8. Facilities and Units

In clearPath, a facility is a physical site (a hospital, clinic, long-term care home, or any other building where auditing happens). A unit is a subdivision of a facility, such as a patient care area, department, or ward. You set facilities and units up once, and the rest of clearPath — dashboards, reports, distribution lists, challenges, and auditing — uses them to scope data and colour-code results.

To open the list, go to Account | Facilities / Floors / Units.

8.1. The Facilities Page

Every facility on the account is listed one row per line. You can expand a row to see the units inside it, and everything on the page can be searched, filtered, or exported.

8.1.1. At-a-Glance Cards

Six summary cards across the top of the page show:

• Facilities — how many facilities exist on the account.

• Active Facilities — how many are currently enabled.

• Inactive Facilities — how many are disabled.

• Total Units — the combined number of units across every facility.

• Active Units — how many of those units are currently enabled.

• Inactive Units — the remaining count.

8.1.2. Page Header Buttons

• Export — opens a menu with Export to HTML, Export to CSV, and Export to Excel. The export respects any search or filter you have applied, so it only contains the rows you can currently see. Export is enabled once at least one row is ticked.

• View Map — opens the facility map, which plots every facility with an address on a world map.

• Add Facility — opens the facility editor with a blank form.

8.1.3. Searching and Filtering

The toolbar above the table holds the search box and several filters:

• Search box — matches on the facility name.

• All Facilities — narrows the table to a single facility.

• All Status — show only Active or only Inactive facilities.

• All Lock States — show only Locked or only Unlocked units.

• Last Audited — show facilities whose most recent audit is older than 7, 14, 30, 60, 90, 180, or 365 days, or Never audited.

• Time period — the span used to calculate each facility’s compliance percentage (defaults to This Month).

A refresh button on the right reloads the page from the server.

8.1.4. Table Columns

Every row in the table is a facility. Click the row to expand it and reveal the units inside.

• Status — an Active or Inactive badge.

• Lock icon — shows whether the facility is locked.

• Facility — the facility name and icon. Click the heading to sort.

• Abbrev — the four-character abbreviation.

• Floors — the number of floors defined for the facility.

• Units — how many units the facility contains.

• Include — whether the facility is included in the dashboard and in corporate reports.

• Color — the colour swatch used to tag the facility in charts.

• Compliance — a percentage bar showing the facility’s performance for the selected time period.

• Last Audited — how long ago the most recent audit took place.

Tick the checkbox at the left of a row to select it, or tick the header checkbox to select every row on the page. Selecting rows reveals the bulk action bar with a Delete Selected button and a clear-selection button.

8.1.5. Row Actions

Click the three-dot button at the end of a row to open the row menu:

• View Units — expands the facility so its units are visible in the table.

• View Floors — opens the floor plan page for the facility.

• Edit — opens the facility in the editor.

• Delete — removes the facility after a confirmation prompt. If the facility has units, every unit inside it is removed as well, so clearPath warns you before the delete goes through.

Each unit row has its own three-dot menu with Edit and Delete options for that unit.

8.2. The Facility Editor

The editor opens as a modal dialog with four tabs. You reach it by clicking Add Facility in the page header or by choosing Edit on the three-dot menu.

The Active toggle at the top of the General tab marks the facility enabled or disabled. When a facility is disabled, its data is held back from reports and it does not appear in the picker where auditors choose a facility to audit.

8.2.1. General Tab

• Account — the account the facility belongs to.

• Name — the facility name used everywhere in clearPath.

• Abbreviation — a short code (maximum four characters) used in compact views and exports.

• Color — the colour shown for this facility in charts and dashboards. Pick a swatch or type a hex value.

• Index — an optional four-digit identifier. Historically this mirrored a ministry-of-health spreadsheet; leave it blank if you have no need for it.

• Region — the region the facility is grouped under.

• Include In Dashboard — when on, the facility’s numbers roll up into dashboard widgets.

• Include in Corporate Reports — when on, the facility is included in account-level (corporate) reports.

8.2.2. Address Tab

Fill in the facility’s physical address and clearPath will plot it on the map shown on the right of the tab:

• Address, City, Province / State, Postal Code, Country — standard address fields.

• Phone and Fax — contact numbers.

• Latitude and Longitude — entered in degrees, minutes, and seconds with N/S and E/W indicators. The map recentres automatically when the coordinates change.

If coordinates are not supplied, clearPath geocodes the address to place a pin on the map.

8.2.3. Notify Tab

Use this tab to have clearPath send email alerts when the facility slips outside normal operating ranges:

• Enable Email Notifications — master switch. If this is off, the rest of the tab is ignored.

• Notification Email — the address that receives the alerts.

• Notify on Compliance Below Threshold — fires when the facility’s compliance drops below the threshold set on the Thresholds tab.

• Notify on Missed Audit Schedule — fires when an expected audit does not run.

• Notify on Target Behind — fires when the facility falls behind its monthly target.

• Notification Note — free-form text that is included at the bottom of every alert email.

8.2.4. Thresholds Tab

• Target (%) — the compliance target the facility is aiming at.

• Assigned Target — the named target profile currently in use.

• Gloves Required on ASP/BFL Events — when on, a glove change is required for audits in the ASP/BFL group.

• Minimum Hand Wash Duration (seconds) — shown only when gloves are required; sets the minimum handwash time.

8.2.5. Saving and Cancelling

Click Save (or the blue confirmation button at the bottom of each tab) to write your changes. Close the dialog without saving by pressing the x at the top right or using the browser’s back button.

8.3. Units

Units live inside facilities. On the facilities list you can expand any row to see the units inside it; each unit has its own three-dot menu with Edit and Delete options.

8.3.1. Unit Detail

The unit editor has up to five tabs: General, Options, Schedule, Locked, and (for Leapfrog-licensed accounts) Leapfrog.

The General tab collects the core fields:

• Parent Facility — which facility the unit belongs to.

• Area Name — the patient-care area or department name.

• Abbreviation — a short code (maximum four characters).

• Department Name / Department ID — optional department labels.

• Unit Type — Reportable units roll up into corporate reports; Non-Reportable units are tracked but excluded.

• Color — the unit’s chart colour.

The Options tab gathers the per-unit toggles, including whether the unit is active and whether it is locked.

The Locked tab shows the audit-lockout history for the unit — periods during which data for the unit has been frozen.

8.3.2. Leapfrog Tab

The Leapfrog tab is shown only when the account is licensed for the Leapfrog module. Use it to override the account-level Leapfrog settings (see Leapfrog) for this unit. Leave a field blank to inherit the value from the account.

• Monthly target — minimum observations expected per month.

• Quarterly target — minimum observations expected per quarter.

• Semi-annual target — minimum observations expected per six-month period.

• Annual target — minimum observations expected per year.

• Custom range (per month) — the per-month rate used when a dashboard or report applies a custom date range that does not match one of the standard cadences.

• Complete % ≥ — the compliance percentage at which this unit is classified as Complete.

• Gap % ≥ — the compliance percentage at which this unit is classified as Gap. Anything below this threshold is treated as Missing.

Click Reset all to account default to clear every field on this tab so the unit inherits the account-level Leapfrog values.

8.3.3. Schedule and Reminders

The Schedule tab controls how often the unit should be audited and whether clearPath sends reminder emails when an audit is overdue:

• Target — the number of audits expected in the scheduled period.

• Pass / Total — current progress toward that target.

• Plus / Minus — how many audits the unit is ahead or behind.

• Last Audited — the date of the most recent audit.

• Reminders Enabled — when on, clearPath emails the unit’s contacts when the unit is falling behind.