7 Day Self Assessment Tool (7 Day SAT) User Guide (April 2014)

7 Day Self Assessment Tool
(7 Day SAT)
User Guide
(April 2014)
v3
Registering for
the Tool
Go to www.7daysat.nhs.uk
And click the register button.
For security reasons the
registration page will not
work from a bookmarked
page. It must be accessed
from clicking this button for it
to work.
Fill in all the relevant
details about yourself
Fill in all the relevant
details about your
organisation. First
selecting the type of
organisation which will
load then load sub lists
relevant to your selection.
Select User
Permission type. This
will display messages
describing what the
responsibilty of each
role entails. For more
informations see slides
6-8.
Registration on the 7 day Self Assessment Tool depends upon:
• A valid NHS email address being provided.
• Identification of the relevant organisation. You will be registered to
enter or approve data for this organisation only.
Once this is received you will receive (via email) your password.
It is anticipated that approval will be granted within 48 hours of
notification.
Any queries, please contact NATCANSAT Helpdesk on:
0870 840 8033 or email [email protected]
Different User Types
Approver User Type:
After registration the 'approver' will receive a password for the 7daysat tool. The
'approver' password should be retained and used only by the person registered in
this role.
The 'approver' log-in grants access to the tool, whilst also giving permissions to
access the approval functionality (via an additional button on the welcome page
tab). Once the data entry has been completed, the 'approver' should review the
inputs and, once satisfied, approve the record (following the procedure outlined in
slide 19-20). The first record will act as a baseline and can be approved at any
time. Subsequent records ‘can be’ approved on a quarterly basis from this first
record’s approval date. The subsequent records can only be approved two weeks
prior to this quarterly date. This will ensure strict quarterly records are kept and a
large number of records are not created for a short period of time.
The ‘approver’ also receives alerts that new potential ‘data submitters’ have
registered. If the ‘approver’ wishes the person they have been alerted about to be a
‘data submitter’ then they should log-in to the tool and on the welcome page they
should click the user administration button. On this administration page the
‘approver’ can grant access to registered users for data submission purposes.
Data Submitter User Type:
After registration the ‘data submitter’ will be emailed confirmation of their
registration, this email will also go to the ‘approver’ of the same organisation. Once
the ‘approver’ logs in to the tool and grants access to the ‘data submitter’ (via the
‘user administration’ button on the welcome page) then the ‘data submitter’ will
receive another email informing them of the ‘data submitter’ password. This will
enable data to be entered and to be saved but will not allow data to be approved
using the approver button on the welcome screen. This button will be hidden from
the ‘data submitter’.
Logging into
the Tool
There are two user types
per organisation, an
‘approver’ user type and
‘data submitter’ user type.
Each ‘role’ is associated
with a different password.
The ‘data submitters’ are
all appropriate users at
the site who can enter self
assessment data about
their particular work area
or department. The
‘approver’ one is for data
to be approved on a
quarterly basis, this user
type can enter data as
well but they also have
the responsibility
reviewing and signing of
all of the data that has
been entered for their site.
Select your Trust from
the drop down list. A
list of Hospital Sites
will appear, select the
relevant site.
Enter your
password and
Click Log In
If you are having trouble
logging in, please contact
NATCANSAT on:
0870 840 8033 or
[email protected]
USER ADMINISTRATION
(‘APPROVER’ USER TYPE ONLY)
Once you are logged-in the
welcome screen is the first screen
you will come to. Here the user
administration button can be found.
Click this to:
• Grant ‘data submitter’ access
to a registered user
• change the ‘approver’ or ‘data
submitter’ passwords
• transfer your ‘approver’ rights
over to another user (this will
remove your ‘approver’ status
and leave you as a ‘data
submitter’ only).
USER ADMINISTRATION
GRANT ‘DATA SUBMITTER’ ACCESS
TO A REGISTERED USER
(‘APPROVER’ USER TYPE ONLY)
By selecting a user
and clicking this
button, the user
selected will be
granted ‘data
submitter’ access
and they will also
be emailed the
password to log in
to the tool as a
‘data submitter’.
The top section on the user
administration screen allows you to
view all registered users of the
7daysat tool for your own
organisation.
The list on the right hand side
shows all registered users who
have been granted ‘data submitter
access’.
By selecting a user and
clicking this button, the user
selected will be removed
from the ‘data submitter’ list
and their access to the tool
will be revoked. The user
will be emailed to let them
know this has happened.
ENTERING DATA
Once you have
logged in you will see
a Welcome Screen
Navigate through the tabs at
the top.
You can see your
‘active’ record and
previous records that
have been ‘approved’.
The Levels of Service Provision Tab gives a
description of each of the levels.
The Clinical Standards are
available to download here
There are various types of responses allowed in the tool
Drop Down Fields allow you
only to select from a defined
list.
Depending on the response
to the previous question,
additional questions may
appear underneath.
Radio buttons allow you only
to select one answer
There are several text boxes
to allow you to type in
comments. It shows in blue
font the number of remaining
characters left.
Saving Data
You can work through the questions by either selecting the next question tab, the
arrow button, or the Next button at the bottom of the page. Each of these
automatically saves your responses. You can also click Save.
Question Tab
Arrow Button
Save and Next
Question Button
If you click a different top Tab button, after amending data, you will receive a warning
where you can choose whether or not to leave the page without saving changes.
Top tabs are used to navigate
between sections and not
questions. These Do Not
automatically save the page
you are currently on before
transferring you to the next
question.
If you have made changes to
a page and try and navigate
to a different section of the
toolkit using the top tabs then
a warning appears on screen
indicating that you will lose
the unsaved changes.
Approval of Record
To ‘Approve’ your
record. Click Approve
Selected Record
Your first record will act as a
baseline for your
organisation. This can be
approved (by the ‘approver’
user) at any time once you
are happy with all sections
of your data. After this first
approved record, the next
record will be active and
data can be saved to it
immediately. The next
record will however not be
able to be approved until 2
and a half months from
when the previous record
was approved. This gives a
two week window for
approval to ensure a
quarterly feedback of data is
achieved.
The Approve record button is
only visible for Approval users.
They will receive messages
about the status of their record
above this button.
Contacts
7 Day Self Assessment Tool Produced by:
National Clinical Analysis and Specialised Applications
Team (NATCANSAT)
Website: www.natcansat.nhs.uk
Helpdesk: 0870 840 8033
Email: [email protected]
In conjunction with: NHS Improving Quality
Website: www.nhsiq.nhs.uk
www.7daysat.nhs.uk