PCA Activities
Executive Summary
PCA Activities is the maintenance screen for the list of personal care activities that are used on PCA forms. Administrators add, rename and delete activities, and for each activity they maintain the list of interventions that can be recorded against it. The same screen also holds the PCA agency options (agency name and contact details, form-signing link, and the AlayaCare tags and custom-field values used when PCA forms are produced) when the user has permission to see them.
Key Features
- Add a new PCA activity by name
- Rename an activity from its detail page
- Delete an activity after confirmation
- Maintain the interventions listed under each activity (add, edit, delete)
- View or edit the PCA agency options used by PCA forms (when permitted)
Typical Workflow
- Open PCA Activities. The list of activities is shown.
- Click Add, type the activity Name, and click Save.
- To maintain the interventions for an activity, click the edit icon on its row (or right-click the row and choose Edit). The activity detail page opens.
- On the Interventions tab, click Add to create an intervention, or use the row buttons or right-click menu to edit or delete one.
- To rename the activity, click Change Activity Name, change the Name and click Save. Use the back link in the page title to return to the list.
Configurable Settings
Open View Settings or Edit Settings from this screen (when permitted) to change these options. All options are in one group, PCA Options.
| Group | Setting | Type | Purpose |
|---|---|---|---|
| PCA Options | Tenant name | Text | Name of the tenant as it is known in AlayaCare. |
| PCA Options | Agency address (line 1) | Text | Agency street address used on agency documents. |
| PCA Options | Agency phone | Text | Agency phone number used on agency documents. |
| PCA Options | Agency fax | Text | Agency fax number used on agency documents. |
| PCA Options | PCA Agency Name | Text | Agency name shown on PCA forms. |
| PCA Options | PCA Agency Phone | Text | Agency phone number shown on PCA forms. |
| PCA Options | PCA Employee UMPI FCF Tag | Text | AlayaCare form custom-field tag that holds the employee's UMPI number. |
| PCA Options | PCA Notification Email | Text | Email address that receives PCA notifications. |
| PCA Options | PCA Form Signing URL | Text | Web address that is used for signing PCA forms. |
| PCA Options | Client identifier option | Dropdown | Chooses what identifies the client on PCA forms (the member number or the date of birth). |
| PCA Options | PCA Client Member Number FCF Tag | Text | AlayaCare form custom-field tag that holds the client's member number. |
| PCA Options | PCA Responsible Party Contact FCF Tag | Text | AlayaCare form custom-field tag that holds the responsible party contact. |
| PCA Options | Visit Tag ACID for Employee Signature Acquired | Text | AlayaCare visit tag that marks a visit whose employee signature has been obtained. |
| PCA Options | Visit Tag ACID for Client Signature Acquired | Text | AlayaCare visit tag that marks a visit whose client signature has been obtained. |
| PCA Options | PCA Tag for ignore variance on visit | Text | AlayaCare visit tag that tells PCA forms to ignore the duration variance on a visit. |
| PCA Options | Visit Tag ACID for Excluded from timesheet | Text | AlayaCare visit tag that marks a visit as excluded from the timesheet. |
| PCA Options | PCA Responsible Party Contact FCF Value | Text | Value of the responsible party contact custom field. |
| PCA Options | PCA Max Duration Difference | Text | Largest allowed difference between scheduled and actual visit duration. |
| PCA Options | PCA Shared Location Task | Text | Task used for shared-location visits. |
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page, including the activity detail page |
| Settings View | Open View Settings to see the PCA options |
| Settings Edit | Open Edit Settings and change the PCA options |
Main Grid
The grid lists every PCA activity (14 rows per page).
| Column | Description |
|---|---|
| Name | Name of the activity. |
| Manage Records | Edit (pencil) and delete (bin) icons for the row. |
Actions
| Button | Description |
|---|---|
| Add | Opens the PCA Activity dialog to create a new activity. |
| View Settings | Opens the PCA options in read-only mode (when settings view is permitted). |
| Edit Settings | Opens the PCA options for editing (when settings edit is permitted). |
| Edit icon (or right-click a row, Edit) | Opens the detail page for the activity. |
| Delete icon (or right-click a row, Delete) | Asks "Are you sure you want to delete this activity?" and removes the activity when confirmed. |
Dialog Components
PCA Activity (Add)
Opens from Add. Enter the activity Name and click Save. The name is required; a warning "Activity Name Required" is shown when it is blank. Click Cancel to close without saving.
Activity Detail Page
Opens when you edit an activity. The page shows the Activity Name (read-only) and a Change Activity Name button, followed by the interventions for the activity.
Change Activity Name
Opens from Change Activity Name. Change the Name and click Save, or click Cancel.
Tabs
| Tab | Purpose |
|---|---|
| Interventions | Lists and maintains the interventions available for this activity. |
Interventions — Grid
The grid lists the interventions for the activity (14 rows per page).
| Column | Description |
|---|---|
| Intervention | Text of the intervention. |
| Manage Records | Delete (bin) and edit (pencil) icons for the row. |
Interventions — Grid Actions
| Button | Description |
|---|---|
| Add | Opens the Activity - Intervention dialog to add an intervention. Enter the Intervention text and click Save. |
| Edit icon (or right-click a row, Edit) | Opens the same dialog to change the intervention text. |
| Delete icon (or right-click a row, Delete) | Asks "Are you sure you want to delete this Intervention?" and removes it when confirmed. |
Dependencies
The following tables must be configured for lookups on this view to work:
| Table | Description |
|---|---|
| Configuration options | Supplies the choices for the client identifier option in the settings. |