Batch Order Entry Mode Setup
Customers or Implementation Team should fill out the BOE Implementation Guide located in the J drive prior to setting anything up. That guide can be found here: "J:\FullCount\FC - Implementations\Templates - Operations\New Project Copy This\Docs\Other Modules Docs\BOE Customer Implementation Guide.docx"
This article covers the steps needed to get an organization
setup with Batch Order Entry (BOE). This mode is most commonly used for higher
levels of care in retirement communities, but can be used for any departments
that want their staff to process future date orders for their customers. For
details on completing a BOE order, please refer to the Batch Order Entry (BOE) Order & Review Process article.
Step 1 - Add Batch Order Entry Licensing
The first requirement is to set Batch Order Entry Licensed
to YES under the Community tab. This will unlock the role
functions, and then you must designate the Assigned Role Functions for any
applicable Back Office Roles, either as Service Periods - Full for editing
privileges, or Service Periods - Read Only.
Step 2 - Create Service Periods
The Service Periods tab will display next to Departments,
under the Admin Center once enabled (a browser refresh may be required). When
setting up Service Periods for BOE, the hours are needed for orders in other locations to be detected properly. That feature makes it easier for BOE users to see if an order exists during that same time for the customer, whether that be in the same department or not - more info on that in the Batch Order Entry (BOE) Order & Review Process article. There is the option to designate the maximum number of
checks per customer - please refer to that article.
Step 3 - Link Service Periods to Department Menus
After creating your Service Periods, these need to be linked
to Department Menus.
Admin Center > Departments > Menus > Details
- Once you have opened the Department Menus dialog, select the details for the menu you want to add to the service period. Note: on the far right, you can see that this example department doesn't have any Service Periods linked.
- Click Add to open the dropdown for Service Periods.
- From the dropdown, select the applicable Service Period(s).
- Save & Close.
Step 4 - Create a BOE Mode & Assign Service
Periods
BOE Mode Setup is similar to other modes, and greys out any
N/A fields. The most important sections to be mindful of when creating a BOE
are the Department Modes and Nutrition Alerts (if applicable). Department Modes
is where you will link the applicable Service Periods and designate the Request
Time, which is what dictates the time of printing for any orders submitted
for that specific Service Period. The Service Period time that was previously
designated under the Department Menus does NOT determine printing.
Setup > Modes > Details > Add Department Mode
> Details > Add Service Periods
Step 5 - Test BOE
At this point, it is a good idea to first test BOE before
assigning the role to any devices to ensure it will load up correctly. You can
do this by navigating to the following link: https://boe.fullcount.net/. From here,
you will login with your organization specific username and password.
Step 6 - Assign BOE Role through Device
Management
Now that you've confirmed that BOE loads up correctly, you
can assign this role to the designated devices at the organization for which
this is being implemented. This process is the same as any other device being
assigned a role such as TS Client, Kitchen Display System, Self-Service (2023),
etc. After assigning the role in Device Management, make sure you designate the
login details through the Terminals tab in the Back Office.
Step 7 - Assign BOE User Roles (if applicable)
BOE Modes can be accessed through a department on a device that has the appropriate device role, or through the general link if using a laptop. So long as the user has access to that department, they will be able to login.
BOE has two relevant Touchscreen Roles that can be assigned, but neither are required, and both are regarding specific processes that will likely only be available to a few users: Invoke BOE Processing and Order Approver.
The Order Approver role is only required if the organization plans to require order approvals, which can be found on the organization/community Licensing (Additional) section:
This defaults users with the Order Approver role into 'Review Mode' when using BOE - please review the order article for more information on what that looks like.
The Invoke BOE Processing role allows a user to process a batch of orders ahead of the scheduled Request Time. This means it will print early, and the scheduled print time will be ignored. This is accessed from the Admin/Gear icon in BOE after logging in.
The Process Service Periods button will only be clickable in the Admin panel when accessing it from either the Session Setup page or Service Dashboard page.
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