Skip to main content
All CollectionsCapacity IQ®Info - Capacity IQ®
Adding or Editing a Zone - Capacity IQ®
Adding or Editing a Zone - Capacity IQ®
William Pelino avatar
Written by William Pelino
Updated over 6 months ago

Info


About Zones

Zones are part of the logical structure of a hospital system. Transporters, bed cleaners, and supervisors are assigned to work in zones.

Permissions

If you have the appropriate permissions and membership, you can add or edit the zones in a campus. The zones that you add will be available to assign to transporters, bed cleaners, and supervisors when user information is added or edited.

Zone Permissions

You will need to have the following permissions and memberships to add or edit a zone.

  • To access the Admin Tool menu or Admin > Settings > Capacity Management, you must have the Admin Tool Menu permission.

  • To complete this task, you must have one of the following permissions:

    • Capacity IQ® EVS Location Settings

    • Capacity IQ® Transport Location Settings.

  • You must have Edit rights to make changes.

  • If you have View rights you can see, but not change, information.

  • You must have the Membership Type "All" with Administrative Rights enabled. Or, you may have the Membership Type "Fixed" and campus-level membership with Administrative Rights enabled for the campus.

Grouping in Sections

  • Zones can be grouped into sections so that transporters, bed cleaners, or supervisors can be designated to work in multiple zones through one assignment.

  • You must place a zone in a section while you are adding it by selecting the section name from the Parent Section list. Later, you can place the zone in a different section from the Zones tab.

Add or Edit a Zone

  1. Do one of the following:

    1. Go to Admin Tool> Unit/Zone/Location Management > Sections & Zones.

    2. Go to Admin > Settings > Capacity Management > Unit/Zone/Location Management > Sections and Zones.

  2. In the campus list in the upper-right corner, make sure the correct campus is selected.

  3. On the Sections & Zones tab, in the Name/Application column, click one of the following links:

    1. To add or edit zones for the Capacity IQ® EVS application, click the Capacity IQ® EVS link.

    2. To add or edit zones for the Capacity IQ® Transport application, click the Capacity IQ® Transport link.
      Sections, Zones, and Locations tabs for the selected application appear.

  1. Click the Zones tab.

  2. Do one of the following:

    1. To add, click Add Zone.

    2. To edit, in the Name column, click the zone name.
      The Zone page appears. You may narrow (filter) the list of zones to make it easier to find a specific one.

  1. In the Zone Name box, type a name for the zone (for example, Zone 1).
    Maximum number of characters that you can type: 50

  2. In the IVR ID box, type a numeric identification code greater than 0 that will be used on the Interactive Voice Response (IVR) system for this zone.

    1. There is a required minimum and maximum length for the IVR ID. The values entered in the IVR ID Min Char and IVR ID Max Char boxes on the Enterprise Wide Settings page in the Admin Tool or Admin > Settings > Capacity Management component determine the minimum and maximum number of characters that you must enter for the IVR ID. The maximum can be no longer than 10.

  3. In the Parent Section list, select the section to which this zone should be added.

    1. Sections were added to this list through the Sections tab. See Adding or Editing a Section.

  4. Click Save.

  1. (Transport application only) If this zone will be an item override zone, select the Item Override Zone check box. For more information, see About Item Override Zones.

  2. (Transport application only. Not available if Item Override Zone is selected.) If this should be an exclusive zone,, make sure that the Exclusive Zone check box is selected. If this is not an exclusive zone, clear the check box.

  3. Select locations to add to the zone.

  4. Click Save again.
    The selected locations appear in the Locations in this Zone list.

Warnings/Tips

If the Item Override Zone check box is selected, you cannot add locations. An item override zone cannot have locations.

Did this answer your question?