How to locate Optional Handy Protocols and Activate these

How to locate Optional Handy Protocols and Activate these

Alert
This applies to all users that have PCIT resources shared through a Resource Publisher (RP) data-sharing agreement
PCIT publish all of our standard protocols and templates as Active in your surgery. We also publish our suite of Optional Handy Protocols, however these are "inactive" in your surgery so they will not pop-up until activated. This article will explain how to find these and activate them 

Locate Handy Protocols in EMIS Web

You can see which resources have been published activate these from your end following this guide:
  1. Firstly, after logging into your EMIS site navigate to the Resource Publisher module. You can do this by clicking the EMIS bubble, hovering over Configuration and clicking Resource Publisher. Alternatively if you have the Resource Publisher button at the top of your screen   you can click this.
    1. This will bring up the following view:

    2. If you are in a sharing agreement through Resource Publisher within your Shared Folders (will appear at the bottom)  you will see the "Primary Care IT Limited" (Highlighted blue below). This is where our published resources will appear. 

  2. Selecting this folder you see 2 subfolders (If you have an Essentials package you will only see (3a) Published Global Resources) 
  3. Within 3a you will see all of our standard PrimaryCare IT Toolset (+OneResults, OneMonitoring and CQC Resources if Enhanced or Premium)  
  4. To locate the PCIT Optional Handy Protocols you need to go: (3a) Published Global Resources > Handy Protocols > Optional

Activate Optional Handy Protocols

Warning
As with all alerts, your practice will need to consider the volume of pop-ups currently in operation: there is a real risk of "alert fatigue" if you have too many. This will differ from practice to practice
Within the Optional Handy Protocol folder a list of protocols will be shown, most of which are likely to be in an Inactive state (greyed Out) 

Any which have already been activated will be marked as Active in black text in the Status column.

  1. Click the Inactive protocol of choice so it is highlighted blue
  2. Click the green Activate tick at the top of your screen
  3. EMIS may briefly hang, but once recovered the protocol is now Active.
Notes
The Handy Protocol will not immediately start to work for other users in your surgery - it will appear the next time they refresh EMIS Web, which is done when they completely log out and back in, or manually refresh Resource Publisher.

Deactivate Optional Handy Protocols

This is a very similar process to activating a protocol.
  1. Click the Active protocol so it is highlighted blue
  2. Click the red Deactivate cross at the top of your screen

  3. EMIS may briefly hang, but once recovered the protocol will be Inactive 
Notes
The Handy Protocol will continue to work or trigger for other users in your surgery until the next time they refresh EMIS Web, which is done when they completely log out and back in, or manually refresh Resource Publisher.

Change management considerations

  1. As with all alerts the practice will need to consider the volume of pop ups currently in operation: there is a real risk of "alert fatigue" if you have too many. This will differ from practice to practice. 
  2. Manually launched protocols may be useful to a select few users. When deactivating protocols, ensure that all staff are aware of the plan in case they find they are no longer able to use it when they next press F12.