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Archived SF user guide

Co-Production with Pennine Lancashire

We are co-producing Service Finder with the frontline workers across Pennine Lancashire.

We have delivered an initial product and reviewed it to identify several releases up to March 2022.

Version 2 will be available at end of November 2021.

Version 3 is being developed over Christmas period

And Version 4 will be ready by April 2022.

Each of these versions is split into A and B.

Details of what is in each release are given in the links at the top of this page.

Accessing Service Finder

This is the link to the current Service Finder. It is available to anyone but access to some features will require the setting up of an account.

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https://penninelancs.theservicefinder.com/⁠

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Training on Service Finder

There are online live courses currently running. Please email Simon (BLACKPOOL TEACHING HOSPITALS NHS FOUNDATION TRUST) <simon.dickinson8 @ nhs.net> if you would like to know more.

Below are some slides and videos which might help/remind you of features.

Click the headings to the right of this page or scroll down to the training videos.

User training slides

The slides below are used in the videos and are here for your reference.

There is then an overview of the structure of Service Finder and below that a n umber of videos which will explain how to use Service Finder.

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Outline of Service Finder Structure

Our co-production research identified that users would like three ways to find appropriate services. The first way is just a very quick way in and enter keywords and search. No login required. No complicated dashboards. Just get me some results to then refine down. The second way would be for when a worker has time to think through and discuss the clients circumstances to identify appropriate services. The third way is to come at it from a geography and view what services are available in particular areas. This video simply explains these different ways to help a service finder user understand their options.

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Basic Dashboard

The below video describes the basic dashboard which can be used without needing an account.

The video is divided into timed sections which allow you to easily dip in to the training video to get the reminder you need.

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0:33 Using Postcode⁠

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1:23 Type of Attendance⁠

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2:41 Applying and removing tags⁠

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3:14 Availability⁠

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4:00 Team Area:⁠

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4:30 Keyword search⁠

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4:41 Activating Search and viewing results⁠

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Refining Results

This video explains how to refine the initial results you might get from your search. It is important that you try to identify a manageable number of support services so that your client doesn’t have to trawl lots of information to decide what they might want to take up.

The video is divided into timed sections which allow you to easily dip in to the training video to get the reminder you need:

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0:46 Tags inside the sidebar⁠

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1:00 Number of services returned in results⁠

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1:33 Different card views - List & Tile⁠

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2:53 View Service details⁠

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4:16 Refining search results⁠

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Favourites

This video explains how to use favourites. Basically if you ‘favourite’ some support services for your client, you are then able to send them a link through any messenger app which if they click to open will give them their very own Service Finder with just the services you have 'favourited’ for them. You can also send them an email which will have the list of favourites in the email and they can simply click to take them to their Service Finder.

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0:57 Introduction to favourites⁠

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Conversation dashboard

This video shows exactly what is possible for the frontline worker with an account. (see setting up an account video) The conversation dashboard is designed for a frontline worker to chat with their client and easily identify appropriate support through whichever filter is appropriate and the easiest.

Pathways are pre-configured such that you can just click which applies and press search to get appropriate support services.

Questions are designed such that the answers from your client generate appropriate support services.

You may know their primary circumstances e.g. unemployed, isolated, homeless and can enter that to get appropriate support services.

Or you may simply know the type of service that your client needs and can just search for this close to their home.

There are other filters that you can apply - no costs, drop-in, home visit, female only, only on Tuesdays etc

The video is divided into timed sections which allow you to easily dip in to the training video to get the reminder you need:

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0:52 Logging into Service Finder⁠

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1:35 Accessing the conversation dashboard⁠

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2:27 Introduction to the conversation dashboard⁠

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3:00 Using the Type of Service filter⁠

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3:37 Using the Keyword search with the conversation dashboard⁠

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3:53 Using Pathways⁠

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4:43 Using Questions and Answers⁠

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4:57 Applying filters to search⁠

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Organisations and Venues

This video introduces searching for services by organisation and venue. Your clients might trust a certain organisation or know a particular venue. You easily find that organisation or venue and see what services are available.

The video is divided into timed sections which allow you to easily dip in to the training video to get the reminder you need:

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0:38 Introducing Organisation & Venue search⁠

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1:32 Using Organisation search⁠

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2:20 Using Venue search⁠

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