Difference between revisions of "Steps for Setting Up a System"

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<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Installation Time Estimates</h3>
<table>
<tr><td valign="top">[[File:SettingsIcon.png|left|Steps for Setting Up a System]]</td>
<td>
===Installation Time Estimates===
'''Keep in Mind:'''
'''Keep in Mind:'''
* Expect a great deal of variation from one client to the next
* Expect a great deal of variation from one client to the next
* Time estimates assume an ideal, problem-free installation with a well prepared and educated Service Provider, who has done his/her homework<br /><br />
* Time estimates assume an ideal, problem-free installation and a well prepared and educated installer, who has done his/her homework</td></tr>
</table>
'''Time Estimates:'''
'''Time Estimates:'''
* Assessment: 1 to 2 hours - Includes: interviewing family, determining potential rules, surveying the home/loved one, family orientation (how to check, add pictures, etc.)
* Assessment: 1 to 2 hours - Includes: interviewing family, determining potential rules, surveying the home/loved one, family orientation (how to check, add pictures, etc.)
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* There are almost always some unique factors involved, so allot a few extra "just in case" hours<br /><br />
* There are almost always some unique factors involved, so allot a few extra "just in case" hours<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Installation Overview</h3>
===Installation Overview===
* Set up installation date & primary caregiver training session
* Set up installation date & primary caregiver training session
* Set up a time to talk with primary caregiver about system capabilities and help set-up rules, add pictures, etc.
* Set up a time to talk with primary caregiver about system capabilities and help set-up rules, add pictures, etc.
* Collect information for the setup
* Bring up system in office
* Bring up system in office
** [[Calibrate_Touchscreen|Calibrate the screen]]
** Allow time for any updates to apply. (New systems may not have any updates. Systems that you have held in inventory for a period of time may have more.)
** [[Technical_Help#Antenna_Setup|Install the antennas]]
** Install the antennas
** [[Technical_Help#ADL_Device_Setup|Pre-set all sensors]] – make sure they're all reporting in
** Pre-set and test all sensors
** Add any initial rules - try to add as few as possible for 2 weeks – learn what's normal before setting most of the rules  
** Add any initial rules (Try to add as few as possible for 2 weeks – learn what's normal before setting most of the rules)
** Add initial communications - important to load some pictures from caregivers before installation to make the system more appealing to the resident
** Add initial communications (Important to load some pictures from caregivers before installation to make the system more appealing to the resident)
** [[Adding Users, Caregivers and Known Callers|Add Users]] (not more than 48 hours before, given time-sensitivity of activation links)
** Add Users
** [[Loved Ones|Add Loved One(s)]] and [[Caregivers|Caregivers]]
** Add Resident, Caregivers, and Known Callers
* Install in the residence
* Install in the residence
** Give an emergency support number to your primary caregivers
** Give an emergency support number to your primary caregivers
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** Revise rules as needed<br /><br />
** Revise rules as needed<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Installation Steps</h3>
===Installation Steps===
* Your distributor makes the System available to you in GCManage
'''Pre-installation:'''
* Locate the System ID Number on the computer
* Resident/Care Receiver: Get name, address, phone, age, gender
* [[Logging In|Login to GCManage]]
* Family Caregivers: Get names, relationships, emails,phone numbers (home, work, cell)
* Edit the System settings (e.g. Time Zone, Community Features) then Push the updated settings
* Collect information for the setup: [[Media:InstallationInformationCollection.pdf]]<br /><br />
* Add the Account
 
* [[Adding Users, Caregivers and Known Callers|Add Users]], and Assign them to the Account
'''On the Installer's PC:'''
* [[Logging In|Login to the Online Care Portal]] and access the System (The System ID is on a sticker on the back of the unit)
* Edit or verify the resident's [[Date and Time Settings|Time Zone]], and other date and time settings
* Edit or verify the resident's [[Weather#Setting_the_Weather_City|Weather City]]
* Edit Community Features
* Push the updated settings to the System
* Create an Account for the Resident
* Assign the System to the Account
* Assign the System to the Account
* [[Users - Getting Started|Add Users]], and Assign them to the Account
* Assign a Primary User to the Account<br /><br />
'''On the Touchscreen System:'''
* Turn on the system
* [[Calibrate_Touchscreen|Calibrate the screen]]
* Put the system on your [[Network Setup|office network]]  
* Put the system on your [[Network Setup|office network]]  
* [[Flash Setup|Install Flash]]
* Attach and Configure Applicable Antennas
* [[Skype Setup|Configure Skype]]
** [[Bluetooth Antenna|Bluetooth]]
* [[Loved Ones|Add the Loved One(s)/Residents]]
** [[Inovonics Antenna Configuration|Inovonics]]
* [[Caregivers|Add the Caregivers]] (add as many as possible before installing in the residence, and the rest on site)
** [[Z-Stick Configuration|Z-Wave Z-Stick]]
* [[Known Callers|Add Known Callers]] (add as many as possible before installing in the residence, and the rest on site)
** [[Z-Troller Configuration|Z-Wave Z-Troller]]<br /><br />
* Antenna Setup (if used)
 
** [[Bluetooth Antenna Configuration|Bluetooth]]
'''On the Installer's PC:'''
** Inovonics
* [[Logging In|Login to the Online Care Portal]]
** X10
* Add the Resident
** [[Z-Stick Installation|Z-Wave Z-Stick]]
* [[Caregivers|Add all known Caregivers]] (additional caregivers may be added during the installation at the residence)
** [[Z-Troller Installation|Z-Wave Z-Troller]]
* [[Phone People|Add Known Callers]] (especially Skype addresses)<br /><br />
* ADL Sensor Setup (if used)
 
** [[Z-Wave Devices|Z-Wave Device Setup]]
'''On the Installer's PC and the Touchscreen System:'''
** Motion Sensor Setup
* Activity Device Setup (Motion Sensors, Door Sensors, Bed Sensors, Caller ID Modems, Action Buttons)
** [[Door Sensor Installation|Door Sensor Setup Tips]]
** [[Add Z-Wave Devices|Z-Wave Device Setup]]
** Bed / Chair Sensor Setup
** Inovonics Device Setup
** Alert Button Setup
** Sensor Setup Tips:
** Temperature Sensor Setup
*** [[Door Sensor Installation|Door Sensor Setup Tips]]<br /><br />
** Lamp Module Setup
 
** Caller ID Modem Setup
* Medical Device Setup
** Medication Dispenser Setup
** [[Blood Pressure Monitor|Blood Pressure Monitor Setup]]
* Medical Device Setup (if used)
** [[Glucometer|Glucometer Setup]]
** [[Add a Blood Pressure Monitor|Blood Pressure Monitor Setup]]
** [[Pulse Oximeter|Pulse Oximeter Setup]]
** [[Add a Glucometer|Glucometer Setup]]
** [[Weight Scale|Weight Scale Setup]]
** [[Add a Pulse Oximeter|Pulse Oximeter Setup]]
** [[Ear Thermometer|Ear Thermometer Setup]]<br /><br />
** [[Add a Weight Scale|Weight Scale Setup]]
 
* Set Rules (if used - set up ahead or at residence)
* Set Rules (may also be added at the residence)
** [[Motion Sensors|Motion Sensors]]
** [[Motion Sensors|Motion Sensors]], [[Door Sensors|Door / Window Sensors]], [[Bed and Chair Sensors|Bed / Chair Sensors]]
** [[Door Sensors|Door / Window Sensors]]
** [[Bed and Chair Sensors|Bed / Chair Sensors]]
** [[Action Buttons|Action Buttons]]
** [[Action Buttons|Action Buttons]]
** [[Temperature|Temperature Sensors]]
** [[Temperature|Temperature Sensors]]
** [[Safe Path Lighting|Lamp Modules]]
** [[Safe Path Lighting|Lamp Modules]]
** [[Caller ID|Caller ID Modem]]
** [[Caller ID|Caller ID Modem]]
** [[Medication Dispensers|Medication Dispensers]]
 
* Medication Management Setup (set up ahead or at residence)
* Medication Management Setup (may also be added at the residence)
** [[Medications|Add Medications]]
** [[Medications|Add Medications]]
** [[Medication Schedules|Add Medication Schedule]]
** [[Medication Schedules|Add Medication Schedule]]
** [[Medication Reminders|Set Reminders]]
** [[Medication Reminders|Set Reminders]]<br /><br />
* [[Adding Pictures|Add Pictures]] (set up ahead or at residence)
 
* [[Network Setup|Set Up Network]] (at the client's residence)
* [[System Settings|Finalize System Settings]]<br /><br />
* Train resident and family
 
* [[Touchscreen Main Menu|Customize touchscreen Main Menu]]
* Customize HomeBase Touchscreen (may also be edited at the residence)
* [[Digital Slide Show|Customize Digital Slideshow]]
* [[Adding Photos|Add Pictures]]
* [[System Settings|Finalize System Settings]]
* [[Touchscreen Main Menu|Customize Touchscreen Main Menu]]
* [[Digital Slide Show|Customize Digital Slideshow]]<br /><br />
 
'''At the Residence:'''
* [[Network Setup|Set Up Network]]
* Set up System
** Antennas
** Add batteries
** Place sensors
* Finish data entry (e.g. Caregivers, Known Callers, Medications, Pictures, etc.)
* Train Resident and Family<br /><br />

Latest revision as of 16:51, 18 September 2017

Steps for Setting Up a System

Installation Time Estimates

Keep in Mind:

  • Expect a great deal of variation from one client to the next
  • Time estimates assume an ideal, problem-free installation and a well prepared and educated installer, who has done his/her homework

Time Estimates:

  • Assessment: 1 to 2 hours - Includes: interviewing family, determining potential rules, surveying the home/loved one, family orientation (how to check, add pictures, etc.)
  • Pre-install: 1 to 2 hours - Includes GC Manage set up (account, users, caregivers), setting up sensors & initial rules
  • Installation: 1 to 2 hours - Includes: Placing the system in the home along with sensors

Rule of Thumb: - Plus a few hours

  • These are estimates assume no tech difficulty or extra assistance/help for family and caregiver
  • There are almost always some unique factors involved, so allot a few extra "just in case" hours

Installation Overview

  • Set up installation date & primary caregiver training session
  • Set up a time to talk with primary caregiver about system capabilities and help set-up rules, add pictures, etc.
  • Collect information for the setup
  • Bring up system in office
    • Allow time for any updates to apply. (New systems may not have any updates. Systems that you have held in inventory for a period of time may have more.)
    • Install the antennas
    • Pre-set and test all sensors
    • Add any initial rules (Try to add as few as possible for 2 weeks – learn what's normal before setting most of the rules)
    • Add initial communications (Important to load some pictures from caregivers before installation to make the system more appealing to the resident)
    • Add Users
    • Add Resident, Caregivers, and Known Callers
  • Install in the residence
    • Give an emergency support number to your primary caregivers
  • Set up 2-week follow-up with caregiver(s)
    • Answer any questions
    • Together assess information & set-up appropriate rules
  • Follow up a few days after this
    • Are rules appropriate (too few/too many calls or emails?)
    • Revise rules as needed

Installation Steps

Pre-installation:

  • Resident/Care Receiver: Get name, address, phone, age, gender
  • Family Caregivers: Get names, relationships, emails,phone numbers (home, work, cell)
  • Collect information for the setup: Media:InstallationInformationCollection.pdf

On the Installer's PC:

  • Login to the Online Care Portal and access the System (The System ID is on a sticker on the back of the unit)
  • Edit or verify the resident's Time Zone, and other date and time settings
  • Edit or verify the resident's Weather City
  • Edit Community Features
  • Push the updated settings to the System
  • Create an Account for the Resident
  • Assign the System to the Account
  • Add Users, and Assign them to the Account
  • Assign a Primary User to the Account

On the Touchscreen System:

On the Installer's PC:

On the Installer's PC and the Touchscreen System:

At the Residence:

  • Set Up Network
  • Set up System
    • Antennas
    • Add batteries
    • Place sensors
  • Finish data entry (e.g. Caregivers, Known Callers, Medications, Pictures, etc.)
  • Train Resident and Family

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