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Response Hub Overview

This version of Workforce Safety is not supported and this content is no longer being maintained. See What's New with Workforce Safety? for information on the latest release.
This content applies solely to Workforce Safety, which must be purchased separately from the Appian base platform. This content was written for Appian 21.4 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

The Response Hub in Workforce Safety allows certain users to see and manage the health and work status of employees and facilities in one central location that's updated in real-time.

The Response Hub is organized into Incidents, Activity, People, Reports, and Configure pages.

This page describes what information and actions are in the Response Hub.

See also

Response hub personas

Every organization should have a response manager that oversees the day-to-day activities of the Response Hub. Your organization can also decide to use any or all of the following personas that have access to different information and actions in the Response Hub.

Persona Description Group
Response Managers Response managers respond to incidents and manage COVID-19 testing and contact tracing for their organization. They can also view reports for their people, facilities, and incidents to provide real-time insight into the situation. Additionally, they can tailor the application to suit the organization's needs. Workforce Safety Response Managers
Coordinators If the Community Volunteering and Help Requests feature is toggled on, members of this group can see all incoming help requests and match them to volunteers. They can also view reports to see how they can best distribute resources to those in need. Workforce Safety Coordinators
Screeners Members of this group can scan user passes and request passes on behalf of users. Workforce Safety Screeners
Facility Managers Facility managers can help take on the responsibility of maintaining the facilities, departments, and areas for an organization. Workforce Safety Facility Managers
Configuration Managers Configuration managers can tailor the application to suit the organization's needs without seeing user data. Workforce Safety Configuration Managers
Administrators Administrators can configure Data Management to archive data and can add and remove users from groups. Although they have access to the Response Hub to perform these functions, they can't see any of the data in the Response Hub. Workforce Safety Administrators

See the Groups Reference Page for more information on which groups have access to what content in Workforce Safety.

Archived data

Administrators can configure data management to automatically archive data after a defined period of time. This can optimize Workforce Safety performance and improve the user experience.

If you think you are missing data in a Response Hub report, contact an administrator. They have the ability to restore any archived data, as well as tell you which data is being archived.

Additionally, when data is archived that affects a user's status, their status will remain the same, but the reason for that status may not be available. For example, if a user is in a Not Qualified status, but their last pass request is archived, the reason for why they were in that state cannot be displayed.

data_archived_user_status.png

Manage your incidents

Incidents are how you resolve issues for your employees. They can be created automatically, such as through questionnaire responses, or manually to report issues or COVID-19 positive diagnoses, isolations, and exposures.

Incidents are so important to how you manage crises, that we put it front and center in the Response Hub.

When you log in to the Response Hub, the INCIDENTS page displays. From here, you can view all incidents that have been reported for your organization and review a queue of vaccination verifications from your employees.

All_Incidents_List.png

On this page you can:

  1. Verify proof of employee vaccination.
  2. Search and filter the incidents list.
  3. Export the list to Excel.
  4. Save and manage your filters.
  5. Refresh the list.
  6. Access and view more details about an incident.
  7. Report an incident.
  8. Update an incident.

Keep track of Workforce Safety activities

The ACTIVITY page contains the following tabs and information:

  • PASS REQUESTS: All questionnaire responses for pass requests.
  • SURVEYS: All questionnaire responses for surveys.
  • ISOLATION UPDATES: All questionnaire responses for isolation updates.
  • INDIVIDUAL TESTS: All individual test requests, including a link to summary information about the batch test associated with the individual test.
  • POOLED TESTS: All batch test requests for a pool of users.
    • Note: This feature is only available for Workforce Safety version 12 and earlier. If you used POOLED TESTS on an earlier version of Workforce Safety and upgraded to version 13 or later, the solution will detect the feature and allow you to continue to use this feature with your upgraded solution. Your pooled test data will persist after upgrading your solution to version 13 or later.
  • COMMUNITY HELP: If the Community Volunteering and Help Requests feature is toggled on, a Community Help report displays, including a list of all Help Requests.

activity_tab_and_subtabs.png

Pass Requests

The PASS REQUESTS tab shows all of the pass requests that have been submitted for your organization.

Activity_Tab_Pass_Requests.png

From this tab, you can:

  1. Search and filter the list of pass requests.
  2. Access and view the Pass Request FAQs.
  3. Export the list to Excel.
  4. Save and manage your filters.
  5. Refresh the list.
  6. Request a pass on behalf of a user.
  7. Schedule a visit for a visitor.
  8. Access and view a user's pass requests details and history.

    Activity_Tab_Pass_Request_User_History.png

Surveys

The SURVEYS tab displays all of the surveys that have been submitted for your organization.

Activity_Page_Survey_Tab_Callouts.png

From this tab, you can:

  1. Search and filter the list of surveys.
  2. View the logic that is used to determine how the Status Pending, Isolated, Qualified, and Not Qualified statuses are determined by clicking explanation next to Pass Eligibility.
  3. Access and view user's survey details.

Isolation updates

The ISOLATION UPDATES tab displays all of the isolation updates that have been submitted for your organization.

Activity_Page_IsolationUpdates_Tab_Callouts.png

From this tab, you can:

  1. Search and filter the list of isolation updates.
  2. Access and view a user's isolation history and details.

Individual Tests and Pooled Tests reports

There are two reports that contain all of the test requests in Workforce Safety: the INDIVIDUAL TESTS report and the POOL TESTS report.

tests report

You can do the following on these reports:

  1. Filter the list of test requests.
  2. If you select one test request, you can provide a test result for it.
  3. If you select one or more test requests, you can cancel them.
  4. View a summary of the test results by clicking the test request number.
  5. Download lab results.

Testing statuses

COVID-19 test requests can be in the following statuses:

  • Pending User Acknowledgment of Request: The test request has been sent to the user but they have not acknowledged the request yet.
  • Pending Result: The user has acknowledged the test request, but they have not submitted their result yet.
  • Pending Verification: The user has submitted their result, but a response manager needs to verify the result.
  • Completed: The test request process is complete for this user.
  • Canceled: The response manager canceled the test request.

Community Help report

If the Community Volunteering and Help Requests feature is toggled on, you can use the COMMUNITY HELP report to help manage user help requests and volunteers.

volunteer_manager_dashboard.png

This report shows:

  1. Help request metrics.
  2. Help request statistics.
  3. Help requests by month line graph.
  4. Top volunteers list.
  5. A searchable list of help requests.

Viewing help requests

Clicking a help request title allows you to view the help request details.

help_request_my_own.png

For each help request, there are several actions you can take:

  • For unassigned requests, you can MATCH WITH VOLUNTEER to assign the request to a volunteer.
  • For assigned requests, you can REASSIGN the request to a different volunteer or CLOSE the request when it has been completed.

Submitters of help requests, can UPDATE REQUEST, CANCEL, or CLOSE their own requests. A help request can only be updated or canceled by the original requestor.

actions for your own help request

View and manage your people

The PEOPLE page displays all users in Workforce Safety.

people page

On this page you can:

  1. Filter the list of users.
  2. Export the list to Excel.
  3. Save and manage your filters.
  4. Refresh the list.
  5. Request tests.

You can also view the vaccination status and pass eligibility status of every user in Workforce Safety.

User vaccination statuses

If you have VACCINATION INSIGHTS enabled and configured, the PEOPLE page allows you to filter employee by their vaccination status. You can use this data to determine which employee have been partially or fully vaccinated, as well as which employee are exempt, or have not received the COVID-19 vaccine or provided information about their vaccination status.

Employee can have the following vaccination statuses:

  • Waiting for vaccine: User intends to receive the COVID-19 vaccine and may be on a COVID-19 vaccination waitlist.
  • Partially vaccinated: User has received a COVID-19 vaccine dose and is waiting to receive further doses.
  • Fully vaccinated: User has completed a COVID-19 vaccine dose series.
  • Not intending to be vaccinated: User has indicated they do not plan to get the COVID-19 vaccine.
  • Prefer not to answer: User prefers not to provide any COVID-19 vaccine health information.
  • Unknown: User has not filled out the COVID-19 vaccination questionnaire.
  • Exempt: User has been approved for an exemption from the COVID-19 vaccine for medical, religious, or other reasons.

You can use the VACCINATION STATUS filter to filter the list of employee in Workforce Safety to display only the employee you want to see. For example, if you want to see a list of all employee who have not completed the vaccination status survey, select UNKNOWN as the vaccination status.

vaccination_status_unknown_filter.png

User pass eligibility statuses

Employee can have the following pass eligibility statuses:

  • Qualified: Users can request a pass.
  • Not Qualified: User cannot request a pass.
  • Isolated: User is in isolation and cannot complete a survey or request a pass. Instead they are asked to complete an isolation update.
  • Status Pending: User has not filled out a survey or pass request.

You can use these statuses to filter various lists in the Response Hub. For example, if you want to see a list of all users who have not requested a pass or filled out a survey, just filter the list of users on the People page by PASS ELIGIBILITY: Status Pending.

status_pending_filter.png

User summary

Clicking on a name from anywhere in the Response Hub opens their user summary.

Summary tab

The Summary tab contains various information about the user.

Note that while most groups that have access to the Response Hub can see this Summary tab for each user, the information that they see is different depending on which group they are in. Additionally, sections that aren't applicable to visitors do not display on user summaries for visitors.

From this tab, depending on the access that your group has, you can perform the following actions:

  1. ISOLATE USER, REMOVE USER FROM ISOLATION, or SKIP SURVEY, depending on the status of the user.
  2. REQUEST PASS on behalf of the user.
  3. Update the user's profile, which includes the following fields:

    • Position: Full-time remote or Office based.
    • Can you work from home?
    • Department.
    • Primary Facility.
  4. DELETE USER DATA to delete all of a user's pass request and survey responses, help requests, incidents, or volunteer information.
  5. REQUEST A TEST for a user. You can also click the Testing Status card to go directly to the user's test record.

Additionally, the Summary tab displays the user's pass eligibility status and the user's vaccination status. If the user's pass eligibility status is in a Disqualified state, the reason for their state displays in the User Status card.

Questionnaire tabs

The user summary also has Pass Requests, Isolation Updates, and Surveys tabs that have records of each user's pass request, survey, and isolation update responses.

pass request summary

Community Help tab

If the Community Volunteering and Help Requests feature option is toggled on, you will have access to the Community Help tab for each user.

If a user has signed up to volunteer, this tab displays the volunteer categories that they said they could help with along with any help requests that are assigned to them.

All help requests that a user has submitted will also display.

people_view_community_help.png

The Related Actions tab displays all of the actions that you can perform for a user.

people view related actions

View your reports

The REPORTS page displays important insights and data about how COVID-19 incidents are impacting the health of your people and your facilities. The data on this page is divided into three tabs:

  • DASHBOARD Tab: Displays people, incidents, vaccination, and activity data for a single facility or multiple facilities in your organization.
  • FACILITY HEALTH Tab: Displays status and trend data for a single facility or multiple facilities in your organization.
  • VACCINATION INSIGHTS: Displays your organization's COVID-19 and vaccination health data for one or more facilities.

Go to the Reports tab to analyze this data and use it to help you make important decisions about facility closures and reopenings. You can also use the report data to help you identify any operational adjustments you need to make to ensure your organization’s COVID-19 response keeps your employees safe.

View the dashboard data

The Dashboard tab reports provide real-time people and activity data across five critical areas in your organization: Open Incidents, Vaccination Summary, Employees By Status, Pass Requests, Automated Test Requests, and Surveys, and Surveys.

Reports_Page_Dashboard_Tab.png

Open Incidents report

The Open Incidents report displays key indicators that show how open incidents are trending across your organization over a specific period of time. In this section, you can view statistical data and changes in the number of open incidents for one or more facilities.

Reports_Page_Dashboard_OpenIncidents.png

Use this report to quickly analyze and understand:

  • The number of current open incidents across all of your facilities
  • Hotspots for COVID-19 isolation incidents across your organization
  • Changes in open incidents across a 7-day period
  • The number of open incidents at a given point in time
  • Open incident trends for a given period of time

View only the data for the facilities you want to see by selecting one or more facilities in the Show data for dropdown. Use the Incident Types dropdown to filter the Open Incidents report and track different incident types. Use the Date Range picker to filter the report and display only the open incident data you want to view for a specific period of time. Valid ranges include:

  • Last 7 days
  • Last 14 days
  • Last 30 days
  • Last 60 days
  • Last 90 days

When you need to see more details about your organization's current incidents, simply click View List in the Current incident count section to access a list of incidents behind the open incident count.

Note:  This open incidents data will only begin to populate after you upgrade to Workforce Safety version 8.0.

Vaccination Summary report

The Vaccination Summary report only displays if you have VACCINATION INSIGHTS enabled. This report provides summary data for the total number of employee in your organization that have been verified as fully vaccinated.

Reports_Page_Dashboard_Vaccination_Summary.png

You'll use this report when you want to quickly assess the percentage of employee in your organization that reported a Fully Vaccinated status, that was verified by a response manager.

Employees By Status report

The Employees By Status report allows you to see a breakdown of all of your employee by their pass eligibility status, excluding visitors.

Reports_Page_Dashboard_EmployeeStatus.png

Quickly assess the percentage of employee by pass eligibility status: In Isolation, Not Qualified, Qualified, and Status Pending. To view more details about the eligibility status of your employee, simply click View List to see an exportable list of employee behind each number. You can filter the data in this section using the Show data for filter at the top of the page, which allows you to view the data for a single facility or multiple facilities in your organization.

Pass Requests data

The Pass Requests section displays relevant data for all pass requests that have been submitted across your organization for a specific period of time. This data allows you to quickly see increases and decreases in the number of pass requests, which allows you to adjust your operational response based on need.

Reports_Page_Dashboard_PassRequests.png

From this section, you can:

  1. Analyze and understand your organization's pass request statistics, including the number of pass request approvals and denials, over a 7-day period.
  2. View an exportable list of total pass requests for your organization.
  3. Analyze pass request trends across your organization for a specific period of time.

The Show data for filter at the top of the page allows you to filter this data to see only the pass request data for the facilities you want to see. You can also use the Date Range picker to filter this report and display pass request data for a specific period of time.

Survey data

Take a look at the Surveys section when you want to identify the percentage of employee in your organization that have completed the active survey. This report displays only when you have enabled and configured surveys for your organization.

Reports_Page_Dashboard_Surveys.png

Use the Show data for filter at the top of the page to filter the data in this section by facility and click View List to access an exportable list of survey data.

Note:  This section is only visible if your organization has an active survey.

View your facilities health data

The REPORTS page has a Facility Health tab that allows you to monitor incident trends across facilities. This data helps you identify potential hotspots in your organization for COVID-19 isolation incidents as areas that may need your immediate attention.

Reports_Page_FacilityHealth_Tab.png

This report ranks your facilities by the number of open incidents, and lists each facility with the following information:

  • Status
  • Open incident count
  • Change in the number of open incidents from the start of the selected timeframe to today's date.
  • Incident trend line chart

Use the Facility filter to analyze and compare incident trends across specific facilities in a region. Use the Incident Type filter to see the trends for a specific incident type. Use the Date Range filter picker to see trends for a specific period of time.

Additionally, you can click View List to view an exportable list of incidents behind the open incident count.

Manage your facilities

From the REPORTS page, you can also manage your facilities by adjusting the operating hours for a specific facility, updating visitor arrival instructions, and adding a location from your organization's facility list.

View your COVID-19 & vaccination health reports

The VACCINATION INSIGHTS tab on the REPORTS page allows you to monitor the health of your organization as it relates to COVID-19 and vaccination data collected from your employees.

As your employees submit their COVID-19 history and their vaccination status, Workforce Safety compiles this data into various reports that display what percentage of your employees have been vaccinated and what percentage have a history of COVID-19 infection. The health data on this tab is displayed in the following reports: Response Rate KPIs, Employees By Vaccination Status, Timeline of Vaccinated Employees, COVID-19 History, and COVID-19 Data (Aggregate).

report_vaccination_history_tab.png

Collectively this data provides you with a clearer understanding of your community’s possible functional immunity levels as they relate to the COVID-19 infection. The reports, which are filterable by facility and timeframe, are only available when you enable the Vaccinations Insights feature in the Configure tab.

Summary data

The health data displayed at the top of the page shows several KPIs that represent the percentage of employees who have reported their vaccination status in their profile form. Quickly see the percentage and the total number of employees who reported that they are Fully Vaccinated, Partially Vaccinated, and Fully Vaccinated and On-site. You can also see the Response-Rate KPI, which shows the percentage and number of employees from the selected facilities who have reported their vaccination status.

report_vaccination_history_summary.png

The Fully Vaccinated On-Site Employees metric shows what percentage of the employees have reported a fully vaccinated status, and have also received a pass in the last seven days to one or more of the selected facilities in the facility filter.

Employees by Vaccination Status report

This chart displays employees by vaccination status. You can view the data for all of your facilities or you can filter the data to show only selected facilities. Hover over a specific bar in the chart to see the number of employees with that status. When you click a specific bar in the chart, it shows an exportable list of employees with that status.

report_employee_by_vaccination_status.png

You can view a list of employee by their vaccination status by clicking the bar for a specific vaccination status on the Employees by Vaccination Status bar chart. For example, to view a list of employees who have been marked as exempt, click the employees by Vaccination Status bar chart.

report_list_employee_by_vaccination_status.png

Timeline of Vaccinated Employees report

This line chart displays the total population growth of vaccinated employees for all of your facilities or for selected facilities over time. It is only shown if the Vaccination Dose Date question is active.

report_timeline_vaccinated_employees.png

COVID-19 History report

This pie chart illustrates the percentage of employees who have reported a positive COVID-19 test result within the selected timeframe. A user can report these positive test results may be reported via their profile, a test request, or a COVID-19 isolation incident.

report_covid19_history.png

This chart is only available if the COVID-19 History question is active.

COVID-19 Data (Aggregate) report

This stacked chart combines the vaccination data and COVID-19 history data to illustrate your organization’s broader COVID-19 health. With this chart you can see the percentage of employees who have been fully vaccinated, partially vaccinated, and employees who reported testing positive for COVID-19 in the selected time frame.

report_covid19_data_aggragate.png

Like the other charts, this chart is only available if the COVID-19 History question is active.

Configure Workforce Safety

The CONFIGURE page provides the ability to customize various options including questionnaire questions, facilities, site features, and more. Employee are also able to brand and tailor their site to better fit their organization.

To configure the Workforce Safety site, follow the instructions in the configure site section.

Configure page

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