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How to create a new room

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This page will be all about creating a room in the system.

We will go through how to create a new room, configure room types, assign room type/elements to rooms, and how to assign individual elements to rooms.

 

Creating a new room

Adding extra fields to collect room data

Configuring Room Types

Assigning room type/elements to rooms

Assigning room types to multiple rooms

Creating multiple rooms

 

Creating a new room

 

To create a new room, go to Menu > Maintenance > Physical Location - Rooms.

 

On the Details form, fill in the required fields marked with red asterisk (*), the other fields are optional. Then click the Save button on top of the form:

 

NewCleaningArea

 

Once saved, the system will generate a new Room ID. This will be a unique ID throughout the system.

 

Tips

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If you want to create multiple rooms for the same location, then check the Retain Common Fields box from the toolbar so when you press Clear, this will retain the selected Location, Risk Level, Organisation, Room Type, and Floor Area values.

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You can select which rooms are active for each module (Cleaning, Survey, and/or Tasking) by ticking the module boxes from the Details form.

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The Risk Level field at the bottom of the Details form is only visible if the "Allow for Location Risk Override in Rooms" is set to "Yes" from the System Parameters view.

 

Adding extra fields to collect room data

 

To add extra fields for the room data, go to Menu > Maintenance > Advanced Options view and navigate to the Room Extra Fields tab.

 

Click the Add button from within the tab toolbar to display the form for adding a new field.

 

RoomExtraFields

 

Fill in the Label and Editor fields as shown below:

 

RoomExtraFields_AddForm

Note: Tick the Allow Blank box if the field is an optional field.

 
The available editors are:

 

Text Field

Free text field with maximum length of 255 characters.

Notes Field

Free text field with maximum length of 8000 characters.

Select Field

Free text field which collects the distinct/unique list of values and shows them as options in the field.

Number Field

Number only field (no decimals).

Decimal Field

Number only field (with decimals).

Checkbox

Check field which stores a true/false value.

Date Field

Date only field.

 

The extra field/s will appear in the Physical Location - Room > Extra Details tab:

 

NewCleaningArea_ExtraDetails

 

 

Configuring Room Types

 

To create new room types, go to Menu > Maintenance > Advanced Options view and navigate to the Room Type tab:

 

TableMaintenance_RoomTypes

 

Populate the form and press the Save button to create a new room type record.

 

Note: The required fields are marked with a red asterisk (*).

 

Once created, you can assign elements against the Room Type. You can do this by going to Menu > Cleaning > Monitoring Elements List view and click on the Room Type Elements tab:

 

ElementList_RoomTypeElements

 

The first 2 columns are the Element Id and Element Description, the remaining columns are the available room types.

 

Scroll to the room type and tick the boxes of the elements you want to assign to it e.g. based on the image above, Theatre will have the following elements:

 

5 - Catheter Stand

10 - Medical gas and suction equipment including gas cylinder holder

14 - Telephones and fax machines

15 - Nurse call bell

16 - Wall fixture, e.g. switch, socket and data point, and cord pull

17 - Wall surfaces including skirting and bumper boards

 

 

Assigning room type/elements to rooms

 

To assign elements against the rooms, go to Menu > Maintenance > Physical Location - Rooms.

 

To load the room record, open the lookup by clicking on the search icon next to the Room ID field. Select a room from the lookup by double clicking or highlighting the row and click on the Select button.

 

Once loaded, click on the Room Type select field, and select an option e.g. Demo-Bedroom:

 

NewCleaningArea_RoomType

 

 

For new rooms, selecting a room type and clicking Save should copy the elements defined on the room type.

 

However, for existing rooms, clicking Save will display the following prompt:

 

RoomType_Prompt

 

Selecting Yes on the prompt will copy the elements defined on the Room Type Elements to the Physical Locations - Rooms \ Monitoring Elements and delete the existing elements in the room:

 

Room type: BEDROOM

Default Elements: Bed, Floor, Wall, Door, Window, Mirror

 

Room ID 1

Current Elements: Floor, Ceiling, Wall, Door

 

Once saved, the room element list will end up with the following elements: Bed, Floor, Wall, Door, Window, Mirror

 

 

If you want to add more elements to the room, click on the Monitoring Elements tab and DRAG and DROP elements from the Not Included list to the Included list:

 

NewCleaningArea_AddMoreElements

 

 

Assigning room types to multiple rooms

 

To assign room type to multiple rooms, go to Menu > Maintenance > Physical Location - Room List view.

 

Fill in the Filter Form, e.g. Location filter of Sample Site 1 \ Block 1 \ RIVERBANK WARD 1, and click on the Apply Filter button. This should return all the available rooms against the selected functional area:

 

AreaList_Results

 

Multi-select rooms from the list and click on the Action button menu and select Change Room Type . This should open the Change Room Type form:

 

Select a Room Type from the select field and click Ok :

 

AreaList_ChangeRoomType

 

This will assign Clinical Room on the selected rooms' room type field and also overwrite the elements that are previously set on the rooms with the element set on the room type.

 

 

Creating multiple rooms

 

To create multiple rooms for a functional area, go to the Physical Location - Room List / Create Multiple Rooms tab.

 

The top component is a regular form, where the user specifies the functional area and the organisation, the number of rooms they want to create, and a tick-box to specify whether they want the system to generate room codes for the new rooms:-

 

CMR_Form

 

The above form means we want to create 8 new rooms on the WARD 7B1 functional area and allocate them to the Demo Organisation and the system must auto-generate the room codes.

 

Once the above form has been filled in, press the [ Add Row ] button to populate the import grid.

 

CMR_Grid_Empty

 

The bottom component is a spreadsheet-like grid where the user can type in values and/or copy+paste values or drag cell values in the grid to populate multiple rows easily.

 

The required fields will be highlighted in red if left blank, like the Description* on the above photo.

 

Fill in all the relevant fields, you can scroll to the right to get the rest of the room columns. Once all the relevant room information has been filled in, press the [ Create Rooms ] button from the top toolbar to start the creation process.

 

CMR_Grid_Populated

 

Important Note:

 

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If you added extra rooms by mistake, you can delete them by scrolling to the right-most column of the grid and click on the delete icon on the row you want to remove.

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The Room Type column is optional but if these rooms are for auditing (in the Cleaning module), then we strongly advise that you populate this column otherwise no elements will be added on the new rooms.

 

When the creation process has started, you should see a loading mask in the grid to show the number of rooms it needs to create:

 

CMR_Grid_CreateMask

 

Once the process is finished, you should get a confirmation box listing the created rooms and their IDs:

 

CMR_Grid_Confirmation

 

 


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