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