Register an ELFT QI project on Life QI
Step 1 – Locating the QI project charter
- When you login to platform, you will be on the “Start” page.
- Locate the “Projects” section on the left ribbon and click on it.
- Click on the “Start a new project +” button which will open the project charter form.
Step 2 – Workflow and title
- Ensure the “ELFT QI Projects” option is selected in the “Workflow” field.
- Give your project a title, for example “Enjoying Work – Team Name”.
- What is the problem you are trying to solve?
Step 3 – What are you trying to accomplish?
- What is your aim for the project?
- What is the rationale for the project?
Step 4 – Who’s involved & who can see the project?
- Every project needs to have three roles: Lead Directorate, Lead User and Lead Organisation before it can proceed
- Lead Directorate – You will need to select the Lead Directorate by clicking on “Lead Directorate”.
- Lead User – You will be automatically added as the Lead User as you are completing the project charter. This can be changed later if required.
- Lead Organisation – The organisation you are signed up with will automatically be set as the Lead Organisation.
- You will also be able to add the project team members by clicking on the “Invite new members +” button.
- You can search for the team member by typing in their name in the search bar.
- Team members must be registered on the Life QI platform before they can be added to a project.
- You will be able to set their role and what editing rights they will have on the project.
- Once you’ve added them to the project, they will appear under the “Ready to invite” until the charter is complete.
- There are two settings for viewing projects:
- Only members can view – only users linked to your project or Lead Organisation can view your project.
- Everyone can view – everyone on the Life QI platform can view your project.
- All ELFT projects should be set on “Only members can view”.
Step 5 – Categorise your project
- You can link Trust-wide priorities to the project.
- Click on the “Link a priority +” button.
- This will bring up all the priorities linked to your Lead Organisation.
- Simply select those priorities relevant to your project and click “Link +”.
- You can add tags to your projects that help identify them.
- Click on the “Add a tag +” button.
- Simply type in the keywords one by one and select them.
Step 6 – When and where is the project taking place?
- The start date would automatically be populated to today’s date.
- The end date would automatically be populated for a month from today’s date. To change it, simply click on the field and a calendar will appear allowing you to set the new date.
- Enter the location of where the project is taking place.
Step 7 – Workflow actions
- ELFT projects require a few additional questions answered around the project structures in place.
- The “Additional Information Required” will be highlighted in red. Click on the “Open” button which will bring up a new report.
- All the fields from the previous report will appear at the top of the page.
- There are six questions and the bottom of the page that need answering. Your answers will help your directorate sponsors ensure all the relevant structures are in place before they can approve the project.
- Once the question have been answered, click on the “Create report” button at the bottom of the report.
- The “Additional Information Required” area should no longer be highlighted in red. It will have “Done” appear on the right.
Step 8 – Workflow actions
- Once the project charter is complete, you need to submit it for approval from your directorate’s sponsors.
- There are two options:
- Request approval now – If your project charter is complete, you can select this option and it will be sent for approval.
- Create a draft – if your project charter is not ready for submission, you can save it as a draft. You can come back to the project and edit all the relevant fields before you submit it for approval.
- Once you have submitted the project for approval, the project will be locked until it is approved.
- The Driver Diagram, PDSA and Measures and Charts area will be locked.
- The project progress score will be 0.5 until it is approved. Once approved, it will automatically change to 1.0.
- Upon approval, all the features of the project will be unlocked, allowing you to start testing.
Life QI – Guidance