top of page

Using The NHS PLACER system: Video Guides
NHS PLACER
Short 2 minute 'How To' videos shows you quickly and simply how to navigate the PLACER Overview
(Please note there is no audio on the video)
NHS Commissioning
The Videos
- 01
- 02
- 03
- 04Evidential Assurance is the information you store to provide evidence of how your service meets compliance standards. For example the Care Quality Commission (CQC) break their standards into 5 areas and these are contained in the system. This is an on-going process and keeping the system upto date will mean you have all your evidence at your finger tips ready for whenever you are asked to show an Inspector.
- 05Occasionally you might need to edit or amend your answers to a particular question(s) once it has been reviewed by the reviewing authority. These are known as ' Further Information Requests'. They work in just the same way as the original Question Completion Set request, you will be notified by email of the request and once logged in you will see the Big Blue Button. This video quickly shows you how to edit your response after a Further Information Request has been received.
- 06
- 07
- 08
- 09
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23On occasion you may need to enter Survey data that has been provided using the optional paper based forms. Typically these forms will have been created as a PDF directly from the online form using the PDF feature in CHAT or QUIQCARE. This simple process will allow you to enter the data, and then have collated in exactly the same way as it would have been if it was submitted online.
- 24
- 25This short video runs through the whole process from the original request to the completion of your Improvement Plan, and demonstrates how the system works. It is designed to show new users how to use the system and what to expect at each stage. Note: Some of the screens in this video might look slightly different than those on your live system due to variations in different users configurations. However the main features are the same and work in the same fashion.
- 26Once an Improvement Plan has been submitted the Reviewer might need more information. They do this using a Further Information Request. Further Information Requests re-open the original submission and allow you to make edits taking into account the Reviewers comments. Once the edit has been made it is returned to the reviewer. They may ask for additional information again, or accept the submission and publish their final Review.
- 27The workflow for some Sub Locations requires them to have their ICB sign off on the Improvement Plan submission prior to them being sent to Region. In this case the person completing the Improvement Plan will not be given the facility to Mark As Complete, in other words submit directly to the Region, they will instead only be able to Escalate to a pre-configured ICB Responsible Person. The Responsible Person will then review the submission.
- 28The Responsible Person refers to the person who has the relevant permissions to submit an Improvement Plan after it has been compiled by a colleague. The Responsible Peron has the opportunity to edit the plan, ask for additional details, and finally submit the final version using the Escalate procedure with the Host site and then to Mark As Complete. This video concentrates on the Responsible Persons role, to get a complete view of the process see the Using Escalation Workflow video which details the Host Sites process.
- 29
- 30
- 31
- 32
- 33You can use any browser to access QUIQSOLUTIONS' systems, although we do not support some earlier versions. We encounter most difficulties with Internet Explorer, especially versions lower than 10, as updates from Microsoft can often change settings and make access more unreliable. These earlier versions are no longer supported by Microsoft and so all users should upgrade to the latest version simply on security grounds. The most stable browsers are Mozilla Firefox, Google Chrome and Apple Safari, although we test on Opera and other less common browsers and they prove to work well.
- 34On the login page you will see two links under the entry fields. One says ‘Forgot username’ and the other ‘Forgot Password’. This will generate an email to the address on your account - please make sure that if you don't see the email to check your Spam and Junk folders. Simply click the link and follow the instructions. You will be prompted to change your password as a security measure.
- 35
- 36You can add new users through the Settings menu on the toolbar. The products are licensed by number of users so, assuming you have sufficient seats, you can simply add a new user by completing the form. If you have run out of licenses just check to make sure that the ones that are allocated are still valid, often people move around and you may find you have redundant users still allocated against a license. if that is the case it is simply a case of changing that users details to your new user. If you do need to have more users than the licenses please do contact us and we can upgrade you immediately.
- 37To ensure that important information does not lose visibility you cannot delete a user until all the items they are responsible for have been allocated to someone else. So if they have an Evidence Item or an Action Plan allocated to them that must be re-allocated before you can delete them. You can find out quickly who owns what items by going to Reports on the main toolbar, and then running a reporteach on Evidence, Action Plans and Documents. If you see the user's name simply click the item and re-allocate it to another user. Once all items are re-allocated you will see a Delete button appear next to the user's name and you can then remove them. Just a note on this: Often when you need to remove a user someone else takes that position over. In this case you can simply edit the user who has left and enter the new person's details. All the items attached to the old user will then be the responsibility of the new user.
- 38
- 39This is because some report formats are not able to display the data as requested by the report criteria. For example, a Pie Chart would not be able to display information over a period of time, as it can only show a snapshot of now. Equally a Grid Report isn’t able to show a proportional view of data. The options that are shown are therefore tailored to the report criteria to ensure you get meaningful results.
- 40This is a system alert letting you know that there is a difficulty. The screen will never appear on its own - there will be a dialogue box that explains the issue and it is important to read this. The most common reason for the alert is when a user is responding to an email notification (which is addressed to specific login), clicks the button on the email and the system registers that another user is already logged in and creates the alert. For example: If you were working on CHAT and you click on the AIMS email notification button the system will realise that you are logged in already and inform you to logoff the CHAT session before logging into AIMS. Please remember that the browser does not need to be open and visible for you to be logged in to the system, you could still be logged in and not realise it. This is why it is important to logoff when you have finished working in any given session. If you have this situation, open your browser and logout of any live sessions, then re-try to login to AIMS.
- 41You can use any browser to access QUIQSOLUTIONS' systems, although we do not support some earlier versions. We encounter most difficulties with Internet Explorer, especially versions lower than 10, as updates from Microsoft can often change settings and make access more unreliable. These earlier versions are no longer supported by Microsoft and so all users should upgrade to the latest version simply on security grounds. The most stable browsers are Mozilla Firefox, Google Chrome and Apple Safari, although we test on Opera and other less common browsers and they prove to work well.
- 42On the login page you will see two links under the entry fields. One says ‘Forgot username’ and the other ‘Forgot Password’. This will generate an email to the address on your account - please make sure that if you don't see the email to check your Spam and Junk folders. Simply click the link and follow the instructions. You will be prompted to change your password as a security measure.
- 43
- 44AIMS itself cannot copy emails to many mailboxes. This is primarily due to a management difficulty in keeping track of all the people who may or not need to have access. Once the email has been delivered to the Generic AIMS mailbox your IT department might be able to setup a forwading system to send the same email to a number of personal mailboxes, but this is out of the remit AIMS itself.
- 45There is extensive checking and reporting built into AIMS, should an email be 'bounced' or rejected after it has been sent the AIMS team will know about this and take steps to correct things. Firstly ensure you are accessing the correct login, only use the AIMS Credentials. Whilst AIMS uses the same overall system as CHAT it is important to ensure you have logged out of CHAT before accessing AIMS. The two processes are seperate and on occasions your browser might remember your CHAT login and use that instead of AIMS. This is a feature of your browser and not AIMS directly, so always make sure you type in your AIMS credentials.
- 46There are several Training Videos you can acces from the Help menu in AIMS. To get a complete overview of the system we have created an overview video which outlines the whole process in about 5 minutes whcih may well be worth watching. Watch the video 'Overview for CCG users'. You can also see it here
- 47
- 48
- 49
- 50If a request to complete the quartlerly questions has already been sent to a site and for some reason the user cannot locate it you can re-send the request, or delete it and create a new one. You would only usually need to send a completely new request if the email address of the original one has changed or is somehow not accessible by the responder. (Please note: For licensing and security reasons only QUIQSOLUTIONS Administrators can change the responders email address with written management approval. To change an email address contact admin@quiqsolutions.com or call on 01948 841116.) Remember: Only ONE request for Quarterly Responses can be live on any given site at any one time.
- 51On occasion a user might complete the 2 questions with the wrong information, as the system won’t know this it will act on the information supplied. When they inform you of this you can restart the process for them easily. 1. Delete the incorrect response From the dashboard > Click the Action Button against the Site > click Question Completion Requests 2. Delete the Improvement Plan Request (this is also called the 'Question Completion Requests') > Delete the Improvement Plan Request against the CCG 3. Delete the incorrect response Under FEEDBACK on the dashboard > click Details > Select the incorrect response > Delete the Response 4. Resend the 3 Questions > from the Dashboard under FEEDBACK click Details > scroll to the very bottom of the page that opens and click Select Recipients > Select the Site from the list > Set a deadline date > Click Send They will receive a new 2 Questions request, just like the original one, which they can complete. The process will then continue as normal.
- 52
- 53Reviews are used to comment on the assurance provided by Responders after they have completed their Improvement Plan Requests (Question Completion Request). Reviewers make their comments against each standard and KLOE and can request further information from the responder if required. Once the Review has been completed and the comments finalised Publishing the Review will make it visible to the responders site alongside the Assurance item. Publishers can Edit and Delete comments made by themselves and, if there are Reviewers who do not have Publishing rights, they can also Edit those comments prior to final publication for which they alone will be responsible.
- 54How to quickly amend a response item after it has been reviewed and a Request for Further Information has been sent. This process is used by responders to change their answers at the request of the reviewer. When an authority reviewer makes comments against your statements they may need to have more information from you. They can send you a Further Information Request, which will re-open your original response and allow you to edit it, as well as seeing the comments made by the reviewer.
- 55
- 56
- 57
- 58
- 59
- 60Reviews are used to comment on the assurance provided by Responders after they have completed their Assurance Requests. Reviewers make their comments against each standard and KLOE and can request further information from the responder if required. Once the Review has been completed and the comments finalised Publishing the Review will make it visible to the responders site alongside the Assurance item. Publishers can Edit and Delete comments made by themselves and, if there are Reviewers who do not have Publishing rights, they can also Edit those comments prior to final publication for which they alone will be responsible. Please remember: The screens shown are for illustration only, yours may look different but the process is exactly the same.
- 61How to quickly amend a response item after it has been reviewed and a Request for Further Information has been sent. This process is used by responders to change their answers at the request of the reviewer. When an authority reviewer makes comments against your statements they may need to have more information from you. They can send you a Further Information Request, which will re-open your original response and allow you to edit it, as well as seeing the comments made by the reviewer. Please remember: The screens shown are for illustration only, yours may look different but the process is exactly the same.
- 62
- 63
- 64
- 65
- 66
- 67
- 68
- 69
If you would like to see any more quick start guides we haven't placed here just let us know and we'll get right on it.
bottom of page
