Platform and Guideline Releases

Streamliners regularly releases updates to systems, software, and guidelines which the HealthPathways Community uses to implement HealthPathways. Here you'll find details of the latest product and guideline releases.

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10

Project Flow Implementation – Introducing the new Activity concept

Update - Tuesday 30 April

The changes previewed below are now live in Dot and we’ve added the links to the updated documentation in Online Help.

If you have any questions about this update, please have a chat with your lead writer.


Project Flow Implementation – Introducing the new Activity concept

Today, Wednesday 10 April, Streamliners is providing a preview and a How-to video of several updates to Dot that support Project Flow implementation.

These changes are currently scheduled to go live in Dot on Tuesday, 30 April.

Summary of change

Project Flow has identified the need to improve reporting on the pathway development process.

The Dot changes in this upcoming release will enable Streamliners to collect pathway development information in a consistent manner, and simplify the user experience.

After you’ve reviewed this update and the How-to video below Working with Activities, your lead writer will be able to talk you through the changes and answer any questions you may have.

This release will be the first of several as we work through the implementation process for Project Flow.

Updated documentation for these changes will be made available when these Dot changes are released.

There will be a small impact on the Pathway Details Report – see Terminology change for pathway information below for details.

If you have any questions about this update, please have a chat with your lead writer.


Introduction to Activities

An important part of the upcoming Dot release is the introduction of the new concept Activity.

When this update is released, Dot will use the Activities section to track and provide details about all actions associated with a pathway.  

When working on a pathway, you can record information about activities in one place – whether new development, localisation, review, or partial update – while development is in progress. You can also view full records for completed activities.

Examples of an activity include:

  • the first localisation of a pathway
  • any subsequent partial updates
  • first and subsequent reviews.

Each time you start an activity, the activity type and start date are recorded together. This will enable HealthPathways clinical editors and Streamliners technical writers to easily access the record of completed activities and view the changes made, and allow us to better analyse and report on pathway development.

The Dot changes currently scheduled to go live in Dot on Tuesday, 30 April will affect how Dot users:

  • create an activity
  • update and edit an activity
  • review a completed activity
  • complete an activity
  • link a feedback thread to an activity.

For more information, watch the video Working with Activities:

You can also open the Working with Activities video in a new tab.

For more information in Online Help, see Managing Pathway Record Activities.


Reviews & Updates page renamed Activities, and expanded

In line with the introduction of the activities concept, the Reviews & Updates page will be renamed Activities.

Previously, the page only listed details for reviews and partial updates. On release of this update, you’ll see details for four types of pathway development tasks:

  • New (development of a new page/pathway)
  • Localisation
  • Review
  • Partial Update.

The term activity will encompass the wider nature of the four tasks. Activity lists can be filtered by type.

As before, clicking an item in the list will show the activity details, such as status, type, implementation goal (see Terminology change for pathway implementation below), and a brief description of the change. Localisation and new development activities will also show the date when the local HealthPathways team starts to localise or develop the pathway.

You’ll be able to edit in-progress activities as needed. The only fields that won’t be able to be changed from this page will be Activity Type, Start Date, Go Live Date, and Implementation Goal. You’ll be able to, however, edit them on the pathway record instead.

If you need to edit a completed activity, please talk to your lead writer.

All users will be able to export all activity records to Excel.

For more information, see Activities in Online Help.


New Activities section in pathway record

On pathway records, the Initial Go Live Information section will be renamed Activities, and will list all new development, localisation, review, and partial update activities for the pathway.

We’re changing the name because the section will now contain information about all tasks associated with the pathway’s development. Having the information located in one place will allow you to more easily see how a pathway was developed, revised, and updated.

New_Activity


Information in Activities section

The Activities section will show both in-progress and completed activities, as applicable.

You’ll be able to create a new activity from this section, if no other activity is currently in progress (see Creating a New Activity below for further details).

For more information, see Managing Pathway Record Activities in Online Help.


Creating a New Activity

In general, HealthPathways coordinators are responsible for creating new activities. However, clinical editors and Streamliners technical writers will also be able to create a new activity if needed. To do so, click the blue Create New Activity button at the top of the Activities section. This button is inactive and greyed-out if there is already an activity in progress.

You won’t have to set the implementation goal and start date when you initially create the activity.

You’ll still need to save the pathway record (by clicking Save or Save and Close at the bottom of the page) in order to save the newly created activity.

Example: Create new activity button and form Create_New_Activity

For more information, see Creating an Activity in Online Help.


Updating/Editing an Activity

After you create an activity, you’ll be able to edit the details as required while the activity is still in progress.

The HealthPathways coordinator and clinical editors will enter most of the details.

Streamliners lead writers will enter the Implementation goal after discussion with the HealthPathways coordinator or clinical editor.

The Start date will indicate when the local HealthPathways team first starts working on the activity.

Lead writers will enter the Go live date when an activity is complete, and the pathway is ready to go live.

Example: Update current activity view
Diagram3Dot23HPC

For more information, see Updating an Existing Activity in Online Help.


Reviewing a Completed Activity

Reviewing_a_Complete...

You’ll be able to expand an activity to show further details.

Example: Expanded details of a completed activity
Diagram5Dot23HPC

Contact your lead writer if you need to make changes to a completed activity.

For more information, see Finding an activity in the pathway record in Online Help.


Completing an Activity

To complete the activity, a Streamliners technical writer will enter the Go live date and click Update Activity.

For more information, see Completing an Activity in Online Help.


Status update

Creating, completing, and editing activities will automatically update the pathway status.

For more information, see Pathway Statuses and Workflow Stages in Online Help.


Linking a feedback thread to an activity

If a pathway or page has an in-progress activity, any new feedback threads generated – either within Dot or from the website feedback form – will be automatically linked to that activity. In the feedback thread’s details, this was labelled Update/Review, but will now be called Linked Activity.

Previously, you could only link existing feedback threads to a review or partial update. On release of this update, you’ll be able to link feedback threads to all four types of activities:

  • new development
  • localisation
  • review
  • partial update.

Example: Linked Activity in a feedback threadDiagram6Dot23HPC

If you want to link an existing feedback thread to the in-progress activity for a particular pathway or page, you’ll click Link to Activity. This option will only be available if a pathway or page has an activity in progress.

Example: Linking an existing feedback thread to an in-progress activityDiagram7Dot23HPC

For more information, see Linking a feedback thread to an activity in Online Help.


Terminology change for pathway implementation

When localising or reviewing a pathway, local HealthPathways teams work with Streamliners lead writers to set the implementation approach, which indicates how much it will be aligned with Base HealthPathways and the Style Manual. Setting the approach creates an agreed understanding of the end goal for the pathway, and helps estimate the amount of work required to achieve that goal.

To that end, we have changed the name from Implementation Approach to Implementation Goal. The new name establishes more clearly what we are aiming to achieve, rather than the amount of work we are going to do.

If you export the Pathway Details Report to Excel, the column heading will also be renamed from Implementation Approach to Implementation Goal.

Additionally, the implementation goal options are now Base-aligned, Style-aligned, and Non-aligned. For non-pathway pages, the implementation goal is set as Not specified, as we do not currently have a written standard for these page types. The new terms replace the previous ones (Base alignment, Full localisation/review, and Light localisation/review).

The terminology change is visible in the pathway status (in the field Current Implementation Goal), and in the new Activities section shown below.

Example: Implementation goal shown in details from a pathway localisation activity
Diagram8Dot23HPC

For more information about the context around the terminology change and further definition of what the new terms mean, see the Platform and Guideline Update of Tuesday 9 April “Localisation and review – Understanding the implementation goal”.


If you have any questions about this update, please have a chat with your lead writer.
 

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