Mesmasters

• Mesmasters session - Improve

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Step-by-Step Set-up Guides for Administrators

• Step by Step - How to set-up Improve - For Administrators

  . Step 1 - Change terminology Consider the terminology you use, for example, module titles. Read the other preferences section in this article Understanding the preferences page to amend your module name. Step 2 - Disable roles In Improve yoFew readers

Getting started with your improvement plans

• Understanding the Improve dashboard

  The Dashboard is unique to each user, unless you have admin rights, the dashboard will only show data for the areas you have been invited into. (Admin dashboard by default shows all areas) A - Click onto the Improve dashboard ( The title of Improve may have been changed by your admin) B - This will show the status of the actions in the area C - This will show the actual impact for the actions D - This will show actions that are due in the next 30 days for the areas you have been invited into EFew readers

• Getting started with your Improve features - For Owners

  In this article you will learn about all the features available to you as an Owner. Working through each of the steps with help you understand how to get set-up and provide a useful overview of owner features. Improve - your Action plan product Step 1 Import your template(s) Mesma has a bank of templates that can be imported from its template bank. When you go to import you will see the templates that relate to your subscription. Follow the steps in this guide to learn how toFew readers

• Improvement plan template explained

  Your improvement plans enable you to collaborate with colleagues to make necessary improvements in your organisation, department or programme identified from your quality reviews. The number of plans is linked to your subscription so if you run out just ask your administrator to send us an upgrade request via their administration control panel. This screenshot explains the main features in each improvement plan template. A - Your template is organised into column headings for your main objeSome readers

• Changing the owner of your plans

  There are a number of reasons you may wish to change the ownership of an area to another user. For instance when an owner changes roles or leaves the organisation. For Admin you can change ownership via the Estate page Owners have the permission to reallocate this responsibility to another participant in their assessment or plans. Step 1 From the Evaluate or Improve homepages, click on the assessment or plan you want to change ownership for. (https://storage.crisp.chat/users/helpFew readers

• Adding tasks to your improvement plan activities

  Here is how you add tasks to your improvement plan activities To Create a Task A - Create new task B - Edit your task C- Add your progress notes in the comment box (your download will show the most recent note) D - Add your status (not met partly met etc) E - Assign toFew readers

• Deleting your improvement plans

  Deleting your plan You can only delete plans if there is no data present. Step 1 Click into the plan you want to delete Step 2 Click on manage improvement plan Step 3 Click on delete improvement plan. You will be asked to confirm or cancel. Step 4 You will be asked if you areFew readers

• Archiving your improvement plans

  Archiving your plan If you are the owner of the plan you can archive via the Plan landing page If you are an admin you can archive plans via the Estate page Or you can archive within the plan itself Step 1 Click into the plan you want to Archive Step 2 Click on manage improvement plan (httFew readers

• Q - How do I reorder my objectives in my Action plan

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• Import an improvement plan

  Now you have been given access as an Owner to the improvement plan product you can start to create your area(s). Importing a plan Step 1. Navigate to your Improve product and click on import/create. Step 2. A pop-up page will appear. You will see a selection of templates you have permission for. You can preview these before importing. Step 3. Click import, you will then have the option to allocate the template to a partner organisation and also select groupFew readers

• Understanding the improvement plan homepage

  You will soon become familiar with mesma icons and the features on your improvement plan homepage. Here is an explanation of all the features you can access via this page. A - To navigate to your improvement plan homepage, click on Improve - Please note, your administrator is able to customise this heading so it may have a different name B - When you first login as an owner your plan homepage may be blank. Click on the import/create icon to import an Improvement plan template. C - Export your pFew readers

• Inviting users to participate in your improvement plan activity

  Now that you have set up your plan , you may wish to invite people who will support in monitoring and completing your improvement plan activity. It is advisable that you read through the description for each permission role and decide what role each person will have. Mesma roles explained. Click into Invite users If your user has already been added by yFew readers

• Export improvement plan data

  From the landing page you can bulk export a basic word or excel download of all the plans that you have been invited into. Your pop up will show a list of fields that you can choose to show in the download, click on the fields you wish to view. You can download individual assessment data from withFew readers

• Duplicating your improvement plans

  Duplicating your plan Once you have developed the structure of a single template it is easy to duplicate this. This is useful if you have multiple plans to complete for example, multiple departments or programme types. Step 1 Click into the plan you want to duplicate Step 2 Click on manage improvement plan (https://storage.crisp.chat/users/helpdesk/website/2ab0e57e2f41d600/imageg0Few readers

• How to add groups to your improvement plans

  Adding a Group When importing your plan template, you will be asked if you want to assign a group to your plan. (Groups can be created by your administrator for use within the modules; please contact your administrator if you require a new group to be added) To add a group to an existing plan. A. Click on the tab manager area groups B. Click to add the whole group C. click to a a subgrFew readers

• Copy/move and link improvement plan data

  Copy/move and link improvement plan data Copy This feature allows you to copy the question text to another plan once achieved the text can be edited to suit the timescales priorities and accountability in the area it has been copied to. You might do this if you are wanting to share your text with a colleague who is working on another plan. Move This feature allows you to move the activity to another plan. Once achieved the text can be edited to suit the timescales priorities and accounFew readers