Creating Network Admin
The network admin permission is the most powerful client-facing permission on the platform. Network admin manage a network and their locations. A network admin has the ability to update a network name, disable a network, create and delete other network profiles, and create or update all locations and their items. Read this guide to learn how to create a network admin permission.
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Creating Location Admin
Rocket Rounding offers robust and flexible user profile permissions. These give any network or location the ability to control the flow of rounding information such as who can create round data, who can view round data, and who can respond to round data. The Location admin permission is one of the most important permissions on the platform. Location admin manage other admin, rounders, and viewers. They also manage groups, subjects, categories, and surveys.
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Creating Rounder and Viewer Permissions
Rocket Rounding offers robust and flexible user profile permissions. These give any network or location the ability to control the flow of rounding information such as who can create round data, who can view round data, and who can respond to round data. The Rounder permission and the Viewer permission are the most common type of permission when creating a location profile.
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Creating Surveys
To create surveys for your location, groups, and subjects, follow the steps outlined below. Location admin with the correct permissions are able to create surveys. These then become available to groups for the purpose of rounding on subjects. Build question categories and weighted survey responses for rounding campaigns that drive analytics and help service recovery. Use the intuitive mobile app to take those surveys to your patients and employes.
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Performing service recovery on the desktop app
Service recovery is the process of acknowledging and fixing a problem that someone has experienced with the service they received. This is expressed as an alert on the application and is generated based on how a question is answered. Rounds can have one alert for each round response and the status of the alert can be changed from “Pending”, to “In Progress”, to “Resolved”, or “Unable to resolve”. Changing the alert status and leaving a note (optional) is how service recovery is performed. Time stamp information is captured for each alert status, which allows admin to monitor the amount of time taken to perform service recovery.
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Rounding from the desktop app
User profiles with the permission to round can do so from the desktop app. This can be beneficial for managers rounding on employees in their office or when someone doesn’t have a mobile device present. Management and Leadership can build rounding surveys directly in the desktop app and fill them out using the same dashboard. All data is them stored just the same as if they were using the mobile rounding app.
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Creating question categories
Adding categories to a location is a great way to categorize survey questions. Categories can also be used to filter data and can be assigned to users (e.g. Nutrition can be assigned to the head chef, etc.). This creates a pool of users based on categories that can be assigned alerts when creating a survey. To create a category: Click “Categories” in the side navigation, Click “+category” in the upper right left area of the screen…
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Assigning question categories to survey questions
To assign a category to a survey question, you have to first create your categories. Each question in survey can be assigned a category. This allows organizations to study analytics by category and also assign question alerts to users that have been assigned to a category. When creating a survey, click the “category” dropdown, which can be found to the right of the question title.
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Assigning categories to users
To assign a category to a user’s location profile, you have to first create your categories, which can be found in another article. A user’s location profile can be assigned to multiple categories. This allows organizations to associate question alerts with the profiles that have been assigned to a category. To assign a category to a user profile, you need to either create a new user profile or edit an existing user profile. Instructions to create user profiles can be found on the User Guides page. Once in the user profile form, click “Assign groups & Categories”
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Creating groups and subjects on the desktop app
Groups are a collection of subjects, and subjects are the objects that are rounded on. A Group can represent a collection of patient beds, a collection of employees, or any “subjects” a location wants to round on. Subjects can have the same name, but cannot have the same unique ID (such as an employee ID, email or phone number). Select “Groups” from the side navigation. This opens a list view of Groups for the active location. To create a group: Click the “+Group button” in the upper left corner of the screen. *Note if button is greyed out, your location profile doesn’t have permissions to create, update, or delete groups
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Group, subject, category, and rounder reports for a location
Rocket rounding breaks dashboard reports into four types of information: Group stats, Category stats, Rounder stats, and Survey stats. These can be accessed below the main location dashboard analytics that are located in the top portion of the screen. Note that data for all of the above mentioned stats is filtered by the date range in the upper right corner of the dashboard (the dashboard defaults to 7-days). To access any of the stat reports, simply click on the radio button next to the name of the stat your are trying to view. Downloading stat reports: To download any of the stat reports, click on the radio button next to the stat, wait for the data to load, and then click the download icon in the upper right corner of the report.
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Score and Rounds Completed Report
A user with the correct permissions can see scores and rounds completed for a location and create reports over specified periods of time. Below is an example from the web application. Click “Location dashboard” on the side navigation and the dashboard will appear with the location’s analytics including score and number of rounds completed over a period of time. If you are a Location Admin, select the type of dashboard analytics you would like to see by clicking the “pre-selected filters” dropdown next to the words “Location dashboard” in the upper left corner. You can choose between “Location analytics” (default), or “My group analytics” if you are assigned to groups, or “My categories” analytics if you are assigned to categories. Note that each of these selections will filter the entire dashboard.
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Managing alerts from desktop application dashboard
There are many ways to access rounds with alerts. Below are examples from the web application. By clicking the bell in the navigation bar that might or might not have a number circled in red for the number of active alerts that you have. This brings you to a list of rounds with alerts that are specifically meant for you to see (i.e. you were selected to be alerted for a question’s response by a location admin). By alerts total or by alert status on the dashboard. These links are accessible to the right of any of the dashboard stat line graphs on a location’s dashboard.
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Resetting your password
If you forget your password, you can begin the reset password process from the sign-in page. Simply click “Forgot password”. Then type in user email for the account that has the password that will be reset, and click “next.” *Note you can also click “back” if you want to return to the sign-in page. You will see the message: “Thanks! You should receive an email soon.” Check your inbox for a Rocket Rounding Password Reset email and follow the instructions to complete your password reset.
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Switching profiles
A user with a registered account can have multiple profiles at networks and/or locations. Sign-in to Rocket Rounding. On the side navigation, click “Switch profiles” in the upper right corner, you will be prompted to choose a network. Click on the network at which you want to access the profile. You will be prompted to chose a location. Click on the location at which you want to access the profile.
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Accepting network and location invites
Whenever a user profile is created for a network or location, the authenticated account associated with that profile’s email address receives an invitation via the authentication workflow. Click the “Manage Invites” link on the authentication workflow to be redirected to a screen that contains any/all invites you have not accepted.
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Registering a new account
Welcome to Rocket Rounding! We’re excited that you’re about to register a new account. Anyone can register an account with Rocket Rounding, but you will need to have a network or location administrator set up a profile for you to access your rounding informationBefore you can sign-in to the application, you will need enter your email and create an alphanumeric password that is at least 6 characters long.
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