Following an intervention¶
An intervention is a ticket of a room maintenance team (see Technical interventions).
1. Create the ticket¶
In Helpdesk, open the room maintenance team and create a ticket.
Give it a title and a description.
Choose the Resident. WideCare fills in the Room and the Resident Stay they occupy at that moment, and the Requestant when it is empty.
Correct the room if the job took place elsewhere.
A snapshot, not a link
The room and the stay are copied when the resident is chosen. When the resident changes room later, the ticket keeps the room where the job was done — which is what the history of a room needs. A ticket created by e-mail or by import is filled in the same way.
2. Record the products used¶
In the Products tab, add a line per product: Product, Description, Quantity, Unit Cost. The description and the cost come from the product, and stay as they were even if the product changes afterwards. The Subtotal of each line adds up to Products Cost.
3. Record the time spent¶
In the Timesheets tab, the technicians record their time as on any Helpdesk ticket. The Cost column values each line at the employee’s hourly cost; its total is Timesheets Cost.
4. Attach the vendor bill¶
When an outside provider did the job, choose their invoice in Vendor Bill (Products tab). Its untaxed amount becomes the Vendor Bill Cost, converted into your currency if needed. A cancelled bill no longer counts.
5. Read the total¶
At the bottom of the Products tab:
Products Cost;
Timesheets Cost;
Vendor Bill Cost;
Ticket Cost — the total, which the administration may then bill to the resident.
In the list of tickets, the Ticket Cost column gives the total of each ticket and of the whole list; the Resident and Room columns can be added from the optional columns.
Find the interventions¶
An Interventions button lists the tickets, as soon as there is at least one:
on the room — every intervention in that room;
on the resident’s record — every intervention concerning them;
on the stay — the interventions of that stay.
From a condition report¶
On a condition report, the Interventions button lists the interventions in that room for that resident: what happened in the room while they lived there — useful to check the room before the exit report. A ticket created from there is already linked to the room and the resident.