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

Revision as of 20:16, 27 November 2013

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

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 Loved One(s), 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

Pre-installation:

Resident/Loved One/Care Receiver: Get name, address, phone, age, gender, level of education
Family Caregivers: Get names, relationships, emails, Skype handles, 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:

Login to the Online Care Portal
Add the Loved One(s)/Residents
Add all known Caregivers (additional caregivers may be added during the installation at the residence)
Add Known Callers (especially Skype addresses)

On the Installer's PC and the Touchscreen System:

At the Residence:

GC-01-OUM-0023 Rev B

@@ Line 50: / Line 50: @@
 * Create an Account for the Resident
 * Assign the System to the Account
-* [[Adding Users, Caregivers and Known Callers|Add Users]], and Assign them to the Account
+* [[Users - Getting Started|Add Users]], and Assign them to the Account
 * Assign a Primary User to the Account<br /><br />