Application Manual

This manual describes the different modules that can be used within the application.  

Click on one of the items in the menu bar at the top of the page to go directly to the explanation of the chosen item.  

After logging in, the main menu appears. An example is shown below.

It contains 2 sections. Modules that can be used are shown in blue. Modules for which no subscription has been taken out are shown in gray and cannot be selected.  

By clicking on the QOL-zone logo at the top left of the screen, you will return to this main menu at any time.  

The different sections are further explained below.

Clients

In the Clients module, you can see an overview of all registered clients of your organization.

The recorded data per client includes Name, Date of Birth, and Organization ID.

The Organization ID can store an internal client number of your organization. In most cases, this is a registration number of the client from a client administration system.  

This way, data from the SIS and/or POS can later be combined with data from your own client administration system, such as residence, work information, gender, etc.

Add Client

In the client overview, click on the “Add Client” button. The following screen will appear. In this screen, enter the client’s name, the internal client number from your client administration, and the date of birth. You can also specify the month in which the SIS interview and/or POS interview will be held with this client. Click “Save” to save the information or “Cancel” to undo the entry.

Edit Client Information

By clicking on the row of a client in the client overview, the data can be modified. Additionally, all client information can be deleted if necessary.

POS Module

The POS module works with interview rounds and an interview cycle.  

The interview cycle can be set in the system and indicates the interval (in months) within which POS interviews are conducted in the organization. For example, this could be 24 months if a POS interview is conducted every 2 years for clients.

The start date of a round is entered when creating a new round. The end date is automatically filled in by the system based on the interview cycle.
For each client, an interview month can be entered. Based on this month, the system will automatically create a schedule for conducting the interviews.
By working with interview rounds, an automatic schedule can be created for conducting interviews, but it also makes comparing results and generating other reports clearer.

After selecting the POS module, an overview of all clients of your organization will appear.

At the top of the overview are several options: POS Planning, POSData Overview, and Interview Rounds.

Interview Rounds

Here, you can view the overview of the different interview rounds. Each round consists of a start and end date, between which a POS interview can be conducted for all clients.
When adding an interview round, the duration of the interview cycle can also be adjusted.

In the example above, the interview cycle is set to 24 months, meaning the schedule is automatically set to one interview every 2 years per client.

By filling in the POS month for each client in the client data, the Standard POS Planning is generated. This is the monthly overview of all clients for whom a POS interview should be conducted in the respective month. This is a guideline intended only as an aid.

Standard POS Planning

In this overview, you can see which clients need to have a POS interview in each month.

Clients whose names are bold blue have a completed interview in this round, those in light blue have an incomplete interview, and those in gray have not had an interview in this round yet.  
It is also indicated whether an interview is a self-report (SR) or a report of Others (RoO).
By clicking on a client’s name, you can view, edit, or add an interview directly.

Clicking on the row allows you to continue or modify a previously started interview. Using the Edit link at the end of the row, you can modify the interview details. The interview round and date can be adjusted.

By checking the Deleted box and then clicking Save, the interview is marked as deleted.

POS Data overview

When you click on the POS Data Overview link on the POS home screen, a screen similar to the one below appears.

In this overview, you can click on the various download links to download client data and POS data per round. The files are saved locally on your computer in .CSV format. These files can easily be edited in programs like Excel and, if desired, combined with data from other systems within your organization.

Add POS Interview

To add an interview, click on the Add Interview button.

Then, the screen below appears.

In this window, enter the date on which the interview was conducted.

For POS type, select POS-A. Currently, only POS-A is in use. In the future, the POS for children and the POS for the elderly will also be added. The round can be adjusted here if necessary; by default, this value is set to the most current round.

Finally, click SAVE.

The screen will then return to the overview of POS interviews for the selected client, to which the newly created interview will be added. By clicking on the desired interview entry in this overview, the POS form will open, allowing you to fill in or modify the interview.

POS Entry Form

In the POS entry form, questions can be easily answered by selecting the desired answer.

The selected answer is shown in blue.

At the bottom of the form, you can easily click on a different section to score. In this overview, sections where all questions have been answered will be highlighted in blue.

By clicking on the client’s name at the top of the page, you will return to the overview of POS interviews for that client.

In the top right corner of the screen, a percentage indicates how complete the interview is. When the interview is 100% complete, a summary of the interview can be accessed via the score overview link in the top right corner.

This summary shows which interviewers were involved in the interview, the scores per domain, the POS index, a graphical representation of the POS profile, and all comments entered per domain.

Below the comments section there is a section with the AI summaries an suggestions

Print/Save Score Overview

To print or save the score overview as a PDF, click the Print Report button at the top right of the score overview page. A window will then open, as shown below. This may differ from the example depending on your browser and operating system. However, the options you need should always be available in the dialog window.

On the right-hand side, under Destination, select the desired printer to print the report, or choose Save as PDF to save the report to your computer. Uncheck the box for Headers and Footers and check the box for Background Graphics. Finally, click Print or Save to complete the action.

Compare rounds
Rounds comparison can be used to compare the scores of different interview rounds. The overview shows a baseline and next to it the different interview rounds. Per factor and below that per domain the scoring percentages are shown. In this way the development of a client on the different factors and domains can be followed.

After you have clicked on the text compare rounds at the top right of the overview, the overview below will appear in which you can compare the different scores of the client

CoPilot

This module is intended for use after a POS interview. The module utilizes ChatGPT for generating summaries and making suggestions.

The CoPilot can be used to summarize the completed interview and, if desired, to provide suggestions for improvement and action points per domain, which can then be further developed in an ISP (Individual Support Plan). This makes the set goals measurable. In the next POS interview round, it will be possible to assess whether the goals have led to improvements in the targeted domain.

It is recommended not to request suggestions for all domains at once, but to focus on a limited number of goals to work on effectively. Suggestions can be requested or modified via the CoPilot at any time, allowing for easy and organized work on a few goals before moving on to new proposals for the remaining domains. It is advisable to do this in consultation with the client.

How the CoPilot works

When a POS interview is 100% complete, the CoPilot can be used to summarize the interview and, where desired, generate suggestions for potential improvements per domain.
For the CoPilot to generate a good summary and useful suggestions, it is important that the comment fields in the interview are filled with clear additions or questions for the respective domain. Since the advice is largely based on these texts, they play a crucial role.

In the overview of a client’s interviews, at the end of each row, you can see whether the CoPilot can be used for the respective interview. When the text CoPilot is displayed in blue, it can be used as a link to the CoPilot.

After clicking on the CoPilot link for a completed interview, a screen appears showing all the answers and comments per domain. In this overview, next to the score text, colors indicate whether the score is high (green), average (orange), or low (red). This is intended to provide easier insight into the scores per domain. Of course, this does not mean that a green score is good and a red score is bad, as it is entirely dependent on the client and what is desirable for them.

At the end of the overview with all the answers and comments, there is a button labeled Generate Summary. By clicking this button, a summary of the interview is created, organized by domain. The scores and comments are used to generate this summary. The text generated by the CoPilot can be freely edited by clicking on the text, making the desired changes, and then clicking the orange Save! button that appears on the left while typing.

Below the summary for each domain, there is an option to request suggestions from the CoPilot for improvement points in that domain. This can be done by clicking the Create Suggestions button. After a short while, the field will be populated with 3 suggestions. The different text boxes can be resized by clicking on the small black dot in the lower-right corner of the box, holding down the left mouse button, and dragging the mouse up or down. The text that appears in the suggestion box can also be fully customized to your preference.

In this way, suggestions can be requested for each domain. At the very bottom of the page, there is also a button labeled Delete Summary and Suggestions. This will remove the summary and all suggestions.

The summary and suggestions will also be displayed in the score report when it is requested.