User Guides

Login for the first time

Once you have been set up to use the SDM Tools you should receive an e-mail like the one below 

if you do not receive the e-mail please check your Junk / Spam folders 

Getting Started - before you can send a survey

There are 2 things that you need to do before you can send out surveys with the SDM tool : 

  1. Set Up a Teams : You need to create as a minimum 1 team
    • Teams are linked to Survey Types (integrate / collaborate) so you will need at least 1 team setup for the system to know what survey to send 
  2. Set Up a Users that you want to collect surveys for   

Adding Teams

To use the SDM System You must set up at least 1 Team / Group. 

 

Teams in the SDM system are your unit of organisation.

They can be Clinics / Areas or any grouping that you want to link to a survey Type.

Teams are Linked to Survey Types, a team can be linked to EITHER an IntegRATE OR a CollaboRATE survey (only one - not both)    

You can add as many Teams as you want.

We would encourage you to set up groups rather than just one "bucket" grouping for a survey as this will enable better and more granular analysis of data. Being able identify variances in responses between your groups will enable you to facilitate open conversations with the objective of identifying best practice and service improvement oppourtunities.   

Understanding User Types

standard User 

Admin User 

Whats the clinician tick box for ?

Configurations :

Type Clinician Role
Admin Not ticked This user will have access to the admin controls - can add users , add Teams, send surveys view any reports - will not appear as a survey option 
Admin Ticked  This user will have access to the admin controls - can add users , add Teams, send surveys view any reports - will appear as a survey option 
Standard Ticked This user will have access to view any reports (org level & about me) - will appear as a survey option 
Standard Not Ticked  This user will have access to view any reports (org level & about me)
     

Information

Bath & North East Somerset, Swindon & Wiltshire (BSW) Partnership - Shared Decision Making survey tool

Developed in collaboration with NHS South, Central and West Commissioning Support Unit.

BSW partnership logo

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