THOR User Guide INTRODUCTION 3 OBJECTS IN THOR 3 NAVIGATION 4

Transcription

1 User Guide INTRODUCTION 3 OBJECTS IN THOR 3 NAVIGATION 4 LOGIN 4 HOME PAGE 4 OBJECTS 5 ACTIONS MENU 6 EDIT 6 DELETE 6 IMPORT OBJECTS 6 FILTER LIST 6 MOVE TO FOLDER 6 VIEW HISTORY 7 VIEW DELETED ITEMS 7 SECURITY 7 DELETE ALL CHILDREN 7 ABOUT THIS OBJECT 7 VIEWING/UPDATING YOUR USER PROFILE 7 VIEWING/UPDATING OTHER OBJECTS 8 DATA ENTRY 9 EXAMPLE: ENTERING A NEW SERVER OBJECT 10 BULK IMPORTS 11 REPORTING 13 SECURITY 15 DEFINITIONS & ACRONYMS 17 OBJECT 17 OBJECT DEFINITION 17 THOR 17 TRIGGER 17 WEB PART 17 DASHBOARD 17 NESTED FIELD(S) 17

2 DELEGATE 17 ADMINISTRATOR 17 SITE MANAGER 17 SCHEMA 17 SURVEY 17 ASSESSMENT 18 REPORTS 18 RELATIONSHIP 18 VERSION 18 TOOLTIPS 18 EDIT MODE 18 Page 2 of 18

3 Introduction Welcome to THOR, The Healthcare Object Repository! Object (n.) 1. A thing of significance, either real or conceptual, about which the business or system being modeled needs to hold information. 2. A self-contained piece of data that can be referenced as a unit. In THOR, object definitions are created by Administrators and Form Designers. An object definition is analogous to a database table; an object would be a record in that table. THOR is a multipurpose, Web-based tool that captures and stores information of all sorts, relates it to other information, and provides reporting capabilities on the information it holds. Objects in THOR Simply put, THOR stores and relates a myriad of information. The basis for this functionality centers around Object Definitions and defined relationships between them. Object Definitions are created for each distinct type of object such as facility, user, server, or application and contain two main parts: 1) a list of attributes or types of information to be stored about that type of object, and 2) defined relationships to other objects definitions. Administrators create the Object Definition, which could be considered a table in a database. End users work with Objects themselves, each of which could be represented as a record in that table. Page 3 of 18

4 Navigation THOR THOR may be accessed at Please note, data traffic with this website is secured via SSL encryption. Login Enter your User ID and password, and click Login; this will bring you to your Home page within THOR. Your User ID is the same as your address. Please note, passwords are case-sensitive. THOR users have five primary navigation options, as shown in the Navigation menu in the left-hand menu bar: Home, Objects, Reports, Help, and FAQ. The Help link references this user guide. The FAQ link displays some commonly asked questions, along with their answers. Home page The Home page or dashboard contains two web parts: Welcome, and My Surveys. Page 4 of 18

5 The Welcome web part contains general information describing the THOR tool as it is intended to be used. The My Surveys web part lists objects relevant to the logged-in user, typically facilityspecific surveys in which data may be entered. This may be considered a to-do list for entering facility information. It is recommended to enter the data in the order listed. Please see the Data Entry section for more information on entering information into the THOR system. Objects The Objects link in the Navigation menu takes you to the Objects Root page. Global objects may be viewed here, and even edited based on the user s security access level. However, Page 5 of 18

6 the links in the My Surveys web part on the THOR home page, or on the Facility home page, should be used for data entry and updating. Actions menu The Actions menu provides a selection of possible actions, depending on both the page being viewed in THOR and the access of the logged-in user. Edit Switches the user from View mode to Edit mode on the current object, and allows for updates to be entered. Delete Allows the current object to be deleted. Deleted items may be recovered, if needed (see View Deleted Items). Import Objects Users may upload bulk data in.csv format (see the Data Entry section for more instructions on using this feature). Filter List This feature allows you to display only the list of objects that you are interested in, based on criteria you enter into an entry form for that object. Click on Apply Filter in the Actions menu, and only those records matching the criteria you entered will display. Move to Folder Users with sufficient access may relocate objects to other locations, as needed. Page 6 of 18

7 View History THOR Displays a history of changes on the current object or folder, including the date of the change, who made the change, and the name of the object. Changes between versions are highlighted in light red. There is also a Rollback feature in the View History view, that allows users to revert back to a previous version of the object. NOTE: Rolling back to a previous version is permanent and cannot be undone. View Deleted Items Displays a list of objects that have been previously deleted from this folder. Objects can be restored from this page by clicking on the object link, then clicking Restore on the Actions menu. Note that this option is available from a Folder view, only. Security May be used to explicitly set permissions on an object or folder. Delete All Children May be used to delete all objects in the existing folder. This might be used prior to refreshing data via a bulk upload. Note that this option is available from a Folder view, only. About This Object The About This Object section provides information about the item being viewed currently, along with links to display information about the history of the object and the person(s) who created and last modified the object. See the View History section under Actions menu (above), for more information on this feature. Viewing/Updating your User Profile Each page in THOR displays the current logged-in user in the top right-hand corner of the browser window. Clicking on the user ID takes you to your profile, in View mode. Page 7 of 18

8 Selecting Edit in the Actions menu opens the Edit mode, in which values may be updated. Fields marked with a red asterisk (*) are required. Users can reset their password on this page, for example. When you are done with any updates, click on Save in the Actions menu; selecting Cancel Changes takes you back to the View mode without making any updates. Viewing/Updating other Objects Various objects are available for viewing and updating, based on your access (see the Security section for more details). Viewing an object, such as a record for a particular facility, shows the information stored in THOR about that object, along with a list of other related objects, in the Related Items web part. The Related Items web part displays lists of other objects in THOR that are related to the object being viewed. Also included are the lists of links to surveys, as they display in the My Surveys web part on the Home page. As on the user profile object, selecting Edit in the Actions menu opens the Edit mode, in which values may be updated. Fields marked with a red asterisk (*) are required. Page 8 of 18

9 Data Entry The My Surveys web part on the Home page lists objects relevant to the logged-in user, typically facility-specific surveys in which data may be entered, listed under a link to the user s facility information. This list of surveys may be considered a to-do list for entering facility information. Deadlines for these tasks are also listed, along with any relevant comments. Data entry is made easier if the information is entered in the order presented; however, there may be circumstances where an object that needs to be referenced does not yet exist in the THOR system. For example, while creating an entry for Application Installations, you find you want to relate the application to the server on which it runs. When you try to select the server from the list, you find it does not yet exist in Servers. The information already entered for the Application Installation may be saved and exited, and the related object created; or, the Add New function will allow you to create the new Server object in a separate window, and then come back to the Application Installation object you were originally entering. Please see the section below, on Related Objects, for more details. Related Objects Objects in THOR are tied to one another through pre-defined relationships, such as one between Application Installation and Server. The below diagram illustrates a few relationships that exist between four defined objects in THOR. Page 9 of 18

10 The relationship between Application Installation and Server allows you to report on which server(s) is hosting a particular application, as well as which applications are installed on a certain server. These relationships are created as you complete data entry forms, every time you select to enter a related object, such as person, vendor, or server. Example: Entering a new Server object 1. From the My Surveys web part on the THOR Home page, or from the list under Related Objects on the facility object View page, select D. Servers. 2. A list of any existing Server data is displayed, if any has been entered or uploaded; otherwise the screen displays No Items and the list is blank. 3. Select Add New Server from the Folder Actions menu in the left-hand menu bar. 4. The browser now shows a blank entry for a New Server, or in other words, a new Server object in Edit mode. Enter the information in the appropriate fields, noting that fields marked with a red asterisk (*) are required. Page 10 of 18

11 NOTE: Many fields have associated tool tips, providing extra instruction on what is being asked. You can find these by hovering over the field caption. 5. Select for Manufacturer, to select the organization or company that made the server. A list will display in a new window, of all the existing Facility Vendor object. If you do not see the needed one listed, you can add a new one. See the Related Objects section above for more details. NOTE: This establishes a relationship between the two objects. 6. When complete, you may enter Save from the Actions menu, or Save & Add New if you are going to enter a new Server object. 7. After saving a newly-created object, you are taken to the D. Servers page, in View mode. Each of the Server objects is listed here, including the one just entered. Bulk Imports THOR provides a bulk upload feature, available from inside any folder configured to hold objects. Only users with an appropriate security role can access this feature. Selecting Import Objects from the Actions menu will take you to the Import Objects wizard. The schema of the.csv file should match the Object Definition schema as closely as possible, although there is a field-matching feature that allows you to confirm the file data goes to the correct location. Page 11 of 18

12 NOTE: You may only select child object types that are allowed in the current folder. Browse to the.csv file and select the type of object to add, and then press Next. You are taken to a page that allows you to verify field mappings between the import file and the object, and to make updates where needed. Verify the source and destination columns. Note that you can select Ignore in the Destination Column dropdown, if needed/wanted. NOTE: Some fields may be related to other objects defined in THOR. If the imported data field matches a record name in the related object, the data will be entered into the related field in the imported object, and the relationship will be established. If there is no corresponding record in the related object, the field will be left blank in the imported record. In this scenario, the user would need to create the related object, then come back to the current object and add it in the related field. Page 12 of 18

13 Reporting The Reports page first displays the Report Builder web part, which allows you to start creating a report by first selecting the object from a drop-down list. NOTE: Reporting options are restricted based on the user s security role(s). For example, most facility members can only report on information from their facility. Select the starting object, and press Start. Page 13 of 18

14 Select the fields wanted in the report. Note that related objects are also displayed in the Report Builder, and that you have the option to also select fields from those related objects as well. You may also select all fields by checking the box near the starting object. Select whether to View the Report in the browser, or Export to Excel. If you select View the Report, the report will display in the browser below the Report Builder web part. There is currently no sorting or filtering available yet for the browser view, though this functionality is slated for a future release. You can, however, accomplish these functions in Excel. Page 14 of 18

15 Security THOR Security in THOR is set at two levels: Enterprise level security is corporate-wide, and Site level security is based on facility. The roles and their access are listed in the following table. Editors Readers Managers Editors Readers Enterprise Level Move objects/folders; grant security roles Read access everywhere Site Level Import data; add/setup new users; roll back Add/edit objects; delete/restore objects Read facility-specific data At each level, each role inherits everything from the lower roles; e.g., the Site Manager role includes the access that the Site Editor and Site Reader roles have. Adding Facility Staff Members to Security Roles Listed below are the three roles for Site Level security: Manager Editor Reader Site Level Import data; add/setup new users; roll back Add/edit objects; delete/restore objects Read facility-specific data Site Managers have been granted Manager access, and can assign security roles to other facility members. The instructions below explain how to add facility staff members to the Site Editor role. 1. On the facility home ( ) page, in View mode (which may be reached by clicking on the facility name from the THOR home page), you should see the below Security section. The facility Site Manager should be listed in the first field. 2. From the Actions menu in the left-hand menu bar, select Edit. Page 15 of 18

16 3. The button allows you to select facility staff members to add to any of the roles. NOTE: If the associate does not appear in the list, please call the Triad Service Desk ( ) to have the associate created in the THOR system. 4. Hit Save in the Actions menu when done (or Save & Add New, if more are to be added), to commit the updates. Page 16 of 18

17 Definitions & Acronyms Object 1. A thing of significance, either real or conceptual, about which the business or system being modeled needs to hold information. It is generally a self-contained piece of data that can be referenced as a unit. In THOR, object definitions are created by Administrators and Form Designers. An object definition is analogous to a database table; an object would be a record in that table. 2. An instance of an object definition. The object definition defines the properties that make up its related instances. Object Definition A collection of questions, attributes, and relationships. An object definition describes the rules by which an object behaves. THOR The Healthcare Object Repository Trigger A trigger is a question or attribute immediately preceding a nested field section. The value of a nested field is used to match against a trigger question s selected value. Web Part A self-contained module consisting of similarly grouped content. Web parts tend to exist within dashboards. Web parts are generally customizable, reusable, and dynamic. Dashboard A consolidated view of specific information from multiple sources contained within web parts. Nested Field(s) One or more fields that are displayed only when the trigger question has a certain value. Delegate To assign application rights associated with one user account to another user account. Administrator A user account or group that has full access to THOR. Site Manager A group that has full access to items within a given facility. Schema See Object Definition. Survey Page 17 of 18

18 The process of gathering information. A collection of information. Assessment The process of documenting measurable items. (syn) Evaluation. Reports Information dissemination documents often as a result of a query. Reports may contain text, data, graphics, and calculations. Relationship An association between object definitions. Each end of the relationship can also set limits on the number of objects that can be related at a time. For example, a facility can only have one primary contact so THOR will only let you select one person in the Primary Contact field. Version 1. A checkpoint at which data varies from its previous state or condition. 2. A version of a software or hardware product adds new and/or updated features and is designed to replace an older version of the same product. Tooltips A common graphical user interface element that provides details or descriptions of an item, when used in conjunction with a hovering cursor or mouse pointer. Edit Mode A mode for which data changes can be applied and saved. Page 18 of 18