As a regular onsite wellbeing consultant, you will be receiving your own tablet prior to commencing your first onsite visit. Your tablet will you to allow you to enter in your stats via a Progressive Web App (PWA) on the spot and on the go, giving you more time to spend with our customers.

Our PWA is called Onsite Statistics Application (OSA). This is a progressive web app that's built using web platform technologies that provides a user experience like that of a platform-specific app.

This Guide will take you through viewing your engagements and entering in your statistics using OSA.

New Terminology

With the launch of the new platform, we have new terminology that we will use throughout this guide.

• Program

  • The overarching onsite program, eg Citipower Geelong

• Program Number

  • Each program will have a number specific to it for its duration

• Engagement

  • Refers to each visit

• Engagement ID

  • This is a number that is specific to each individual visit

Please follow the below guide to view engagements and enter in your statistics

Viewing your Engagements

Once you are logged into the Onsite Statistics Application (OSA), you will be able to view your engagements, which are your scheduled visits.

Step 1: Viewing your Engagements

The OSA will display any engagement that you have scheduled for the day at the top of the screen.

Here you will find all details relating to the visit including:

• Client organisation name

• Program Number

• Engagement ID

• Site Contact Name

• Site Contact Phone Number

• Site Contact Email

• Site Address

• Start date and Time of Engagement

• End Date and Time of Engagement

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Your screen will also display and list any engagements you have scheduled for the month.

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Step 2: Navigating Calander View 

On the right-hand side of your home screen is a personalized onsite calendar schedule that is specifically tailored to display any upcoming visits.

• Any scheduled visits will show via the calendar view and will be marked with a dot

• Click on any date with a scheduled visit to display the engagement details

• Select the left-and-right arrows located in the top right corner of the calendar to scroll to past and future months

• Select the drop-down arrow located in the top left corner of the calendar to select past and future years

• You can use these functions to view future scheduled visits

Begin Entering Stats

Mandatory fields that must be completed will be noted with a * symbol. This is to ensure that the data is accurately represented on customer utilization reporting.

Step 1: Entering stats via Quick Activity Button

1. Select Quick Activity button located in the right-hand of your active engagement

2. Select item you would like to enter in stats for

Step 2: Entering stats via engagement list

1. Select engagement via engagement list

You will be taken to the next screen which will display buttons for each stats type

2. Select item you would like to enter stats for

Entering a 1:1 Session

Once you have selected the 1:1 button you will be taken to the screen to complete your stats entry.

Step 1: Complete all 1:1 entry fields

The session date will be automatically populated to the date of your scheduled visit.

1. Client Name

2. Contact Number

3. Email

4. Reported Issue Category

5. Reported Issue*

6. Session Case Notes*

With the introduction of tablets and the OSA, entering case notes has been made easier for you with a free text box made available to input all case note details. To ensure the quality of case notes across Onsite Wellbeing Support, we have put together a template and example of what details to include in your case notes.

Please ensure to include the following within the “Session Case Notes” text box.

7. Referral Options*

Please select ‘referred to EAP’, referred to others' or ‘not referred’

8. Final checkboxes*

At the start of a 1:1 session with a new client, it’s important to ensure that the client has read/ signed a copy of CVI’s “Client Information & Privacy Consent Form” which includes:

• Informed consent: Explaining confidentiality, impartiality, non-advocacy and privacy information

• Introduction Check List: Includes explaining the parameters of the 1:1 service as being short-term solution-focused support

In your case notes, please tick each of these 3 sections:

9. Duration*

Enter the amount of time spent with the client

Step 2: Save stats entry

Once you have completed all required fields, select the Save button in the bottom right-hand corner of the screen.

You can select the Back button at the bottom left-hand corner of the screen to go back to your engagement.

Entering a Walk the Floor Session

Once you have selected the Walk the Floor button you will be taken to the screen to complete your stats entry.

Step 1: Complete all Walk the Floor entry fields

1. Reported Issue Category*

2. Issue Category*

3. Number of People*

4. Duration*

Step 2: Save the stats entry

Once you have completed all required field select the Save button in the bottom right-hand corner of the screen.

You can select the Back button at the bottom left-hand corner of the screen to go back to your engagement.

Entering a Toolbox Talk Session

Once you have selected the Toolbox Talk button you will be taken to the screen to complete your stats entry.

Step 1: Complete all Toolbox Talk entry fields

1. Type

This will be automatically populated

2. Topic*

3. Number of Attendees*

4. Notes and Recommendations

5. Duration*

Step 2: Save stats entry

Once you have completed all required field select the Save button in the bottom right-hand corner of the screen.

You can select the Back button at the bottom left-hand corner of the screen to go back to your engagement.

Entering a Facilitated Discussion Session

Once you have selected the Facilitated Discussion button you will be taken to the screen to complete your stats entry.

Step 1: Complete all Facilitated Discussion entry fields

1. Type*

This will be automatically populated

2. Topic*

3. Number of Attendees

4. Notes and Recommendations

5. Duration*

Step 2: Save stats entry

Once you have completed all required field select the Save button in the bottom right-hand corner of the screen.

You can select the Back button at the bottom left-hand corner of the screen to go back to your engagement.

Entering a Post - Incident Group Support Session

Once you have selected the Post-Incident Support Group button you will be taken to the screen to complete your stats entry

Step 1: Complete all Facilitated Discussion entry fields

1. Type*

This will be automatically populated

2. Topic*

3. Number of Attendees

4. Notes and Recommendations

5. Duration*

Step 2: Save stats entry

Once you have completed all required field select the Save button in the bottom right-hand corner of the screen.

You can select the Back button at the bottom left-hand corner of the screen to go back to your engagement.

Review your stats and Complete engagement

Step 1: Review your statistics

Now that you have completed and saved your stats for the day, they will appear in the Activities section of the engagement screen.

Please take the time to review all entries and select the Complete button in the top right corner.

Step 2: Complete Engagement and Mood Rating

1. Select complete in the top right corner

2. Complete mood rating

The mood rating identifies the general mood of the overall visit. We can use this to measure the change in mood of an onsite program over time to further support the success of a program or even the need to extend or improve.

3. Select Confirm

You have now completed your engagement for the day. This will no longer be displayed on your calendar and engagement schedule and your stats are now ready for reporting.

Viewing your Case notes via Phoenix

The ability to view previous case notes will be coming in future system updates. If you need to access historical case notes, please request access through your Onsite Clinical Team Leader.

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