For the Organisation Administrator

Accept your invitation

You will receive an invitation email from GoShare Healthcare to be an administrator for your organisation.

Click on “Accept Invitation” link to accept. Enter password. Confirm Password.

Click on “Set my Password” to complete the account creation process. You will land in the Organisation Administrator screen.

Across the top of the screen you will see three tabs – Organisation Details, Branches and Users. From this Administrator screen you can invite Branches, Branch Administrators and Users.

Click on the “Menu” icon in the top left-hand corner to access GoShare or sign-out.

Edit Account

Once you are in GoShare, you can change your password or any other account details by clicking the ‘’Cog” icon in the User Navigation Bar.

This is where you establish a Branch in GoShare.

In the Administrator page, there are two tabs in the top of the screen – Branches and Users. Select the Branches and click “+” in bottom right.

Enter Branch name. The check box is ticked automatically enabling you to set up an Administrator for this Branch. You can remove the “✓” just to set up a Branch without an Administrator.

Resend an Invite

From the Branches screen, you can view the status of the invite. The column under “Joined” will advise whether the invitation has been accepted and give you the option to Resend Invite if required. You can delete the User and Invitation before the invitation is accepted but not after.

Invite a User

An Organisation Administrator can invite a User directly. Click the “+” in the bottom right of the screen. Complete the User details and remove the “✓” from Branch Administrator role. Click “Submit” to send the invitation.

As an Organisation Administrator, you can access the following reports:

From the Organisation Details tab

User Activity Report – a screen view of the number of times users have sent information to recipients and when the recipient has first viewed the information.

Click “CSV Export” to generate a detailed report in Excel.

From the Branches tab

Screen view Branch Name and invitation status. The invitation has either been accepted or not. If not, there is the option to resend invitation.

Hover over “invited” to see the name and email address of the Branch Administrator.

Click “Download Report” to generate a report in Excel. This report shows Branch set up Status and how they have customised their email and SMS content, uploaded their logo, and their generic email. This will also assist identifying where there is a third-party email address that cannot be authenticated.

From the Users tab

The screen view shows all users and administrators, invitation status, number of times signed in and last date signed in. This will assist in high level monitoring of User activity.

You can filter your view by user, email, branch or “Invited by” (this refers to the Organisation Administrator who has invited the branches).

Click “Download Report” to generate the report in Excel.

How to Access the Dashboards

Every User has a personal dashboard comprised of their sending history. Access by selecting ‘Dashboard’ from the settings cog.

Additional dashboards are available for users with Branch/Segment, or Org admin capability.
Access by selecting ‘Admin’ from the settings cog.

Dashboard	Who has access	How to access	Data	Example
User Dashboards	All GoShare users	Via “Cog” menu / select “Dashboard”	Only the logged in user	Health Professional
Branch Admin Dashboards	GoShare users with Branch Admin capability	Via “Cog” menu / “Admin” – then select “Dashboard” Tab	All users within the logged in user’s Branch	GP Practice, or a Hospital department etc.
Segment Dashboard	GoShare users with “Segment Reporter Role”	Via “Cog” menu / “Admin” – then select “Segment Dashboard” Tab	All users and branches allocated to that “Segment” (aka “Managed by”)	LHD, Health service, A grouping of GP Practices
Organisation Admin Dashboards	GoShare users with Org Admin capability	Via “Cog” menu / “Admin” – then Org Dashboard is on the “Organisation details” tab	All users across all branches within the logged in user’s Organisation	A PHN, Govt Health Agency, or a company etc.

Real time data

The dashboards access the GoShare database in real-time (as the screen is painted)

• update the data – simply refresh the page in your browser (also useful if a filter is
  not responding)
• the dashboard will take some seconds to display – as it is doing a lot of processing to
  get you the information

Dashboard Usage and Features

Filters

Each dashboard has a set of filters to allow you to subset the data – Each dashboard has multiple widgets to which filters can apply.

Date Filter

• Has multitude of options
• Select the icon to open date filter options

TIP: Dashboard defaults to not include today in date filter, to include todays data select the ellipsis and select ‘Include today’

Text Filters

Start typing your search term and select from the list, if your search term doesn’t come up, it doesn’t exist in that data set

TIP: You can filter for multiple terms

Dashboard 2 – Detailed User Activity

Scroll down on the dashboard page to find find Dashboard 2

Dashboard 2 provides itemised lists of bundles sent, also of individual content items sent. This is particularly useful if you plan to build your own reports as it lists all of the information that we have on each Bundle/Content item sent.

TIP: To download the data from the any table or graphic, hover over the top right hand corner of that table or graphic and click the ellipsis. It will then prompt you to choose which format you would like the data presented

Table Scrolling/Sorting

Tables of data are presented pre-sorted by one of the columns

To SCROLL

• Bottom right corner of each table will display which rows are being displayed. eg. Rows 1-5 of 20
• Use the > for next page or < to scroll to previous page of the list

To SORT

• Click on any column heading to sort the data by that column
• The up arrow or down arrowhead at left of column title shows sort direction
• Click again to sort in reverse order

TIP: Hover over the icon for more information about that table or graphic

Ongoing Enhancements

The dashboards will be frequently updated and enhanced. If you have any requests, please
email support@healthily.com.au