Facility Profile Tab

The Facility Profile tab displays and manages profile related information for a Facility. (e.g. Facility Profile, Services & Schedule, Facility Hierarchy, Service Areas, Relationships)

Facility Profile Panel

The Facility Profile panel displays and manages profile attributes for a Facility

✏️Editing the Facility Profile

Editing the Facility Profile is managed through the Facility Profile panel

🚧To edit the Facility Profile, please follow the steps below:

📝Properties

📝Properties

The General Properties of a Facility are the Type, Name, Mobile Location Status, and Known Geolocation

🚧To update the General Properties of the Facility, please follow the steps below:

1

⭐(Optional) Update the Type

The Facility Type is displayed and managed by the Type input

Type

Type is used to represent the sub-classification of a Facility.

This is used to identify a specialized category for the Facility (e.g. Community Hospital, Local Community Center, National Stock Distributor, Vaccination Clinic, etc...)

🚧To update the Type of the Facility:

• Click on the Type input

After, the dropdown with available Type options should display

• Select a Type for the Facility

2

⭐(Optional) Update the Name of the Facility

The Name of the Facility is managed through the Name input

Name

Name is the display name for a Facility record. This is what Users will see.

🚧To update the Name of the Facility:

• Enter a new Name in the Name input.

3

⭐(Optional) Update the Mobile Location Status

Is Mobile

Check this box to indicate that the facility is not fixed (for example: a portable facility, vehicle or bus)

🚧To update the Mobile Status of the Facility:

• Check or Uncheck the Is Mobile checkbox.

4

⭐(Optional) Update the Know Geolocation

Known Geolocation

If the Known Geolocation of the Facility is known, this information can be stored.

✅When this input is Checked, the Latitude and Longitude inputs will display and allow updates.

🟩When this input is Unchecked, the Latitude and Longitude inputs will disappear.

✅Enable

Known Geolocation

Enabling the Known Geolocation will allow input and updating of Geographical Coordinates for the Facility

🚧To enable the Known Geolocation of the Facility:

• Check the Is Mobile checkbox.

After, the Latitude and Longitude inputs will disappear.

• Enter the Latitude coordinate into the Latitude input

• Enter the Longitude coordinate into the Longitude input

❌Disable

5

Save the Changes

• Click the Save button in the top right-hand corner of the Facility Profile panel.

🌍Name

💳Identifiers

🗺️Addresses

📞Contact Info

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Services & Schedule Panel

The Services and Schedule panel displays and manages the scheduling of provided Services by a Facility

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➕Add

➕Adding a Service Schedule

Adding a Service Schedule is managed by the Service & Schedule panel and the Add control

🚧To add a Service Schedule for a Facility, please follow the steps below:

1

Enable Editing Mode

Editing Mode allows adding and updating Service Schedules

🚧To enable Editing Mode for the Services & Schedule panel:

• Click the Edit button in the Services & Schedule panel header

After, the Services & Schedule panel will display Editing Mode

2

Add a Service Schedule

There can be many combinations of Service Schedules to configure

🚧To add a Service Schedule for a Facility:

• Click the Add button

After, the new Service Schedule form will display

3

Select a Type of Service

The Type of Service is the type of care that the Facility would be scheduling

🚧To select a Type of Service for the Services Schedule:

• Click on the Type of Service input

After, a dropdown will appear with a collection of available Service options

• Search and select an appropriate option

4

Display the Schedule

The Schedule view displays and manages the schedule for a Service provided by a Facility.

🚧To display the Schedule for a Service Schedule:

• Click the View link (beside Schedule)

After, the weekly Schedule form will display

5

Populate the Schedule

This step will involve populating the Weekly Schedule for the Service provided by the Facility

🚧To populate the Weekly Schedule for the Service Schedule:

• Enter the following into each Week Day (i.e. Row)

Column	Description
Open Time	The time when the Facility will begin providing this Service that day
Close Time	The time when the Facility will stop providing this Service that day
Capacity	The amount of people who will have capacity for this provided Facility Service

6

Save Changes

In this step, we will submit and commit any changes

🚧To save the Changes for the Organization Hierarchy:

• Click the Save button in the Organization Hierarchy panel header

After, the Services & Schedule panel will display in Display Mode and the new Schedule will be present

✏️Edit

❌Remove

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Facility Hierarchy Panel

The Facility Hierarchy panel displays and manages relationships of other Facilities to this current Facility

✏️Editing Facility Hierarchy

Editing the Facility Hierarchy can be done through the Facility Hierarchy panel

🚧To edit the Facility Hierarchy for an Facility, please follow the steps below:

1

Enable Edit Mode

Edit Mode allows updating the Facility Hierarchy

🚧To enable Editing Mode for the Facility Hiearchy:

• Click the Edit button

After, the Facility Hierarchy panel should display in Editing Mode

2

⭐Update the Facility's Parent (Optional)

Adding, removing, or updating the Facility's Parent can be done at any time through the Parent input

🚧To update the Parent for an Facility:

• Click on the Parent input

After, a dropdown should appear with a list of available Facility options

• Search and select an appropriate option

3

⭐Update the Reporting Area (Optional)

The Reporting Area indicates where the entities and actions attributed to this facility are reported under.

This is used for roll-up reporting (fallback is to roll-up to parent)

🚧To update the Reporting Area for an Facility:

• Click on the Reporting Area input

After, a dropdown should appear with a list of available Reporting Area options

• Search and select an appropriate option

4

⭐Managing the Facility's Children (Optional)

Adding or removing the Facility's children can be done through the controls in the Facility Hierarchy panel

➕Add

➕Adding a Child Facility

Adding a Child Facility can be done through the Children input

🚧To add a Child Facility reference to the Facility:

• Click on the Children input

After, a dropdown will display with the collection of available Facility options

• Search for the appropriate Facility and select the option

• Click the Add button.

After, you will see the Facility appear as a record in the Facility Hierarchy Table

❌Remove

5

Save Changes

In this step, we will submit and commit any changes

🚧To save the Changes for the Facility Hierarchy:

• Click the Save button in the Facility Hierarchy panel header

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Service Areas Panel

Service Areas panel displays and manages Places which the Facility primarily provides service to

➕Add

➕Add a Service Area

Adding Service Areas are managed through the Service Areas Table Controls

🚧To add a Service Area for a Facility, please follow the steps below:

1

Select a Place

A Place can be selected through the Place input

🚧To select a Place:

• Click on the Place input

After, a dropdown will appear with a collection of available Place options

• Search and select an appropriate Place to add

2

Add the Service Area

In this step the Place will be associated as a Service Area for the Facility

🚧To add the Place as a Service Area for the Facility:

• Click the Add button beside the Place input

After, the Add button will display Please Wait...

After, the Place will appear as a Service Area record in the Service Areas table

❌Remove

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Relationships Panel

The Relationships panel displays entities that relate to the Facility. This will also visually reveal hierarchies and relationships.

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Relationship Controls

The Relationships panel will allow changing the view mode and printing the current diagram.

👁️View Mode

View Mode

The View Mode allows changing the type of relationship algorithm

Options

Option	Description
Simple Relationship Graph
Advanced Relationship Graph
Full Relationship Graph

🖨️Print

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Relationships Graph

The Relationships Graph displays the relationships that the Facility currently has with other Facilities and other entities

Relationships Legend

The Relationships Legend references the entities that are displayed with the Relationships Graph