How to use the Extranet

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(No Transcript)
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How to use the Extranet

• May 2009

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Feedback from Trusts

• Are you using the Extranet?
• Do you have any specific issues with the
  Extranet? For example
• Access?
• Assigning roles?
• Posting data?
• Other?

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What this presentation covers

• What is the Extranet?
• What is it and what do we use it for
• Accessing the Extranet
• Registering to IHI, accessing the Extranet site,
  accessing your trusts measurement page
• Setting up your team and measures for your trust
• Assign roles, define aim
• Selecting your measures and inputting data for
  your trust
• Select measures
• Additional Extranet features
• Help, up/downloading documents, joining
  intervention workgroups
• Helping to answer your specific questions
• Anything not covered above

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What is the Extranet?

• IHI say
• The IHI Extranet is a restricted access web
  based application that allows geographically
  dispersed teams and users to collaborate on
  projects.
• Participants work together towards a common goal
  by reporting on their findings, using the
  graphing features to track changes, and sharing
  what they learn.
• We add
• Used by IHI for all their improvement programmes
• Lots of features some were not using

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What can we use it for?

• Tracking your own progress
• Select from campaign measures or create your own
• Create run charts with your own annotation
• Sharing progress with others
• Create reports from your data and others
• Upload Good practice examples (e.g. Warfarin
  chart, alert scoring system, questionnaires) for
  other Trusts to see
• Contact Team members from other organisations
• Finding current and other relevant information
• How to Guides
• Measurement definitions
• Interventions supporting material

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Lost in translation?

• Extranet term
• Project
• Team
• Workgroup
• Change package

• Campaign term
• Patient Safety First
• Trust
• Intervention area
• Intervention

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Getting access

• This is a two part process
• Step 1 Register to the IHI website
• Step 2 Request access to the Patient Safety
  First project
• Contact the Patient Safety First office to
  request access
• Phone [phone]
• Email info_at_patientsafetyfirst.nhs.uk

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Getting accessStep 1 Register with IHI

• Go to www.ihi.org/ihi
• register with the IHI site
• use your nhs email address and your own password
• You should receive a confirmation email from IHI
  when your registration has been processed and
  your login has been created

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Getting accessStep 1 Register with IHI

• Go to www.ihi.org/extranetng

• Will take you to the IHI Login screen
• Once you login, should take you straight to the
  Extranet page

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Extranet link doesnt always appear if you log in
via the IHI homepage
To fix Click on products link first, and
Extranet link should appear
Extranet link should appear here
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Click on products link first, and Extranet link
should appear
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Getting accessStep 2 Accessing the Patient
Safety First Project

• From the extranet home page, click on the link to
  Patient Safety First in the My Projects area.
• If Patient Safety First does not appear in your
  Projects area, please call campaign HQ so we can
  grant you access 0207 927 9319

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Patient Safety First homepage
Project level tabs
Teams list
Latest campaign documents available for download
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Project level tabs

• We are not using all the functionality of the
  Extranet. The tabs that you will need are
• Resources campaign documents to download
• Teams select your trust here
• Reports generate a report for any trust
• Workgroups - connect trusts implementing same
  interventions

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Access your trusts homepage

• 3 ways to do this
• a) Click Teams tab
• b) From project home page, select from team list
• c) Scroll down the project home page to find the
  My Teams area

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Sample trust homepage
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Assign roles

• Click on Role Assignments in the Administration
  area

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Assign roles

• Select the role you want and enter the persons
  email address. This should be exactly the same
  as the one they used to register with IHI.
• To notify the new participant that they have been
  added to the team, select the E-Mail check box
  adjacent to the email address.
• Click the ASSIGN ROLE button
• Repeat for other colleagues
• If the participant is not registered with the IHI
  website, you will be prompted to create a Pending
  Role Assignment. Click Yes. Once the participant
  has registered to the IHI website, they will be
  automatically added as a regular participant.

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What roles are available?

• Data Entry - a user nominated to enter the team
  data.
• Key Contact - a key contact is the main contact
  point within the team.
• Member - a user involved with the project.
• Sponsor - the leader who is responsible and
  accountable to the organization for the
  performance and results of the community
  improvement team. This person is not a member of
  the team, but is responsible for securing the
  resources for the team to accomplish their aim
  and communicating their progress to other leaders
  in the organization.

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Who can do what team roles

• Everyone
• Upload/download documents, send messages, view
  content and reports
• Key contact
• Assign roles, define measures and interventions
  used, enter data
• Data entry
• Enter data

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Tips for assigning roles

• Key contacts have the most permissions and are
  the only ones allowed to add new members. Have
  more than 1 in your organisation
• Data entry people are the only other ones allowed
  to enter your data. Make sure you have at least
  two people registered in these roles to cover
  absence
• Other team members should be allocated the role
  of Member
• You can give someone more than 1 role

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Enter a team aim

• Go to your Team Homepage
• You will be prompted to enter an Aim until you
  have done so
• Click the team name to go to the Aim dialog screen

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Enter a team aim

• Enter your aim start date
• Type in the description of your aim into the text
  box. Check the HTML box if you want more
  formatting options.
• Click the Save button
• You can only have one active aim at a time

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Select measures Step 1 Go to measure dialog
screen

• Click on Measure Set-Up from the Administration
  area of your team home page

• Measures you have already selected, and
  automatically selected
• -please add leadership walkrounds

• Measures you can select from

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Select measures Step 2 Select from campaign
measures

• Check the box next to the measure you want in the
  Additional measures list
• Click the Activate Checked Measures button

• You can also add a custom measure. These are
  identified by the icon
• The campaign has identified certain measures that
  must be reported on for each intervention that
  you elect to work on. These are the recommended
  measures.
• Please ensure that you select the relevant
  recommended measures for your team.

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Entering your dataStep 1 Select a measure

• From the Team Home page Data Entry section, click
  on a measure.
• From the Select Series screen, click on Add
  data

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Entering your data Step 2 Enter data

• Select the correct time period and enter the data
  items prompted for

• Select the Annotation type
• Enter a brief description of the event or change.
  Use event to highlight an unusual occurrence and
  change to signify a deliberate change to your
  process. Click Save to finish
• As the data is entered the Chart Preview is
  updated, a table of values is also created.
  Changes and Events are indicated by a symbol on
  the chart.

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What is the Annotation type?

• None - default/standard data entry.
• Event - an event that occurred that may have
  affected the data.
• Change - a change that has been implemented,
  ensuing data points will chart whether the change
  has caused a permanent change.

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Entering your data Step 3 Edit a series name

• From the Select Series screen, click on -gt Edit
• Edit the Series name and click the Save button
• You will need to do this the first time you enter
  any data as the series name by default is called
  Series 1 - not a helpful description of your data

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Entering your dataStep 4 Adding a new series

• If data is being gathered from more than one
  source and the changes are to be applied and
  measured across the sources then multiple data
  series will be required.
• From the Select Series page click the button
  adjacent to the Add a New Seriestext.
• Enter a name for the series
• Click the Save button

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Additional FeaturesIHI Extranet help

• The help section for those who read manuals is
  located on the right hand side of the Extranet
  home page

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Additional FeaturesView or download a document

• Click on Resources link on Team home page
• Click on the symbol next to a folder to see
  what documents are available

• To view a document, click on the document name
• To download a document, right click the document
  name and choose Save target as from the pop-up
  menu.

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Additional FeaturesJoin a workgroup

• Why?
• To share learning/news/questions with other
  trusts carrying out the same interventions
• How?
• Click on name of workgroup you want to join
• Click on link as in picture above

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Additional FeaturesAdd document to Team
Resources

• Step 1- Get to Resources page
• From team home page, click on Resources link in
  navigator bar

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Additional FeaturesAdd document to Team
Resources

• Step 2- Create a category
• Before you can add documents to the Team
  Resources page, you must create somewhere to put
  them.
• Click on the Add/Edit Category button and enter
  name and description
• Now click on the Add Resources link

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Additional FeaturesAdd document to Team Resources

• Step 3- Add your document
• Select Document
• Enter name and description
• Click Browse and select file to upload
• Click Save to complete the upload
• Dont select email participants unless it is
  really necessary to cut down email traffic

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And finally.

• Case Study from a Trust with experience of using
  the Extranet
• Answers to additional questions / issues not
  covered in the slides above
• Any further questions?