RAISE
M Y RAISE
USER GUIDE



Children & Young People’s Social Care
WORK MANAGEMENT
ALERT ME
USER PREFERENCES
Version 7.1
19/08/2014
My RAISE
CONTENTS
WORK MANAGEMENT ......................................................................................................................................................................................... 1
VIEW TASKS ............................................................................................................................................................................................................. 2
WORK MANAGEMENT VIEWS ................................................................................................................................................................................... 4
Current View ....................................................................................................................................................................................................... 4
Viewing other SW Tasks – TM / SP only ............................................................................................................................................................. 4
DOCUMENTS............................................................................................................................................................................................................. 5
Pending ................................................................................................................................................................................................................ 5
Warning ............................................................................................................................................................................................................... 5
Overdue ............................................................................................................................................................................................................... 5
Completed ............................................................................................................................................................................................................ 5
ALERT ME ................................................................................................................................................................................................................ 6
SEND ALERTS TO ...................................................................................................................................................................................................... 6
CHANGE TYPE .......................................................................................................................................................................................................... 6
ALERT FOR ............................................................................................................................................................................................................... 7
Turn Alerts off ...................................................................................................................................................................................................... 7
VIEWING ALERTS IN THE WORK MANAGEMENT SCREEN ......................................................................................................................................... 8
User Alerts ........................................................................................................................................................................................................... 8
USER PREFERENCES ............................................................................................................................................................................................ 9
CHANGING THE START UP FORM.............................................................................................................................................................................. 9
SETTING UP THE SCROLLING BANNER .................................................................................................................................................................... 10
Children & Young People’s Social Care
Version 7.1
19/08/2014
My RAISE
OBJECTIVES
By the end of this session you will be able to:
 View the Work Management screen
 View tasks for documents showing a status of:
 Pending
 Overdue
 Warning
 Completed
 Set and view Alerts
 Change User Preferences
W ORK M ANAGEMENT
This module is used to track your tasks and will show all outstanding tasks for Documents, Case Notes that have been inserted
with a ‘planned’ date and other auto-generated alerts, eg RCPC Review is now due. Workflow configuration allows an entry to be
placed in the Work Management screen when first created, eg RAISE documents: CIN - Core Assessment, CLA – Plan, etc.
As well as workflow items, User Alerts can also be configured which will alert you to any changes / additions made to your
allocated clients. These alerts need to be set up by you within the Alert me section.
Each entry will be given a status – see next page.
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Each task is given a status:
The Work
Management
screen is
particularly useful
for users who have
allocated clients
and team
managers.
Pending
The task is started
Warning
The task has a planned date or duration which expires 2 days from today
Overdue
The task has passed its planned date or duration
Completed
The task has been completed – i.e. a document has a completion date or a planned meeting
has an Actual Date
VIEW TASKS
 From the Module Bar
Select My RAISE
Select Work Management
When accessed the screen displays a list of tasks, together with a status, for the logged on user.
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Change Task Type
to view:
User Alerts
or
Workflow tasks
Select to view only:
read tasks
unread tasks
or
all tasks
Select to change
your current
view – see next
page
Click & Drag a
column header
to group by that
column
Select a column
header to sort
the list
Double-click the
record to go to the
module where the
document is held
From there you can
open the document
to edit or authorise
Export to Excel to
print out the list of
tasks
Refreshes the screen
and shows ALL
allocated clients
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WORK MANAGEMENT VIEWS
CURRENT VIEW
When the work management screen is first accessed, the list displays an active list of all tasks for the logged on user. The Current
View area can be used to change the view, by selecting the appropriate task from the pick-list.
Detailed List
Active List
Next Seven Days
Overdue Task
Completed Task
VIEWING
O TH E R
shows all tasks to date
shows only active tasks
only shows those tasks to be completed / pending within the next 7 days
shows all overdue tasks that should have been completed
shows all completed tasks to date
SW T ASK S – TM / SP
ONLY
This is particularly useful when authorising team member’s documents.
Simply select the name of the member of staff from the dropdown list to view
their tasks in the Work Management screen.
.
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DOCUMENTS
All documents – Assessments, Care Plans, Child Protection documents etc., can be given timescales for completion. For example,
a document may be set up with duration of 35 days – i.e. it must be completed 35 working days after it is started.
P E N DI N G
MIS - for details of
adding duration,
please refer to
Document
Management in the
System
Administration
manual.
Once the document is created, it becomes an active task in the Work Management screen for the worker, with a status of Pending.
The Start date is set to the Start Date of the document and a Due Date is calculated based on 35 working days from the start date.
This projected end date is also displayed in the Work Management Task list.
W A RN I N G
The Work Management module then tracks the progress of the document, changing the status as required. Two days before the
document is due to be completed, the status is changed to Warning.
O VE R DU E
If the document is not closed by the projected due date, the status changes to Overdue.
COMPLETED
If the document is completed by the planned date then the status shows as Completed.
If a document has not been set up with a duration, it is added to the Work Management task list with a Status of Pending, but has
no Due Date. The Status does not change until the document is Closed / Authorised, when the Status changes to Completed.
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A LERT
ME
Use this section to configure what changes or additions on RAISE to your clients you would like to be alerted about, eg why not set
up an alert to notify you when documents are attached to one of your clients by admin. You will only be notified of changes to your
own clients as long as you have set this up in the Alert Me module.
 From the Module Bar
Select My RAISE
Select Alert Me
SEND ALERTS TO
This will determine to where your alerts are sent. It is highly recommended that you select the My Task List check box, as this will
enable you to view your alerts in the Work Management screen.
CHANGE TYPE
This will determine what type of changes you wish to be notified about. It is highly recommended that you select the All Changes
radio button.
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ALERT FOR
This will determine what you want to be alerted about, eg attached documents.
Expands or
Collapses
modules
Select a check
box to trigger
an alert
Select to Save
Scroll to view
all modules
Don’t forget to select the OK button to save your choices.
T U RN A L ER TS
OFF
In the Alert For section
Untick the relevant check boxes
Click on OK
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VIEWING ALERTS IN THE WORK MANAGEMENT SCREEN
When another user has inserted / updated information on any of your clients, providing the correct alert has been set up by you, the
notification will appear in the Work Management screen with a status of Completed.
U S E R A L E R TS
Use this view to display all User Alerts for your clients – ensure that the current view is set to Completed Tasks or Detailed List.
List of alerts giving document &
client name
Scroll to view the
name of the person
who changed an
item on your client
The Alert status is
always set to
completed
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U SER P REFERENCES
The User Preferences module of RAISE allows you to carry out administrative tasks, such as

changing the start up screen so that RAISE opens up each time in a specific module, eg Referrals

setting up the scrolling banner to display particular information on a selected client in the banner in Personal Details,
Referrals, Assessments, Case Notes and Substance Misuse modules.
CHANGING THE START UP FORM
 From the Module Bar
Select My RAISE
Select User Preferences
From the drop-down list
select Childrens Services
and then the module you
wish to view each time you
log into RAISE
Do this the first
time you log into
RAISE
This determines the format in
which Case Notes and Reports
are printed out.
Select to save the
changes
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SETTING UP THE SCROLLING BANNER
1. From User Preferences screen
Select the Banner Enabled check box
You can disable /
update the banner
at any time
2. Select the data you
wish to display in the
scrolling banner
3. Select /enter the
banner settings and
font colours
1 = slow, 10 = fast
4.
Children & Young People’s Social Care
Select the Update button to save the changes
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