add two separate 'In Progress' processes for each against the Worker.

On the Processes tab on a Worker's record, you can easily view and navigate to both In Progress and Completed processes.

This article explains:

• view and navigate to in progress processes, and
• view and navigate to completed processes.

View and navigate to in progress processes

To View All Processes which have been against a Worker:

1. navigate to a Worker record
2. click on the Processes Tab

The Processes: In Progress section lists all processes which a Worker has In Progress.

For each In Progress process, the following information and actions are presented:

1. The process name

2. The number of completed Actions/Sub-Actions versus the total

3. Description of the process, if set up

4. Next Action in the process which needs to be completed

5. Details of who added the process and when, and who last updated the process and when

6. A progress bar indicating how much of the process is complete

7. Continue button to view the process and to use the process

8. End Process Button to force the completion of the process before all steps are completed

View and navigate to completed processes

Completed Processes Section lists out all processes which a Worker has completed. 

For each Completed process, the following information and actions are presented:

1. The process name
2. The number of completed Actions/Sub-Actions versus the total
3. Details of who added the process and when, and who last updated the process and when
4. A visual progress bar indicating how much of the process is complete. This will always be set to 100% and Completed for Completed Processes. 
5. View button to view the process

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