.. include:: ../variables.rst .. _hand.hygiene: Hand Hygiene ============ Hand Hygiene sessions are the core of |APPNAME|. Every direct-observation audit you run with |AUDITSOFTWARE| (or using the web observer) lands here as a *session* — a time-stamped record of the observations an auditor made on a unit. This page is where you review, edit, summarize, and archive those sessions. To open the Hand Hygiene sessions list, go to :blue:`Audits` | :blue:`Hand Hygiene Sessions` in the sidebar. .. _hygiene.session.list: Audit Sessions -------------- .. figure:: /images/lightmode/hygiene-session-list.png :align: center |br| The page header on the right offers four primary actions: * ``New Session`` --- open the web observer to start a new live audit (see :ref:`hygiene.observation.web`). * ``Import`` --- open the :ref:`hygiene.session.import` workspace where you can upload and import iScrub or Ministry of Health audit files directly from the browser. * ``Export`` --- save the current (filtered) session list to HTML, CSV, or Excel. * ``Archive`` --- archive the sessions you have ticked, removing them from the active list without deleting the underlying data. Filtering the list ^^^^^^^^^^^^^^^^^^ The toolbar lets you narrow the list to the sessions you care about: * ``Search sessions…`` --- match text anywhere in the session name. * ``All Statuses`` --- show active, disabled, or all sessions. * ``All Facilities`` --- scope to a single facility. * ``All Care Areas`` --- scope to a single patient care area. * ``All Observers`` --- scope to a single auditor. * ``All Notes`` --- show only sessions that have observation notes. * ``All Dates`` --- pick a date range. * ``All Indicators`` --- show only sessions flagged with multiple indicators. * ``Session Limits`` --- cap the total number of sessions returned (``1 Year`` by default; choose ``All`` to remove the cap). Click the refresh icon to reload the list without losing your filter selections. Stat Chips ^^^^^^^^^^ Cards across the top give you an instant rollup of the filtered list: * ``Total Sessions`` --- every session matching the current filters. * ``Active`` --- sessions currently included in reports and dashboards. * ``Inactive`` --- sessions excluded from reporting. * ``Direct Observation`` --- sessions recorded in |AUDITSOFTWARE| or the web observer. * ``Custom Audits`` --- sessions originating from a custom audit. * ``Duplicates`` --- sessions |APPNAME| has flagged as likely duplicates of another session. * ``Multiple Indicators`` --- sessions where at least one observation has more than one indicator selected. * ``Certified`` --- sessions recorded by an auditor whose certification was valid at the time. * ``Avg Compliance`` --- the compliance average across the filtered list. Session Row ^^^^^^^^^^^ Each row summarizes one audit session: * ``Status`` --- a green circle when the session is ``Active`` and a grey circle when it is ``Inactive``. **Click the circle to toggle the status** --- no modal required. Inactive sessions are excluded from every report and from the dashboard. * ``Type`` --- the kind of observation (standard, MQTT, imported). * ``Session Name`` --- the auto-generated or edited name. Click to open :ref:`hygiene.session.detail`. * ``Unit`` --- the patient care area the session belongs to. * ``Compliance`` --- the calculated compliance percentage. * ``Multiple`` --- ``Yes`` when the auditor selected multiple indicators on one or more observations. * ``Notes`` --- a pencil icon if the session has observation notes. * ``Certified`` --- whether the observer's certification was valid when the audit was recorded. * ``Observer`` --- the auditor who recorded the session. * ``Time`` --- when the session was created. Session Row Menu ^^^^^^^^^^^^^^^^ Click the three-dot icon at the end of any row: * ``Edit Observation Details`` --- opens the session's editor where you can change the session name, observer, facility, unit, date, and notes. * ``Edit Session Results`` --- opens :ref:`hygiene.session.detail` so you can review and correct individual observations. * ``View Audit Summary`` --- opens :ref:`hygiene.audit.summary`, the report-ready compliance view you can email or export. * ``Delete`` --- permanently removes the session after a confirmation prompt. Disabled unless you have delete permission. Selecting Multiple Sessions ^^^^^^^^^^^^^^^^^^^^^^^^^^^ Tick the checkbox on one or more rows to enable the bulk action bar. From there you can ``Delete Selected`` or ``Archive Selected`` in one click. The ``x`` button clears the selection without performing an action. .. _hygiene.session.import: Importing Audit Files --------------------- |APPNAME| can import hand-hygiene audit data from external sources --- either a folder of **iScrub** CSV files or a **Ministry of Health** CSV file. The Import Audits workspace lets you upload those files straight from the browser, review them, and queue them for import, all without needing console or file-share access to the server. To open the workspace, go to :blue:`Audits` | :blue:`Hand Hygiene Sessions` and click ``Import`` in the page header. .. figure:: /images/lightmode/import-audits-list.png :align: center |br| The page header offers three actions: * ``Upload`` --- opens a multi-file picker. The files you choose are uploaded into the configured import folder on the server, preserving their original filenames. * The circular **refresh** icon --- reloads the file list without losing any selection. * ``Back`` --- returns you to :ref:`hygiene.session.list`. Stat Chips ^^^^^^^^^^ The cards across the top summarize the contents of the import folder: * ``Total Files`` --- every file currently in the folder, regardless of type. * ``CSV Files`` --- files with a ``.csv`` extension (typically iScrub). * ``XML Files`` --- files with an ``.xml`` extension (typically Ministry of Health exports). * ``Unknown`` --- files whose extension is neither CSV nor XML. * ``Total Size`` --- the combined disk size of every file in the folder. File List ^^^^^^^^^ The table lists every file currently in the import folder: * ``File Name`` --- the original filename as uploaded. * ``Type`` --- the file type as detected by |APPNAME|. * ``Last Modified`` --- the timestamp the file was placed in the folder. * ``Size`` --- the on-disk size of the file. * ``Action`` --- the row's three-dot menu (see below). Click any column header to sort by that column. Click again to reverse the sort direction. File Row Menu ^^^^^^^^^^^^^ Click the three-dot icon at the end of any row: * ``Import`` --- opens the :ref:`hygiene.session.import.detail` dialog so you can choose the target account and file type and queue the file for processing. * ``Delete`` --- permanently removes the file from the import folder after a confirmation prompt. Selecting Multiple Files ^^^^^^^^^^^^^^^^^^^^^^^^ Tick the checkbox on one or more rows to enable the bulk action bar. Use ``Delete Selected`` to remove every ticked file in a single click. The ``x`` button clears the selection without performing an action. .. _hygiene.session.import.detail: Import Audit File Dialog ^^^^^^^^^^^^^^^^^^^^^^^^ Choosing ``Import`` from the row menu opens the Import Audit File dialog. .. figure:: /images/lightmode/import-audit-detail.png :align: center |br| The dialog asks two questions: 1. ``Account`` --- the account the imported sessions belong to. The list is pre-populated with the accounts you have access to and defaults to your current account. 2. ``File Type`` --- choose ``iScrub`` for an iScrub CSV file or ``Ministry`` for a Ministry of Health CSV file. Click ``Import`` to queue the file for processing. The import runs in the background using the same engine that handles automated nightly imports, and the page returns to the file list with a confirmation toast. Imports Are Single-Use ^^^^^^^^^^^^^^^^^^^^^^ Once an import is queued, the source file is renamed by prepending a dot to its filename (``test.csv`` becomes ``.test.csv``). The renamed file is hidden from the Import Audits list and from any future scan that ignores hidden files, so you cannot accidentally import the same file twice. The renamed file remains on disk for audit-trail purposes and can be removed manually later. .. _hygiene.session.naming: Session Naming Convention ------------------------- |APPNAME| auto-generates session names from the observer's ID and the time the audit was started. You can rename a session at any time from its detail page — the examples below describe the default format. **Example:** .. code-block:: text H2087-C25Y225408-0 .. list-table:: :widths: 20 80 :header-rows: 1 :align: center :width: 100 % * - Segment - Meaning * - ``H2087`` - Observer ID — the auditor's user account id. * - ``C`` - Month of the session, encoded as a letter (``A`` = January, ``C`` = March, and so on). * - ``25`` - Day of the month (always two digits). * - ``Y`` - Year, encoded as a letter (``Y`` = 2025). * - ``225408`` - Time the session started in ``HHMMSS``: 22:54:08. * - ``-0`` - Session sequence number if the auditor started more than one session in the same second. .. _hygiene.session.detail: Session Detail -------------- Click a session name in the list (or choose ``Audit Detail`` from its action menu) to open the observation-by-observation view. .. figure:: /images/lightmode/hygiene-session-detail.png :align: center |br| The header shows the session name, observer, facility, and patient care area, along with the overall compliance and a count of completed observations. Each row in the grid is one observation. The columns group the information captured at the moment of the audit: * ``Status`` --- the observation's state (``Active``, ``Pass``, ``Fail``). * ``Indicators`` (BEF-PAT/ENV, BEF-ASP, AFT-BFL, AFT-PAT/ENV) --- the moment of hand hygiene the observation applies to. * ``Type`` (RUB, WASH) --- the technique the auditor recorded. * ``Attributes`` (GLOVES, NAILS, BRACELETS, RINGS) --- additional attributes observed. * ``TIMER`` --- elapsed time recorded during the observation where captured. * ``STATE`` --- the calculated pass/fail result. * ``ACTION`` --- the three-dot menu for per-observation edits. Toggle any indicator, type, or attribute to correct a mistake. The header compliance updates as soon as you change a value. Click ``Save`` to persist your edits, or the back arrow to discard them. ``Fix Multiple Indicators`` is available when the session has observations flagged with more than one indicator; it walks you through each flagged observation so you can pick the single intended indicator. .. _hygiene.audit.summary: Audit Summary ------------- The Audit Summary is the report-ready view of a session: a single page showing the compliance percentage broken down by health-care provider type and by moment, plus any comments and observation notes attached to the session. .. figure:: /images/lightmode/hygiene-audit-summary.png :align: center |br| Open it from the session's action menu (``Audit Summary``) or click through from the Session Detail view. The summary header shows: * ``Session Name`` * ``Facility`` and ``Patient Care Area`` * ``Observer`` and ``Source`` (for example, ``Mobile`` for captures from |AUDITSOFTWARE|, ``Web`` for captures from the web observer). * ``Compliance`` --- the overall percentage for the session. * ``Complete Observations``, ``Sessions``, and ``Date``. * ``Multiple Indicators Selected`` --- a badge appears when the auditor recorded more than one indicator on at least one observation. The compliance matrix underneath shows pass/total and a colored percentage for every combination of health-care provider type and moment. ``Comments and Observation Notes`` collects the free-text notes attached to the session, grouped by the provider type they applied to. The ``Export`` button (top right) saves the summary as a PDF, or use ``Email Audit Summary`` on the session action menu to send the PDF to one or more email addresses. Enter each recipient on its own line, adjust the subject and body, and click ``Send``. |APPNAME| attaches the PDF automatically. .. _hygiene.observation.web: Conducting an Audit in the Browser ---------------------------------- The web observer lets you run a live hand-hygiene audit straight from |APPNAME| — no separate app required. It is reached by clicking ``New Session`` on the sessions list, or by opening the ``Hand Hygiene`` tile from :ref:`Mobile Mode`. .. figure:: /images/lightmode/hygiene-observation-web.png :align: center |br| The top bar shows: * ``Stop`` --- end the audit and save the observations recorded so far. * ``Cancel`` --- discard the audit without saving. * Facility and unit being audited (from the session setup). * The running count of observations against the session target (for example, ``0 of 20``). Each row in the grid is one observation. Pick the health-care provider type in the first column, then toggle the indicator, type (``RUB`` / ``WASH``), and any attributes (``GLOVES``, ``NAILS``, ``BRACELETS``, ``RINGS``) the auditor observes. The red ``X`` on the right removes an observation row. The pagination control at the bottom lets you page through groups of observations once the session is long enough to need it. The stats bar shows the total observations recorded and the elapsed duration. Observation-level notes are captured through the three-dot comment overlay on each row; session-level notes are captured when you click ``Stop``. .. tip:: If the browser or device is closed unexpectedly during a web audit, |APPNAME| restores the in-progress observations the next time you open the web observer. Click ``Stop`` or ``Cancel`` to commit or discard them.