Completing a Survey. How to Start and Use the Surveyor App. ADACH Surveyor Training rev. 3.0

Transcription

1 Completing a Survey How to Start and Use the Surveyor App ADACH Surveyor Training rev. 3.0

2 The way healthcare was intended HCA Mission and Values Statement Above all else, we are committed to the care and improvement of human life. In recognition of this commitment,we will strive to deliver high quality, cost-effective healthcare in the communities we serve. In pursuit of our mission, we believe the following value statements are essential and timeless: We recognize and affirm the unique and intrinsic worth of each individual. We treat all those we serve with compassion and kindness We act with absolute honesty, integrity and fairness in the way we conduct our business and the way we live our lives We trust our colleagues as valuable members of our healthcare team and pledge to treat one another with loyalty, respect and dignity. 2

3 Design and Construction: Mission and Vision To be the undisputed industry leader in healthcare facility design and delivery by: Vision Being a thought leader in capital efficiency Empowering our team and partners Fostering a culture of continuous improvement Goals THOUGHT LEADERSHIP Collaborate with cross functional departments to identify and promote solutions that improve clinician effectiveness, patient satisfaction and safety Create value for HCA by delivering cost efficiencies and revenue impact (acceleration and growth) EMPOWERMENT Communicate our vision and goals to all stakeholders while recognizing contributions of both internal and external team members Clearly define roles and responsibilities to better support the department s vision and give team members well defined swim lanes that match their interests and skill sets CONTINUOUS IMPROVEMENT Develop the organizational skills and capabilities to identify, prioritize, and solve ambiguous problems Make measurement part of everything we do to provide transparency, drive accountability, and make better decisions

4 Sample Project Information Login to ADAcomplianceHELP The Sample Project user The password for this user is: prototype Login to Surveyor App PARKRIDGE WEST HOSPITAL ADA Remediation / (sample of actual project with images and altered elements and images) Prototype Project (has all of the space types with default elements, but no images) Do NOT sync data 4

5 To SURVEY simply: 1. Confirm ipad has a data or Wi-Fi connection to the Internet. 5

6 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 6

7 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password given to you by your Client Administrator. prototype 7

8 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Select Login to Surveyor App 8

9 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Login to Surveyor App. 5. Select a LOCATION to survey from the list. Contact your Client Administrator if your location does not appear in the list. 9

10 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Login to Surveyor App. 5. Select a LOCATION. 6. Tap on DOWNLOAD SURVEY and OK to proceed. This may take a while depending on the size of the project. Progress bar should appear at the bottom. You may ABORT at any time to stop the download. Once a project is downloaded to the ipad, you will not need to download it again. 10

11 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Login to Surveyor App. 5. Select a LOCATION. 6. Download Survey. 7. Select either CIVIL DATA or ROOM DATA to survey. See Understanding Components of the Project HOME Screen slides for additional information. or 11

12 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Login to Surveyor App. 5. Select a LOCATION. 6. Download Survey. 7. Select either CIVIL or ROOM DATA. 8. Select an AREA to survey from the list. See Understanding Components of the Project AREA Screen slides for additional information. 12

13 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Login to Surveyor App. 5. Select a LOCATION. 6. Download Survey. 7. Select either CIVIL or ROOM DATA. 8. Select an AREA. 9. Select a SPACE to survey from the list. See Understanding Components of the Project SPACE Screen slides for additional information. 13

14 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Login to Surveyor App. 5. Select a LOCATION. 6. Download Survey. 7. Select either CIVIL or ROOM DATA. 8. Select an AREA. 9. Select a SPACE. 10. Answer the Questions. See Understanding Components of Project ELEMENT Screen slides for additional information. 14

15 To SURVEY simply: 1. Confirm Internet Connection. 2. Open ADA Compliance HELP app. 3. Enter & Password. 4. Login to Surveyor App. 5. Select a LOCATION. 6. Download Survey. 7. Select either CIVIL or ROOM DATA. 8. Select an AREA. 9. Select a SPACE. 10. Answer the Questions. 11. Create a Report. Comprehensive Room Data and Cost Reports are for an entire LOCATION and can only be done at the Client Administrator level. See REPORTS section below for additional information. 15

16 6 HOME SCREEN 7 Understanding Components of the Project HOME Screen: 1. SYNC 2. CIVIL DATA 3. ROOM DATA 4. POLICY DATA 5. TOOLBOX 6. BAR SYMBOL 7. MEGAPHONE SYMBOL

17 HOME SCREEN SYNCING: Uploads all data and photographs inputted into the app by the surveyor to the main server. Uploading time will vary depending on the amount of data added and can be aborted at anytime. If aborted, no data will be uploaded or SAVED. Syncing will also download data to the app that was; 1) Uploaded by another surveyor after they sync. 2) Added / changed at the Client Administrator level. THE SYNC BUTTON WILL APPEAR RED WHEN THERE IS AN UPDATE AVAILABLE. BEST PRACTICE: Use only one surveyor per LOCATION or AREA. Sync at the end of each work session (i.e.; lunch, end of day) and NOT after each SPACE. 17

18 HOME SCREEN CIVIL DATA: List of all the civil (exterior) AREAS set up by the Client Administrator. See Understanding Components of the Project AREA Screen slides for additional information. 18

19 HOME SCREEN ROOM DATA: List of all the room (interior) AREAS set up by the Client Administrator. See Understanding Components of the Project AREA Screen slides for additional information. 19

20 HOME SCREEN POLICY DATA: Held for FUTURE use. IMAGE IS NOT AVAILABLE 20

21 HOME SCREEN TOOLBOX: Shows all the tools required to complete a survey. Tape Measure Minimum 25 feet. Digital Level Minimum 2 feet long with feet to bridge rocks etc. Should have percentage (%) slope readings. Door Pressure Gauge Capable of reading up to 15 pounds minimum at maximum 1 pound increments. Also, capable of taking push AND pull pressures. 21

22 HOME SCREEN BAR SYMBOL: Tap on the symbol to open window to return Home or Log-Out of the app. Home returns to the LOCATION screen. Profile and Settings are held for FUTURE use. THIS CAN BE USED ANYWHERE WITHIN THE APP. 22

23 HOME SCREEN MEGAPHONE SYMBOL: Tap on the symbol to open window to provide feedback to the App Administrator (i.e.; errors, incorrect / non-functional links, program issues, etc.). THIS CAN BE USED ANYWHERE WITHIN THE APP. 23

24 AREA SCREEN Understanding Components of the Project AREA Screen: 1. LOCATION 2. AREAS 3. LOCATION PLAN 2 4. BACK SYMBOL 5. ADD AREA 3 24

25 AREA SCREEN LOCATION: Confirm you are in the correct LOCATION prior to start of survey. 25

26 AREA SCREEN AREAS: List of all the AREAS for the LOCATION as ordered and named by the Client Administrator. Scroll with finger if there are more AREAS than what appear on the screen. Percentage (%) reflects the amount of SPACES surveyed 100% within the AREA. Compliance HELP Check symbol means 100% of the AREA has been surveyed. The AREAS appear in order of their alphabetic identification but can be surveyed in any order. 26

27 AREA SCREEN LOCATION PLAN: An overall plan of the LOCATION with the separate AREAS identified. Tap anywhere on the plan to open an enlarged version that can be zoomed with two fingers. Tap on the X to exit. 27

28 AREA SCREEN BACK SYMBOL: Tap on the symbol to take you back to the previous screen (Project HOME Screen). 28

29 AREA SCREEN ADD AREA: Held for FUTURE use. If an AREA is missing, request an update from the Client Administrator and sync to add missing AREA. 29

30 SPACE SCREEN Understanding Components of the Project SPACE Screen: 1. AREA 2. SPACES 3. AREA PLAN 4. FILTER ROOM TYPES 3 5. BACK SYMBOL 6. ADD ROOM 2 30

31 SPACE SCREEN AREA: Confirm you are in the correct AREA prior to start of survey. 31

32 SPACE SCREEN SPACES: List of all the SPACES for the AREA as ordered and named by the Client Administrator. Scroll with finger if there are more SPACES than what appear on the screen. Percentage (%) reflects the amount of ELEMENTS surveyed 100% within the SPACE. Compliance HELP Check symbol means 100% of the SPACE has been surveyed. The SPACES appear in order of their numeric identification but can be surveyed in any order. BEST PRACTICE: Survey in numerical order as established by the Client Administrator. 32

33 SPACE SCREEN AREA PLAN: An overall plan of the AREA with the separate SPACES identified. Tap anywhere on the plan to open an enlarged version that can be zoomed with two fingers. Tap on the X to exit. 33

34 SPACE SCREEN FILTER ROOM TYPES: Allows you to filter spaces based on the type assigned by the Client Administrator. Tap on the down arrow and select space type from the pull down screen. Only space types that are included in the area will appear. Only one space type can be selected at a time. Tap on X to right of filter name to remove the filter. 34

35 SPACE SCREEN BACK SYMBOL: Tap on the symbol to take you back to the previous screen (Project AREA Screen). 35

36 SPACE SCREEN ADD ROOM: Held for FUTURE use. If a SPACE is missing, request an update from the Client Administrator and sync to add missing SPACE. 36

37 ELEMENT SCREEN Lobby / Waiting Understanding Components of the Project ELEMENT Screen: SPACE 2. ELEMENTS 3. SPACE PLAN 2 4. QUESTION / ANSWER / REMDIATION / HELP SCREEN 5. PHOTOS COMMENTS 7. BACK / HIDE SYMBOLS 9 8. ADD FEATURE 9. SURVEY SUMMARY 37

38 ELEMENT SCREEN Lobby / Waiting SPACE: Confirm you are in the correct SPACE prior to start of survey. 38

39 ELEMENT SCREEN Lobby / Waiting ELEMENTS: List of all the ELEMENTS for the SPACE as included and ordered by the Client Administrator. Scroll with finger if there are more ELEMENTS than what appear on the screen. While the ELEMENTS can be surveyed in any order, it is highly recommended to survey in the order that appears on the screen. When an ELEMENT is complete, the next ELEMENT in the order will automatically begin after tapping NEXT. The current ELEMENT being surveyed will appear in a gray box. 39

40 ELEMENT SCREEN Lobby / Waiting ELEMENTS: Incomplete ELEMENTS have a gray dot to the left. After 100% of the questions in an ELEMENT are answered, the dot will turn maroon. If there are no deficiencies in an ELEMENT, a Compliance HELP Check symbol will appear to the left. If there are deficiencies in an ELEMENT, a CAUTION symbol will appear to the left. 40

41 ELEMENT SCREEN Lobby / Waiting SPACE PLAN: A cropped plan of the SPACE with the separate ELEMENTS identified (if more than one of the same type in the same space (i.e.; doors). Tap anywhere on the plan to open an enlarged version that can be zoomed with two fingers. Tap on the X to exit. 41

42 ELEMENT SCREEN Lobby / Waiting QUESTION / ANSWER / REMDIATION / HELP SCREEN: See section below labeled: How to Answer the Questions, Select Remediation s, and get HELP. 42

43 ELEMENT SCREEN Lobby / Waiting PHOTOS: Tap the + symbol to add photos to a SPACE that are in addition to photos required by the questions. Only one photo can be added at a time. Select LIBRAY if you want to add a photo from the ipad s photo cache. Select the photo and tap NEXT. Select CAMERA if you want take a new photo. 43

44 ELEMENT SCREEN PHOTOS: c a b After the photo is selected or taken, you will have options to: a. Add a comment (tap on keyboard symbol to end comment). b. Link the photo to the entire SPACE (default) or a specific ELEMENT via the pull down menu. c. If linked to an ELEMENT, then link the photo to the entire ELEMENT (default none ) or a specific question via the pull down menu. 44

45 ELEMENT SCREEN PHOTOS: Tap on ADD PHOTO at bottom. The photo will appear in the photos box. 45

46 ELEMENT SCREEN PHOTOS: EDIT Photo Tap on any photo within the photos box, select photo you want to edit, and tap the pencil symbol below the photo. NOTE: This cannot be undone. REMOVE Photo Tap on any photo within the photos box, select photo you want to remove, and tap the trash symbol at bottom right corner. NOTE: This cannot be undone. Tap the back symbol if you decide not to edit or remove a photo. 46

47 ELEMENT SCREEN Lobby / Waiting COMMENTS: Tap the + symbol to add comments to a SPACE. Only one comment can be added at a time. Type the comment (tap on keyboard symbol to end comment). 47

48 ELEMENT SCREEN COMMENTS: b a After the comment is typed, you will have options to: a. Link the comment to the entire SPACE (default) or a specific ELEMENT via the pull down menu. b. If linked to an ELEMENT, then link the comment to the entire ELEMENT (default none ) or a specific QUESTION via the pull down menu. 48

49 ELEMENT SCREEN COMMENTS: Tap on ADD COMMENT at bottom. The comment will appear in the comments box. 49

50 ELEMENT SCREEN COMMENTS: EDIT Comment Tap on any comment within the comments box and tap the pencil symbol to the right of the comment you want to edit. NOTE: This cannot be undone. REMOVE Comment Tap on any comment within the comments box, tap on the pencil symbol to right of the comment you want to remove, and tap the trash symbol at bottom right corner. NOTE: This cannot be undone. Tap on the back symbol if you decide not to edit or remove a comment. 50

51 ELEMENT SCREEN Lobby / Waiting BACK / HIDE SYMBOLS: HIDE BACK Tap on the symbol to take you back to the previous screen (Project SPACE Screen). HIDE Symbol Tap on the symbol to hide the ELEMENT task bar. Tap a second time to re-open. 51

52 ELEMENT SCREEN ADD FEATURE: Held for FUTURE use. A FEATURE is the same as an ELEMENT. If an ELEMENT is missing, request an update from the Client Administrator and sync to add missing ELEMENT. 52

53 ELEMENT SCREEN 11103: Lobby / Waiting SURVEY SUMMARY: Provides a static summary of all deficiencies and selected remediation s for the SPACE being surveyed. Comprehensive interactive reports for the entire LOCATION are done at the Client Administrator level. Tap on the back symbol to exit. 53

54 Completing a Survey How to Answer the Questions, Select Remediation s, and get HELP

55 QUESTION TYPES / ANSWERS: All questions require an answer selection, measurement / quantity input, photo taken / added, or information input prior to moving onto the next question. NEXT will appear when the last question for an ELEMENT has been answered. DONE will appear when the last question for the last ELEMENT in a SPACE has been answered. Tap on NEXT / END to automatically move to the next ELEMENT / SPACE. 55

56 QUESTION TYPES / ANSWERS: MULTIPLE CHOICE TYPE Requires selection of an answer by picking the box to left of answer. Different types include: a. Requires only one answer b. Requires specific # of answers c. Allows unlimited # of answers d. Requires selecting an image (tap image to enlarge and X to exit) e. Requires a measurement to select a range provided Read ALL answers before selecting. Questions with multiple answers require selecting SAVE after all answers are selected. 56

57 QUESTION TYPES / ANSWERS: QUANTITY / MEASUREMENT TYPE Requires a numeric answer by picking in box. Keyboard will automatically appear (tap DONE to enter information DO NOT USE KEYBOARD SYMBOL). Different types include: a. Requires a quantity (input field is blank) b. Requires a measurement (input field has a unit of measurement) Most measurement type questions have HELP SCREENS that provide additional information on how / what to measure. See HELP SCREEN slides below. 57

58 QUESTION TYPES / ANSWERS: PHOTO TYPE Requires a photo to be added by picking on camera symbol. Select LIBRARY if you want to add a photo from the ipad photo cache. Select the photo and tap on NEXT. Select CAMERA if you want take a new photo. After the photo is selected or taken, you will have option to add a comment (tap on keyboard symbol to end comment). Tap on ADD PHOTO at bottom. The photo will appear below the question. 58

59 QUESTION TYPES / ANSWERS: INFORMATIONAL TYPE Requires a written response by taping in the box. Keyboard will automatically appear (tap on keyboard symbol to end comment). These questions cannot be left blank. BEST PRACTICE: Develop project wide consistencies in language and how the information is represented across similar questions. 59

60 QUESTION TYPES / ANSWERS: UNIQUE TYPES STOP and similar multiple choice type questions require acknowledging you understand what is required in order to proceed with the survey of the ELEMENT / SPACE by selecting OK. The app will not track that any tasks, if required, are completed. NOTE: This may result is some spaces not being 100% complete. TERMINAL questions will automatically end an ELEMENT without checking all characteristics due to a significant deficiency found that will require full replacement / rework anyway. 60

61 QUESTION TYPES / ANSWERS: EDITING Multiple Choice, Quantity / Measurement, and Informational Types - Tap the pencil symbol to left of answer to Edit / Change answer. Photo Types Tap the pencil symbol below the photo to Edit / Add / Remove a comment. Tap on the photo to view a larger version. Tap on the X to left of photo to replace with a new photo. NOTE: This cannot be undone. Unless the photo being removed was added from the ipad s cache, IT WILL BE LOST. 61

62 QUESTION TYPES / ANSWERS: **CAUTION** Questions are pyramidal. Selected answers dictate subsequent questions. If an answer is deleted or changed anywhere in the pyramid, the subsequent questions will be removed up to the point where the changed answer veers from the original path of questioning. Original answers are not deleted. The are retained in the background. However, new answers are required to complete the ELEMENT. Only the answers in the final pyramid will be included in the reports. 62

63 QUESTION TYPES / ANSWERS: COMPLIANT / DEFICIENT If an answer is ADA compliant, a Compliance HELP Check symbol will appear to right of question. If an answer is not ADA compliant, it is Deficient. A caution symbol will appear to right of question and Remediation Options will appear below the answer. See REMEDIATION slide for additional information. 63

64 QUESTION TYPES / ANSWERS: COMPLIANT / DEFICIENT Some questions are required to prequalify subsequent questions that will be verified for ADA compliance. If a question is not being verified for ADA compliance, no symbols will appear to right of question. 64

65 REMEDIATIONS: If an answer is not in full compliance with ADA Standards, it is Deficient. A caution symbol will appear to right of question and Remediation Options will appear below the answer. Currently, the Remediation Options just reference ADA Standard section and, typically, only one option is available. Tap the box to left of remediation. If more than one option is available, select the best option for your situation. Tap on the pencil symbol to right of remediation to pick a different option. 65

66 HELP SCREENS: Additional HELP is provided for more complex questions / measurements. If a HELP SCREEN is provided, tap on the informational symbol to right of the question. Tap on the back symbol to return to the question. Scroll / Zoom with fingers for additional information that may not appear on screen or is difficult to read. 66

67 HELP SCREENS: c b a HELP Screens are formatted as follows: a. Question Restated b. Explanation Statements c. Quick HELP Tips (marked with check symbol) d. Graphical Examples e. Applicable ADA Standards Not all HELP SCREENS have or require all parts as listed above. d e 67

68 Reports How to Create and Read Reports

69 Creating REPORTS: Select Report from the LOCATION setup tab for the project you want. This function can only be done at the Client Administrator Level. NOTE: Cost Reports are not functional at this time. The report will be downloaded as an Excel file that can be saved to your computer. Create a PDF of the entire report. This is your deliverable for verifying ADA compliance. 69

70 COVER SHEET: Automatically generated based on information added by Client Administrator during project Set-Up. Includes LOCATION: a. Photo b. Name c. Address d. Survey Date a Parkridge West Hospital b 1000 Tennessee 28 Jasper, TN c d 70

71 LEGAL NOTICE SHEET: Held for FUTURE use. 71

72 AA a b c AREA PLAN / SPACE INDEX SHEET: Automatically generated based on information added by Client Administrator during Set-Up. e d Includes AREA: a. Address b. Control Code c. Name d. Plan with SPACES located e. SPACE Index Item Number / Name One will be created for each AREA set-up in a LOCATION. 72

73 Women s Public RR a b c FIELD DATA / DEFICIENCY SUMMARY SHEET: d Automatically generated based on information added by Client Administrator during Set-Up and information added by Surveyor during the survey. d e f Includes SPACE: a. Address b. Name c. Item Number d. Field Data e. Compliancy Abbreviation Index f. Deficiency Summary 73

74 Women s Public RR a FIELD DATA / DEFICIENCY SUMMARY SHEET: c FIELD DATA b d e Includes ELEMENT: a. Name b. Question (short form) c. Compliancy d. Surveyor response to a Question e. Photo(s) linked to a Question 74

75 Women s Public RR FIELD DATA / DEFICIENCY SUMMARY SHEET: COMPLIANCY ABBREVIATION INDEX C = Complies with 2010 ADA Standards D = Does not comply G = Does not comply but does comply with other ADA / Medical Care Guidelines W = Does not comply but is within an Acceptable Construction Tolerance (THIS DOES NOT APPLY TO NEW CONSTRUCTION) A = Does not comply but has been determined to be Acceptable as-is but must be corrected if modified in the future X = Qualifying question and Response was not verified for compliance 75

76 Women s Public RR a b c FIELD DATA / DEFICIENCY SUMMARY SHEET: DEFICIENCY SUMMARY a. Line = Numerical ordering for Deficiencies b. Accessibility Deficiency = Short form question and surveyor response for all that are NOT COMPLIANT (C) c. Proposed Remediation = Remediation to fix the deficiency as selected by the Surveyor. 76

77 d Women s Public RR a b c SPACE PLAN / PHOTOS SHEET: Automatically generated based on information added by Client Administrator during Set-Up and information added by Surveyor during the survey. Includes SPACE: a. Address b. Name c. Item Number d. Plan e. Photos e 77

78 Women s Public RR SPACE PLAN / PHOTOS SHEET: SPACE PLAN Plan should identify ELEMENTS when there is more than one within a SPACE (i.e.; doors) 78

79 Women s Public RR SPACE PLAN / PHOTOS SHEET: PHOTOS Photo numbers appear in the Field Data if linked to a question. Additional pages will be added as needed to show all photos taken for the SPACE. 79

80 END