System Design Life Cycle Flashcards
Describe the term: automated documentation.
The field of nursing informatics has taken the traditional system of paper documentation and transformed it into a paperless environment using the computer system. The advantages of automated documentation include increased productivity due to:
- Decreases in cost, errors, and omissions
- Improved care and communications
- Easier access to patient information
Paper documentation has been transformed in several different ways on a computer system including narrative charting, charting by exception, flow sheet charting, and standardized nursing languages. Narrative charting is very similar to traditional nursing documentation. It uses menu selections or text entry fields. Charting by exception allows the nurse to view normal values and change only those values for which the patient does not conform to the norm. Flow sheet charting makes use of a graphical user interface to allow the nurse to enter information from a selection of menus. Finally, standardized nursing languages use nationally and internationally defined codes to enter information free from ambiguity.
Discuss the characteristics that should be taken into account when choosing an information system trainer.
The following characteristics should be taken into account when selecting a trainer for information systems:
- Experience: Has the trainer worked with hospital information systems (HIS) previously? How knowledgeable are they regarding the newly installed system?
- Style: How does the trainer work in group situations? Are they good at the communication and coaching aspects of the training session?
- Organizational fit: Is the individual familiar with the training approach and philosophy that the organization prefers?
- Working with upper management: Will the individual be able to train users on the specialized departmental level?
Describe the advantages and disadvantages of computer based training (CBT) for information systems.
Computer Based Training (CBT) is a more popular and efficient type of training for information systems. Advantages and disadvantages of computer-based training include:
Advantages
- Self-paced: The trainee can go through the materials as fast (or slow) as they choose.
- Interactive: There is instant feedback regarding correct/incorrect responses to exercises.
- Availability: The training is available per the trainee’s schedule.
- Modules: The training can be broken up into easily completed modules.
Disadvantages
- Construction: It takes a lot of time and labor to develop and maintain a good CBT system.
- Lack of coaching: Trainees must learn without the help of knowledgeable coaches.
Describe the advantages and disadvantages of e-mail and video methods of training.
The following advantages and disadvantages of the e-mail and video methods of training include:
Advantages
- Trainees receive training materials electronically.
- E-mail messages are easy to assemble and send to targeted trainees.
Disadvantages
- Trainees must open the mail and follow the instructions for completing.
- Reponses might be slow or non-existent without stringent follow-up procedures.
Video
Advantages
- Videos are available 24 hours a day, 7 days a week.
- Exposes many trainees to a single point of training material.
- Easy to distribute and can be shared by trainees within uniform functional areas.
Disadvantages
- Requires expensive cameras and production techniques.
- The instructor must be familiar with presenting the training material through the video medium.
Explain training requirements for the troubleshooting of system problems.
Basic troubleshooting should be taught to all users of the system. This would include re-boot procedures (for a frozen screen), changing passwords, how to properly edit data entries, and when to contact the support desk. Because every system is unique, users must learn the proper procedures to follow when problems arise. Also, learning when to report system performance (i.e., when the system is running slow or oddly) to the system administrator may help avoid a much larger problem.
Describe the strategy of scheduling user-training sessions.
It can be challenging to train the staff of an organization that runs 24 hours a day, 7 days a week (such as a hospital). Finding the best time to train staff members will depend on their overall availability. People may often have to come in late (and be too tired to concentrate) if they are scheduled for a training session after their shift ends. The best strategy may be to allow individuals an entire day for training purposes It may also be necessary to offer training during all three shifts (i.e., 24 hours a day) in order to accommodate shift personnel. Trainees should be given materials to review in advance of the training session so that they will be fully prepared. Training should also be timed to occur as close to the go-live date as possible so that the new information will be remembered.
Describe four factors to consider when choosing a training method for a new information system.
The following four factors should be considered when choosing a training method for a new information system:
- Time: Different training methods take various amounts of time to prepare and perform (e.g., in-person or self-taught)
- Cost: This includes the cost of trainers, equipment, and the amount of hours that employees will need to spend away from their job.
- Learning styles: It is important to consider the predominant successful training style for the organization (what works best for the majority of trainees). This may be determined by the demographics (age, gender, education) of the trainee pool.
- Learning retention: Retention of training concepts may be much higher if the training is “hands-on” (or in-person) rather that self-taught.
Explain the concept of disaster recovery training
Disaster recovery procedures should be taught to users in the event the system “crashes” or goes down for a period of time. It is important to have a back up plan because all information systems are subject to service failures (e.g., power outages or networking problems). The backup procedures should allow the users to continue to perform their assigned tasks in another independent manner (such as paper-based) while the system is down. During training, users should be taken through the backup procedures for the entire organization and for their own department or unit. Additionally, the users should be taught how to backfill the data that was captured while the system was down (once it comes back up).
List the factors to consider when choosing a training site.
The following is a list of factors to consider when choosing a site for information system training:
- Is there space available to conduct the training on-site or will an off-site facility be needed?
- Is the training budget adequate to allow for the option of offsite training?
- Are their enough computer terminals for all of the trainees or will they have to share a terminal?
- Is the site properly configured with power outlets and network connections?
- If the training is at an off-site location, is it convenient to the trainees in terms of parking and proximity to work?
- Is the site prepared with all of the required training materials?
Explain the training materials and proficiency testing involved in information system training.
Choosing the appropriate materials (both those supplied by the vendor and supplementary) for information system training is a key aspect of the learning process. The materials should reflect and support the operation of the live information system. The materials should be clear, concise, and targeted at the comprehension level of the trainees. In addition to the training materials, job aids should be available at the trainee workstation. These job aids should be step-by-step instructions as to how to work with the new system. In addition, of critical importance in training is proficiency testing. The degree to which the trainees have absorbed the knowledge should be evaluated. There are two types of proficiency examinations: criterion referenced or norm referenced. Criterion referenced measures assess each test taker against a set correct value (this measure is the most commonly used). Norm referenced exams grade individuals directly against one another.
Describe the final stages of a go-live implementation.
The final stages of a go-live implementation are:
- Establish a user support structure and its format (phone, webbased, etc.).
- Develop a procedure for change control regarding changes to the system and future upgrades/maintenance.
- The go-live period is a very labor-intensive period for project personnel. A work schedule (including any necessary overtime) should be created in anticipation of this expected workload.
- An implementation feedback loop for users should be created. This may consist of paper questionnaires, a dedicated phone number/e-mail address, or a web site.
- A permanent committee should be established to review requests and implement changes.
Discuss conversion and go-live: Data conversion/migration.
Data conversion/migration occurs when data are translated from one format to another. During implementation of a new system, data migration must occur for the new system to use legacy data but may also occur during system hardware/software upgrades. Migration usually requires software (commercial or in-house) as well as manual effort. The primary stages to migration of data include;
- Planning stage: This includes inventorying the system, reviewing the types and amounts of data to be migrated and the source and destination formats, determining the most cost-effective method, making a specific plan for conversion, performing mapping, and creating conversion scripts and specification documents.
- Performance stage: This includes generating baseline backup of all data, extracting data from the source, normalizing data, performing trial and test conversions, and completing data migration.
- Validation stage: This includes checking to ensure data were converted accurately and completely with all data elements formatted correctly, eliminating duplicate data, and resolving problems.
Explain the procedure that should be followed when planning the “go-Ilve” process.
Set the date when the system is anticipated to go-live and whether the system will be scaled up in a staggered (according to certain client types), modular (according to facility or department) or an all at once manner.
Create an overall implementation strategy that includes:
- Transfer of data from the old system to the new system
- Establish a user and system support system
- Develop the various short- and long-term evaluation procedures to monitor the new system
- Develop a change control procedure to assure that all changes to the new system are documented and carried out properly
Discuss implementation strategies: Pilot implementation.
Pilot implementation is often used in large organizations or those with multiple locations to “try out” the new system before it is implemented further. This is similar to phased implementation except that it is usually limited to one or few units, and extensive evaluation is usually completed during the pilot program. This evaluation includes interviews with users to determine what faults exist and assessment of end-user acceptance so that any alterations or modifications can be completed before further implementation. With pilot implementation, initial training may be restricted to those in the pilot program. The early adopters may be used as trainers and mentors in later implementation. Pilot programs are often easiest to assess in stand-alone units that do not require a lot of data transmission to and from other units.
Discuss system implementation strategies: Overview.
System implementation begins early by preparing staff and users for changes. An implementation committee should be formed before purchase of a system to assess needs and ensure that changes meet the mission of the organization. Nurses should have an active role in the implementation committee, which must develop a project plan and timetable. Project planning software is available to develop a work breakdown structure, which is a plan with a timeline and breakdown of specific tasks. Committee members must be educated about the system so they can serve as resources during the extensive training that needs to occur before implementation. Factors to consider during selection of an information system include the currency of the technology, the ability to upgrade, and issues related to obsolescence, vendor history, vendor compliance with regulations, ability to integrate with existing or other systems, flexibility, support of electronic health records, and the computer data source. Hardware analysis includes network infrastructure, types of workstations/devices, hardware locations, and printing capabilities and locations.
Discuss conversion and go-live: Interoperability
Interoperability is the ability to two systems to exchange and use data while maintaining the same meaning, and this is an important element in the conversion of data. Types of interoperability include the following:
- Technical interoperability refers to the ability of two systems or equipment from different manufacturers to exchange data. This usually refers to hardware/software or equipment that allows machine-to-machine communication.
- Syntactical interoperability refers to the transfer of data formats without necessarily ensuring that meaning is intact.
- Semantic interoperability refers to the transfer of meaning so that people recognize that the content transferred is the same.
- Process interoperability refers to processes and specifications that facilitate exchange of data from one organization to another.
Noninteroperability may result from lack of adequate system review, changes in standards that interfere with the application to another system, and varying levels of technical quality from one system to another.
List some anticipated problems that may occur during implementation of a new system
The following problems may occur when introducing a new information system into a healthcare facility:
- Failing to allocate adequate time for system implementation.
- Scope creep: allowing the project to exceed the original scope (e.g., adding extra features or functions without paying attention to timeline or budget). This tends to occur slowly during the conduct of the project and ultimately results in exceeding the budget and/or timeline.
- Allowing programmers to customize a system beyond what is necessary.
- Not allowing enough funds for maintenance.
- Failing to provide dedicated staff to work on the project.
- Encountering organizational resistance to change that causes roadblocks or delays.
- Not allowing enough time to adequately test the system.
- Not allowing enough time to train relevant staff.
Discuss implementation strategies: Parallel implementation.
In parallel implementation, both the existing (legacy) system and new system are used concurrently; for example, when moving from paper charting to computerized record keeping, both systems are used. A timetable is usually established for phasing out the legacy system. Parallel implementation allows end-users to learn the new system while still using the old system to record data. This method is usually faster than phased implementation but slower than big bang and tends to be the rnost costly both in terms of finances and time, as users must enter data in two systems, increasing the risks of errors. However, this format does allow for evaluation of the accuracy of use of the new system, as comparison data are available in the legacy system. Parallel implementation is also less risky in terms of System failure than big bang implementation because a backup system is essentially in place.
Describe the steps involved in the back loading of existing data into a new information system.
The following steps are involved in the back loading of data into a new information system:
- Decide what information needs to be migrated to the new system
- Establish who is responsible for entering the existing data into the new system
- Set a schedule for the timing of the data transfer
- Establish the time frame for migration of historical data
- Implement controls to assure that all back loaded information is accurate
- Verify that the system is working properly
Discuss implementation strategies: Big-bang implementation.
Big-bang implementation occurs when a complete system goes live across an organization on a designated date and time. For example, if the prior system involved paper documentation, this stops, and all entries are done on the new computerized system. The big-bang approach is best in small organizations where people have been well trained in the new system, have competent computer skills, or have mentors readily available. A phased approach may be better for a large organization because inevitable problems arise during transition. Lists of those who are trained and can assist others should be published, and training should be a staffing consideration so that all units have mentors available. All data must be converted from the old system into the new system before implementation, and the validity of the data must be verified because errors can occur during conversion. Advantages are rapid change, less updating of documentation, and focused training. Disadvantages include confusion, lost data, learning curve, and startup problems. Fallback plans should be in place in the event of system failure.
Discuss testing methods: Automated testing.
Automated testing involves using software tools specifically designed to test features of an information system, such as the graphical user interface (GUI). Automated testingdoes not require manual intervention. The software may include tools to provide comparison data regarding expected and actual outcomes and well as other reports. Automated testing often mimics the actions of users, but automated testing must include adequate testing scripts to be used effectively. Applications may include program monitors, debugging tools, GUI testing tools, profiling tools (to generate reports), and benchmarks. Metrics (standards of measurement) must be developed to address performance issues, and the goals and expected outcomes of automated testing should be clearly defined. Automated testing is especially valuable in the types of testing that may not be practical to do manually, such as stress testing in which a system is tested with large numbers of simulated users.
Discuss the steps of the system implementation plan.
The following steps are involved in administering the system implementation process:
Step 1: Develop a schedule (with strategic milestones) that will be used to install the new system. This is sometimes referred to as the work breakdown structure (WBS) of the project.
Step 2: Assign tasks. These tasks should be specific, assigned to capable persons, and tracked (for completion).
Step 3: Establish a communications plan that covers the methods and timing of all communication within and outside of the implementation team.
Step 4: Test the system (in a controlled test environment) before going live. This gives the users and a support staff opportunity to stress the system and assure that it is operating properly.
Discuss system elements to be tested: Screens.
Screens, such as those on computer monitors, smartphones, or tablets, display both text and graphic images. Early computer screens used cathode ray technology (CRT], but this has been almost completely replaced by liquid crystal display (LCD) technology, used for flat panel displays. LCDs have a lower power demand than CRTs or plasma displays (used primarily for large screen televisions); additionally, they are more lightweight and smaller. LCDs have two sheets of polarizing material with a liquid crystal solution between the sheets. For touch screen capabilities or use of a stylus, an electromagnetic field is added.
Considerations include:
- Refresh rate: This is the speed at which the screen reprints from top to bottom. Slow refresh rates on CRTs can cause flickering, but this does not occur with LCDs, which have a frame rate (the rate at which consecutive images or frames appear] expressed in frames per second, usually about 60.
- Resolution: This is the number of horizontal pixels by vertical, such as 1440 X 900. The higher the resolution, the clearer (but smaller) the image.
Discuss validating data integration across disparate systems.
Validating data integration across disparate systems is essential because incorrect data can lead to serious problems with the system and provide false information. Validating every item of data is virtually impossible, but doing spot checks of representative data may miss faults. Validation should include assessing the size of data, including the number of files or records, before and after data transfer to a disparate system to ensure it is the same and that the data source is completely transferred correctly. Data should be complete, accurate, and formatted correctly, and duplicate elements should be eliminated. Important elements of validation include:
- Validating across all levels of data, determining frequency, duration, and areas of applications.
- Validating at high granularity (degree of breakdown into smaller units/parts) rather than low.
- Validating data that are especially critical.
- Automating validation.
- Thoroughly understanding the source of data as well as its input and storage.
- Customizing validation approaches, according to the needs of the organization.