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Sydney Edlund

Sydney Edlund

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Remove all [bracketed] and/or red text before publishing! And also the purple note panels!

[Bracketed] text should be replaced with actual content.

Red text is instructional.

Header Case

  • Title of page and response option headers should be sentence case (to match how they display in the online system).

    • Other headers in page that aren’t response options should be title case (Description, On-Screen Instructions, etc.).
    Page Properties
    hiddentrue

    Initial Build

    Status
    colourYellow
    titlenot startedin progress

    Sydney Edlund

    Staff Review

    Approval Status

    Labels

    • Use form_field and any relevant segment labels (asc, hospital, nursingfacility, pharmacy)

    • Use the relevant section label (e.g., surgical_event, event_information)

      • Note: event-specific fields should be tagged with the associated event type (e.g., surgical_event, fall_event) and NOT with overarching header “event_information”)

    • Use required if the field is required to submit for all reports.

      • For example, “it is required if it appears” should not be labeled “required.”

    • Use essential if the field is a top priority for transferring the data dictionary.

      • Note: if the field is required, it will already be considered “essential” and doesn’t need a second label.

      • All “essential” labels will need to be removed before the data dictionary goes live.

    Description

    [Brief description of what this field is collecting]

    On-Screen Instructions

    [Prompt text as it appears in the user interface.]

    Prompt Text

    If none or if field does not appear on-screen, put “n/a.” Use “include page” macro where possible (see examples below).

    Include PageSelect only one excerptSelect only one excerpt Include Page

    Description

    Determination of which contributing factor(s) related to devices, equipment, or supplies are known.

    On-Screen Instructions

    Include Page
    Check all that apply excerpt
    Check all that apply excerpt

    Field Type

    [Type of field, but really type of interaction user will have: clicking a checkbox or radio button, choosing from a dropdown, filling in a date number, or text field, etc.]

    Field Type

    Use standard language below and delete the others. Use include page macro where possible (see examples, below).

    Checkbox (multiselect)

    Date (mm/dd/yyyy)

    Number (minimum value: x; maximum value: x) [Delete min &/or max values if irrelevant]

    Text (maximum length: x) [Delete maximum length if irrelevant]

    Time (hh:mm)

    Include Page
    Checkbox excerpt
    Checkbox excerpt
    Include Page
    Dropdown excerptDropdown excerpt
    Include Page
    Radio button excerptRadio button excerpt

    Anchor
    Top
    Top
    Responses

    OPTION ONE: Answer options with content (definition and/or inclusions, exclusions)

    Add an anchor in front of the H1 “Responses” heading and name the anchor “Top.”

    Include a table of contents, which should be limited to the answer option headers and displayed as a list.

    Add a dividing line macro below the table of contents.

    Table of Contents
    minLevel1
    maxLevel7
    excludeDescription|On-Screen Instructions|Field Type|Responses|Response Codes|OPSC Staff Notes|History|Guide for Use|Additional Support

    Anchor

    option1option1Answer option 1

    Answer Option Anchors and Headings

    Each answer option gets an anchor and an H2 heading in sentence case. Note[If there is a very important piece of information about this answer option - like that it is always considered a serious event - display that between the answer option header and definition using a warning panel macro. It can also include an “include excerpt” macro, like this one with standard text for inherently serious events.] Insert excerptSerious event excerptSerious event excerptnopaneltrue[Definition goes here.]

    Definition

    Copy/paste the “description” text from the data dictionary.

    Includes

    Excludes

    Inclusions and Exclusions

    Add a page layout of two equal columns below the definition. Inclusions go in the left column, exclusions in the right.

    Event-Type Specific Questions

    Filter by label (Content by label)
    showLabelsfalse
    sorttitle
    showSpacefalse
    cqllabel = "anesthesia" and label = "form_field" and space = currentSpace ( )

    Additional Support

    Filter by label (Content by label)
    showLabelsfalse
    sorttitle
    showSpacefalse
    cqllabel = "device_event" and label = "faq" and space = currentSpace ( )

    Event-Type Specific Questions

    If the answer option triggers additional question, add a content by label macro to display all pages that share the form_field label plus the relevant answer option label, possibly plus the relevant segment label, depending on the situation. The macro goes in a single cell table with a light gray fill. The title above the macro should just be table text, bold (no header level), that reads: Event-Type Specific Questions.

    Additional Support

    If the answer option is associated with an “faq” item, add a second row to the table and paste in a content by label macro to display all pages that share the faq label plus the relevant answer option label, possibly plus the relevant segment label, depending on the situation. Macro should have title “Additional Support” in the table cell, above it, as with the “Event specific questions” macro.

    Return to top

    Return to Top Links

    Below the page layout or Content by Label macro(s) (if relevant), include a link to the “top”anchor to take the user back to the responsestable of content.

    Dividing Line

    Add a dividing line after the “return to top” link and before the next answer option, or the next section (probably “Guide for Use”).

    OPTION TWO: Answer options without content

    Just list the available answer options without the answerID and answerCode.

    • [Answer option 1]

    • [Answer option 2]

    • [Answer option 3]

    Guide for Use

    [If there is a adequate information about each answer option, this section may not be necessary. But if there is guidance that isn’t about the specific responses, then this is where you would put it, including instructions for how to use this field. If there is no guidance, you can use the “No additional guidance” excerpt: ]

    Include PageNo additional guidance excerptNo additional guidance excerpt

    In Option 2, this is where one would put an “Additional Support” or “Event-type Specific Questions” Content by Label macro in a single-cell table with light gray fill.

    If the page should include “additional support” content that is is only relevant to this one question, move the content into the guide for use. If there are multiple pages for the question because of differences between segments, leave the content in a separate page and use the “include page” macro to include it (so we only have to edit in one place but it will still appear in multiple places).

    Additional Support

    Filter by label (Content by label)showLabelsfalsesorttitleshowSpacefalsecqllabel = "device_event" and label = "faq" and space = currentSpace ( )

    availability
    availability
    Availability

    The availability, or lack thereof, of a device, equipment, or supply contributed to the event.

    Includes

    • Device, equipment or supply not adequately stocked

    • Device, equipment or supply not available when needed

    • Device, equipment or supply not accessible when needed

    • Device, equipment or supply correct size not available

    • Device, equipment or supply available when it should not have been

    Excludes

    Return to top

    Anchor
    design
    design
    Design

    The design of a device, equipment, or supply, regardless of how it functions, contributed to the event.

    Includes

    • Device or equipment display or controls not well-designed, difficult to read, or difficult to program

    • Device, equipment or supply awkward to use correctly

    • Device, equipment, or supply did not have built in safety features

    Excludes

    Return to top

    Anchor
    function
    function
    Function (e.g., defective, non-working)

    The function of a device, equipment, or supply, regardless of how it is designed, contributed to the event.

    Includes

    • Defective or non-working device, equipment, or supply (including defective or dysfunctional alerts); device display or controls not functioning;

    • A, H, N Only: Broken or defective device, equipment, or supply that was awaiting repair contributed to the event

    Excludes

    • Device, equipment, or supply that functioned as intended, but whose design contributed to the event (select “Design”)

    Return to top

    Anchor
    maintenance
    maintenance
    Maintenance

    Routine maintenance, or lack thereof, of a device, equipment, or supply contributed to the event.

    Includes

    • Device, equipment, or supply did not meet code, specifications, or regulations

    • Inadequate maintenance log

    • Inadequate or delayed maintenance

    • Inadequate cleaning or sterilization

    Excludes

    • Broken or defective device, equipment, or supply that was awaiting repair contributed to the event (select “Function”)

    Return to top

    Anchor
    shortage
    shortage
    Shortage

    Manufacturer shortage of a device, equipment, or supply contributed to the event.

    Includes

    • Device, equipment, or supply not readily available due to a manufacturer shortage

    • Medication supply shortages

    Excludes

    • Failure to properly stock supplies (select “Availability”)

    Return to top

    Anchor
    healthcareUse
    healthcareUse
    Use or selection by healthcare provider or staff

    The incorrect use or inappropriate selection of a device, equipment, or supply by a healthcare provider or staff member contributed to the event.

    Includes

    • Provider or staff member did not use the device, equipment, or supply correctly

    • Provider or staff member did not select the correct device, equipment, or supply for the task at hand

    Excludes

    • Device, equipment, or supply did not function properly (select “Function”)

    • Design of the device, equipment, or supply prohibited the provider or staff from using the device correctly (select “Design”)

    • A, H only: Device, equipment, or supply was used incorrectly by a patient (select “Use by patient”)

    • A, H only: Wrong device, equipment, or supply was selected for use by a patient (select “Use by patient”)

    • N only: Device, equipment, or supply was used incorrectly by a patient or resident (select “Use by patient/resident”)

    • N only: Wrong device, equipment, or supply was selected for use by a patient or resident (select “Use by patient/resident”)

    Return to top

    Anchor
    pharmacyUse
    pharmacyUse
    Use or selection by pharmacist or staff

    The use of a device, equipment, or supply for other than its intended purpose or the incorrect use of a device contributed to the event.

    Includes

    Excludes

    • Instances where the device did not function properly (select “Function”)

    • Instances where the design of the device prohibited the user from using the device correctly (select “Design”)

    Return to top

    Anchor
    patientUse
    patientUse
    Use by patient

    The selection of a device, equipment, or supply for use by a patient was incorrect or the patient used the device incorrectly.

    Includes

    • Device, equipment, or supply was used incorrectly by a patient

    • Wrong device, equipment, or supply was selected for use by a patient

    Excludes

    Return to top

    Anchor
    residentUse
    residentUse
    Use by patient or resident

    The selection of a device, equipment, or supply for use by a patient/resident was incorrect or the patient/resident used the device incorrectly.

    Includes

    • Device, equipment, or supply was used incorrectly by a patient/resident

    • Wrong device, equipment, or supply was selected for use by a patient/resident

    Excludes

    Return to top

    Anchor
    other
    other
    Other (please describe)

    Any other factor related to the device, equipment, or supply, not included in the list above, contributed to the event.

    Includes

    • Recalls

    Excludes

    Return to top

    Guide for Use

    Function includes devices or supplies that are defective, non-working, or do not meet code.

    History

    Start Date

    Spring 2012

    End Date

    n/a

    Change History

    n/a [Month yyyy: brief description of change]

    [Spring 2012: PSRP implementation]January 2016: Changed “Function” and “Function (including device failure)” to “Function (e.g., defective, non-working)”; added “Shortage”, “Use or selection by healthcare provider or staff”; “Use error changed to “Use or selection by pharmacist or staff”