Managing Interventions for Site, Location and Personnel

Interventions are meant to track any incidents or ongoing problems during a placement. You can log interventions for Sites, Locations, and personnel. The form is exactly the same no matter the pathway, and you can add as many follow ups within a single intervention as needed.

• Pathway for Sites
• Pathway for Locations
• Pathway for Personnel
• Adding and Managing Interventions
• Viewing Interventions Needing Follow Up

Pathway for Sites

1. Select Sites from the left-menu or dashboard. 
   
   
   
2. Find and select your desired Site.
   
   
   
3. Click on the Interventions tab from the ribbon at the top of the page.
   
   
   
4. Please scroll to the Adding and Managing Interventions

Pathway for Locations

1. Select Sites from the left-menu or dashboard.
   
   
   
2. Select Locations from the ribbon at the top of the page.
   
   
   
3. Find and select your desired Location.
   
   
   
4. Click on the Interventions tab from the left panel.
   
   
   
5.  Please scroll to the Adding and Managing Interventions

Pathway for Personnel

1. Select Sites from the left-menu or dashboard.
   
   
   
2.  Select Personnel from the ribbon at the top of the page.
   
   
   
3. Find and select your desired Personnel.
   
   
   
4. Click on the Interventions tab from the left panel.
   
   
   
5. Please scroll to the Adding and Managing Interventions

Adding and Managing Interventions

1. The page will load all previously added interventions. Click on the + icon to add an entry.
   
   
   
2. A drawer will open. You’ll be able to enter the following information. Click Save when done.
   1. Mode of intervention
   2. Details of intervention
3. If this is an ongoing intervention, click on Add Follow Up.
   
   
   
4. If you added a follow up, you’ll provide details of your planned follow up date. Click Save once done.
   
   
   
5. The intervention will be listed on the main grid. To edit an intervention, click on the Subject of Intervention text.
   
   
   
6. A drawer will open.
   1. Click on the pencil icon to make edits.
   2. Click on the trash bin to delete the intervention.
      

Viewing Interventions Needing Follow Up

1. While we currently do not have reports for Interventions, you are able to view anything that needs follow up by going to the Site and Locations Dashboard.
2. Select Sites from the left-menu or dashboard.
   
   
   
3. Click on Dashboard from the ribbon at the top of the page.
   
   
   
4. The dashboard will by default show you information for Sites. If you’d like to see details for Locations, switch the button to Locations.
   1. Please note the dashboard is updated every 24 hours.
      
      
      
5. Find the Interventions Needing Follow Up section and click on the interventions you’d like to see:
   1. More than 7 days
   2. Next 7 days
   3. Past Due
      
      
      
6. The Details of Selected Sites / Locations section will load any Sites or Locations who have interventions needing follow up.
   1. You may need to scroll to the bottom of the dashboard to view these sections.