Managing health checks in Agresso TM Tutorial – Part 2

In Managing health checks in Agresso TM Tutorial part 1 of this tutorial I showed you how to set up a competence element and profile to keep track of health checks. The next step is to set up self managing activities.

This kind of activity is a hybrid between web based activities and instructor led. What we need to accomplish is to have an activity that an employee can find, but since a visit to the doctor in this case is required and there will be a certificate issued by the doctor a custom activity is not enough, and there is really no sessions.

 

Setting up an activity with custom session

In the course administration of the portal click activities

Click on “Add self study with approval”, which is an activity type where you can

1. Specify you self WHEN you are taking it

2. A manager needs to approve that its done, i.e show an health certificate to the manager

 

Create a regular health check

 

Fill in the responsible persons email address for this activity and save, do NOT enter a expiration date.

The next step is to assign what we call Objectives to this activity, and objective can be a competence element or profile, for the regular health check activity, we actually will fulfill both Small and regular health check requirements so we could award a competence profile if passed.   But since we want to make sure that in whatever profile competence element is in, we will actually select these two elements by hand, and not rely on this particular profile. (you could have several profiles containing the health check requirement). So click on select objectives . competence standard and search for health. (make sure you select Alternative competencies)

 

No set both the competencies to yes, check in also assign the element (if the user for some reason don't already have the element but actually goes to a health check anyway.)

Hit ok.

 

Now, I assume that you have set up a provider that have an agreement with i.e the whole organization and you are maybe using filters or not. Now you should see this activity in the catalog.

I have added the the profile to my account, so to find out what I need to do for my compete ices I go to the competencies section under employee menu

 

As you can see I have 0% percent fulfillment, i click on the profile name to see what it contains, and as we expect I don't have any of the checks now, click on the Find Activities to cover my gap link.

and you will se the regular health check activity in a list, click enroll

 

Select the date you have agreed on with the doctor, click next you are now booked.

Now, if you did as me and put the appoint in the future we will have to wait until that date passes before a manager can handle this activity. During this time lets make sure the manager has the right to handle this kind of appointments.

Go System roles and rights, select manager, find the rights name “Manual signoff on self study” and make sure its checked, now lets warp in to the future and assume this activity has passed, log on as the manager for this user.

As a manager your have a start page that have a task list of stuff you should do in the portal, select the 1 consultation to handle task.

you should then be presented with the below. You here have a choice of failing and or declare the user Absence. this might make a difference in a report.

lets say you go to the doctor and you actually “fail” on the health check that is far more serious than a no show, so we want to make a difference on this.

Now, I will pass my self, the mechanism for handling this kind of goal assignments is a job, so we will have to wait a couple of minutes for the job to run, then  you as a manager can go in an look at the profile for the user and see fulfillment 100% on the health checks.

So this explains the concept and if you want to go ahead to make the small health check its the same procedure with just the small health check competency as a objective.

Have fun

Released 4.5.3941

Today we are releasing the final version of 4.5 from now on there will be no new functionality but continue our work towards greater quality. New in these release notes are also that we display build numbers and we will continue to improve the process of build numbers. But for now if there is a bug found 4.5 it might not exist in 4.4 we will figure our a way to handle the version number between major versions but for now all notes are in one.

Also for you that are not familiar with 4.5 we have some exciting news about functionality in this version. We will blog about them in detail in the future and last posts have actually been about 4.5 functionality.

The release notes are available on the agresso extranet

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Main features in 4.5

Flexible fields

It is now possible to add fields to User and organization information easy in the UX under system administration. So its now possible with out any consultancy to add extra info about users that you want to keep in the portal.

Layout editor

Together with flexible fields we also introduced a layout editor for user and org information. Now you can yourself completely design the look and feel of “my information” page etc

• Layout per role
• Smart rendering functionality, or decide your self if you want radio buttons, select boxes etc
• Valid values
• Different dates
• basic data types (numbers, strings etc)
• Logging of changes

New integration service

We also provide you with a completely rewritten integration service where you can both read and write user and organization information that is based on the current access you have. This is the first step for us towards more SOA enabled functionality in the portal. There will be more blog post about this both the strategy and technical

Main features of the services

• WCF or WSDL access
• Regular HRM portal accounts to access the service, and that accounts restrictions apply in the service as well
• Search language
• Find our what has changed sincle last

Handling sessions with only one participant

In my next blog abut handling health checks in the portal part 2 I will go in more detail about the new feature of letting a employee or manager set up individual visits to i.e a doctor and handle that in the portal.

Tracking of correct answers scorm

If you are using scorm and 4.5 there is now a possibility to send mails to employees or i.e manager when they complete a scorm course telling them what questions went wrong etc. It also enables you as a customer to purchase reports to benchmark complete courses.  What question is the most difficult etc etc. This could help you to decide how you build future courses.

Sitetext editor

You can now edit texts in the portal with an editor, we also introduced a new feature so you can download the texts in excel and import that file back to the portal. We are getting closer and closer to enable you to all you want in the portal.

.Net 3.5

We are now shipping the the portal in .net 3.5 and we support SQL server 2008 and 2005.

There is more minor tweaks mostly config things i.e more list to edit,

Managing health checks in Agresso TM Tutorial

One of customers Banverket is working in an industry where regular health checks is one part of certification for employees. To be certified to work on i.e railroad tracks there is a set of business rules that defines how often and what type of health check you are required to do.

The health check requirement is just on of several other checkpoints they need like attending training on safety on rails and a numerous of things. What we want to do is to enable employees and managers to ensure the certification is met an book keep this in in the system.

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Age	Frequency (months)	Type of check
18-40	60	Full
18-40	18	Small
40-55	36	Full
55-	12	Full
Business rules for health check

To accomplish this we need to use competencies/certifications, activates and profiles and configure with these.

Competencies/Certifications

So given the above rules we need two types of health check certifications, one full and one small. So lets start by setting this up. Go the Alternative competence library and click Add alternative competence

Fill in the form with with following data

Name: Regular health check

ID: healthregular

Make the following settings on expiration and click OK, 60 months is the maximum length. We will later add a system jobb that will adjust these based on age (that job needs support from Agresso)

Add another one called Small health check but set the expiration to 18 instead of 60

Now if you do a search on alternative competencies for health it should look like this:

Next we are going to add these to a Competence profile, in this case I am going to create a new profile with just these two but you could of course add them to any profile.

• So go to Competence administration/competence profiles and click add.
• I am going to call my profile “Health check Profile” and click ok
• On the next page I will find my health elements regular and small and check them
• Click ok

Now we are all set up to assign people the requirement for health checks, lets assign the profile to your self, I will go in under find employees and search for myself, click Competence profiles on my row. Right now as you can see I don't have any profiles

Click on add profile and assign me to the Health profile by clicking add, I will also check the current profile since I don't have any other. Click ok.

As you can see above I have 0% fulfillment which is expected. Now you and/or your manager can go in and assign you this competence, this of course is only true if you choose self assessment. That's all right, but also under expired competencies you can now se that you are missing competencies.

So now we have a way to identify the need for health checks on employees that are under 40. Both the employee and mangers can now follow up on what we needs to be done.

Next blog will cover how to set up an activity so when you click the Close Gap button you will be presented with some health check options that will fulfill your gap. And the post after that will cover the job on how to to adjust the expire duration based on age.