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Uniform stock management for healthcare linen rooms: the coordinator app, the phone counter and the staff app, for your own server. Built from a113353 on 2026-09-15. Licensed under the Functional Source License (FSL-1.1-ALv2).
74 lines
4.2 KiB
Markdown
74 lines
4.2 KiB
Markdown
---
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title: Set up in an afternoon
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section: start
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order: 2
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summary: From creating the facility to the first garment issued at the counter, in the order the first-run checklist asks for it.
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screen: Today
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role: Admin
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keywords: sign up, signup, create account, new facility, setup, onboarding, checklist, plan, trial, import, opening stock, first issue
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---
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## Create the facility
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Sign-up is three steps.
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1. **You.** First name, last name, work email and a password of at least 8 characters. Password resets go to that email, so it has to be right.
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2. **Your facility.** The facility name, plus two optional answers. `Setting` (Hospital, Aged care, Community health or Other) chooses a starting list of staff groups. `State or territory` sets the time zone that counts and month-end are read in, and nothing else.
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3. **Plan**, or **Confirm** when the server is not offering plans. Where the server publishes terms or a privacy policy, the create button stays off until you tick that you agree.
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The plan step offers two choices. Neither takes a card.
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| Plan | Price | Limit |
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|---|---|---|
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| Hosted Small | Free | Up to 60 staff records |
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| Hosted Facility | 30-day trial | Then $1,290 a year |
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Health Service is not offered at sign-up. A facility created while plans are not live is free with everything, for good. A Community edition server has no plans and no staff-record ceiling.
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## What is written
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| Record | Change | Undo |
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|---|---|---|
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| Facility | Created with your name as coordinator, the plan you chose, any seeded staff groups and the time zone | See [Delete an account](/docs/account/delete-an-account) |
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| User | You, as `Admin`, with the title Uniform Coordinator | Edit under `Settings › People & sign-in` |
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| Email | A welcome note to the address you typed | None |
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Sign-up is refused for an email that already has an account, and after 5 sign-ups from one connection in an hour. `Open ThreadCount` then takes you to the dashboard with the welcome checklist showing.
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## Staff groups
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Staff groups are under `Settings › Issuing rules`, in the Staff groups list. Each group is on one route: `FTE table`, `Starting kit` or `Manager approval`. While a facility has no staff groups, everybody is on manager approval.
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`Rename` moves every staff record filed under the group to the new name and keeps its route. A group with people in it cannot be removed. The rules for each route are on [Groups and routes](/docs/people/groups-and-routes).
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## Load your data
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`Settings › Data › Import from CSV` takes a spreadsheet saved as CSV.
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1. **Choose what you are importing** from the list.
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2. **Press `Download template`** and fill it in.
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3. **Press `Import CSV`** and choose the file. Re-importing updates matching rows.
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Import is shown to Admins only, and each user is limited to 20 imports in 10 minutes. Import the staff register and the catalogue first. The columns each template takes are on [CSV templates](/docs/reference/csv-templates). Add suppliers under `Settings › Catalogue & suppliers`, with their order email and lead time in days.
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## Opening stock and the first issue
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On `Stock › On hand`, set a reorder level for each size with the minus and plus buttons beside it. Then press `Adjust quantity` and choose `Opening balance`, which overwrites a line's opening balance and is for start-up only. Only an Admin can set an opening balance or a reorder level.
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When the shelf is loaded, go to `Counter` and issue a garment to someone on the register. [Issue a garment](/docs/counter/issue-a-garment) walks through the counter.
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## The first-run checklist
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The dashboard shows a checklist of six things a new facility does once.
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1. Add staff, or import the register
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2. Add garments
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3. Set reorder levels
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4. Record opening stock
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5. Issue a garment
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6. Bind a barcode or print labels
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Each tick comes from the records, not from a click. For example, the first item is ticked once the staff register has a row in it. Every row still to do has a button to the screen that does it.
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The checklist disappears once all six are ticked, or once the facility is 60 days old and three or more are ticked. An Admin can hide it sooner with `Dismiss`, and it stays hidden for the whole facility. It does not appear in the phone app.
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