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Introduction
Drop Down Fields within ionMy offers several key benefits:
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Settings ModuleThis training will take you through Drop Down Fields menu via the Settings icon Creating Drop Down Field Values
We will now go through some common examples that differ slightly in configuration requirements. |
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Adding a Person Involved Type:The Person Involved type is used to categorise individuals based on their relationship to a particular organisation, such as staff, client type(s), volunteers or other stakeholders.
Note: If you do not want to link the PI type to staff or TPP you can the simply leave the Staff Checkbox or TPP type ddl unselected. This will present the user an empty text box to manually enter the PI name. |
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Adding Category Tree ItemsNote: We will use the Incident/Illness module throughout this training, however, the same concept applies regardless of the module you are working on.
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Tip – Sort Order Increments When configuring Drop Down Fields, it's recommended to use sort order increments of 5 or 10. This allows for easier management and updates in the future. For example, if you have "Medication - Adverse Drug Reaction" at Sort Order 75 and "Medication - Pharmaceutical Error" at Sort Order 80, and you need to add a new option "Medication - Missed Meds", you can easily insert it with a Sort Order of 78. By using increments, you avoid the time-consuming process of re-sorting all existing records to maintain alphabetical order. |
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Note: You can select multiple categories by ticking the checkboxes as shown in the above image |
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Discussion – Parent and Child Nodes i) Parent Node - is a primary category that contains one or more subcategories, serving as an organisational point for related items ii) Child Node - is a subcategory that falls under a parent node, representing a more specific classification within the broader parent category. |
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Note: Please refer to the Compliance Hub Training Manual for further details on this ionMy feature. If this new category/form type has specific questions that aren't captured in the standard form, tick the Is Flexi Option (tick for yes) checkbox. Once you save, you can customise your form with those additional questions.
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Tip – Setting by Position |
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Configuring Your Risk MatrixA risk rating is an assessment that helps you evaluate the potential impact and likelihood of risks within your organisation. In ionMy, risk ratings are used extensively across various modules to prioritise and manage potential hazards. Configuring risk ratings in ionMy involves several steps. To ensure you're set up correctly, we'll walk you guide you through the entire process. Adding a Risk Group
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Adding Risk Consequences
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Adding Likelihood Options
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Setting the Risk Calculations
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Adding Risk ImagesThe Risk Rating image provides a visual representation of the assessed risks within the system.
Note: you cannot delete an image if it is linked to a rating
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Adding RatingsRisk Ratings provide a concise evaluation of the level of risk associated with specific scenarios, actions or decisions. Typically expressed using numerical scales and qualitative descriptors.
Score – Nothing to be configured here. This is the calculation set up earlier in the calculation grid. Example: Low, Medium, High, Extreme Rating - Is the level of Risk which can be qualitative (using descriptive terms) or Quantitative (Using Numerical values). Within ionMy this field is a numeric value. Sort Order - Arrangement of items based on their assigned ratings, typically from highest to lowest or lowest to highest. Description - brief explanation that clarifies the meaning or context of each rating. Graphic- Visual Representation of each rating
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TRAINING FEEDBACKThank you for completing this ionMy training! Your feedback is invaluable to us as we strive to improve our training materials and support services. Please take a moment to complete this short survey by scanning the QR code below. Your responses will help us ensure our training meets your needs and provides you with the knowledge and skills necessary to effectively use ionMy. |
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