Task 1.3 - Add a Custom Location Object

Task Overview

In this tutorial task, you'll learn how to add a custom location object by creating a meeting place where two staff members can consult with each other. You'll also add a patient examination phase and staff consultation phase to the PatientTrack process flow that will put the new custom object to use. In this phase, the MD that examined the patient will discuss the patient's treatment with an RN.

At the end of the tutorial task, you'll also additional phases to the end of the patient track: a treatment phase, a patient education phase, and a departure phase.

When you're finished, your model will function similar to the following image:

Step 1 Create a Custom Location Object

In this step, you'll create a custom location object: a meeting place where two staff members can consult with each other. Visually, it will look like a circle on the floor:

When you're working with custom location objects, you need to assign the object's enter and exit instructions. These instructions tell the object which animations it should apply when it's interacting with different types of people-based objects. You can assign different instructions to different types of people-based objects if needed.

For the meeting place object, you'll create two sets of instructions: one for the first staff member that enters the object and one for the second staff member. You'll create enter instructions that will tell each staff member where to stand and will animate them talking to each other. This animation will loop continuously until the staff members leave the object. The meeting place object won't need any exit instructions, so you'll delete the default instructions.

To create this custom location object:

  1. Make sure the 3D model is currently the active window. In the left pane, click the Library tab to open the Library.
  2. In the Library under the People group, click the Location object to open a menu of location objects. Drag a Chair object into the model.

  3. Double-click Chair1 to open its properties window.
  4. Rename the object MeetingPlace.
  5. In the General tab, find the 3D Shapes box. In the unnamed box right underneath it, click the Sampler button to enter sampling mode.
  6. Click the Shape object in the Library (under the Visual group) to sample its cylinder shape.
  7. Change the Size properties as follows:
    • X-Size: 2.00
    • Y-Size: 2.00
    • Z-Size: 0.01

  8. In the Enter Instructions tab, click the Template menu and select Custom.
  9. In the Role list on the left, select each role and use the Delete button to delete all the roles from the list.
  10. Click the Add button to add a new role to the list.
  11. In the Name box, delete the text and type Person.
  12. In the Condition box, type 1.
  13. Click the Apply button to save these changes.
  14. Back by the Role list on the left, click the arrow next to the Add button to open a menu. Select Add Sub Role.
  15. In the Name box, delete the text and type First.
  16. In the Condition box, type roleRank == 1.
  17. Click the Apply button to save these changes.
  18. Next to the Instructions box, click the Add button to open a menu. Select Walk to Location to add this instruction.
  19. Repeat the previous step to add a Set Rotation instruction and a Play Animation instruction as well.
  20. Click the arrow next to the Play Animation instruction box to open a menu. Point to Person Animations, then select Stand.
  21. At the top of all the instructions, check the Planner Person checkbox. You'll see a person appear on the MeetingPlace shape in the 3D model.
  22. Reposition the Planner Person so that it is on one side of the MeetingPlace shape.

  23. Click the Apply Planner Position button next to the Walk to Position instructions to change the offsets.

  24. In the Role list, confirm that the First role still selected. Then click the Duplicate button to make a copy of this role.

  25. In the Name box, delete the text and type Second.
  26. In the Condition box, type roleRank == 2.
  27. Click the Apply button to save these changes.
  28. Click the arrow next to the Play Animation instruction box to open a menu. Point to Person Animations, then select Shrug.
  29. Reposition the Planner Person so that it is on the opposite side of the MeetingPlace shape.
  30. Click the Apply Planner Position button next to the Walk to Position instructions to change the offsets.

  31. In the Set Rotation instructions, change the Z to -180.00.
  32. Clear the Planner Person checkbox.

  33. Click the Apply button to save these changes.
  34. In the Exit Instructions tab, click the Template menu and select Custom.
  35. In the Role list on the left, select the role and use the Delete button to delete the role from the list.
  36. Press the OK button to save the changes and close the properties window.

You'll test your custom object by building a process flow activity that includes it in the next two steps.

Step 2 Add Exam and Staff Consultation Phases

In this step, you'll add two phases to the patient track. The first phase will be an examination phase in which a doctor will examine the patient. The next phase that will use the new custom location object you created in the previous step. In this phase, the MD that performed the patient examination will consult with an RN about the patient's treatment.

When you're finished, your process flow should look similar to the following image:

For now, you'll merely add and connect these activities to the process flow. You'll edit the properties to add logic in a later step.

To add and connect these activities:

  1. Make sure the PatientTrack process flow is open and active. In the Library under the People Activity Sets group, add the following activity sets to your process flow:
    • A Process with Staff activity set
    • A Two Staff Meet activity set
  2. Rename the two new shapes as follows:
    3. Activity or Shared Asset New Name
    Process with Staff MD Examination
    Two Staff Meet Staff Consultation
  3. Press and hold the Ctrl key. In the MD Examination shape, click the Release Staff activity and move it from the stacked block to another space in the process flow.
  4. Delete the Release Staff activity.
  5. Repeat the previous steps to delete the following activities and shared assets from the Staff Consultation shape:
    • The Acquire MD activity
    • The RN shared asset
    • The MD shared asset
  6. From the Library under the Basic group, add a Decide activity to the end of the last activity block in the Staff Consultation phase.
  7. Rename the activities and shared assets in the MD Examination shape as follows:
    8. Activity or Shared Asset New Name
    Staff Exam MDs
    Acquire Staff Acquire Exam MD
    Walk Walk to Patient
    Process Examine Patient
  8. Rename the activities in the Staff Consultation shape as follows:
    9. Activity New Name
    Acquire RN Acquire Exam RN
    MD to Office Exam MD to Meeting Place
    RN to Office Exam RN to Meeting Place
    Process Discuss Treatment
    Release RN Release Exam RN
    Release MD Release Exam MD
    Decide Decide Treatment
  9. Create connectors from the following activities:
    • From the Release Triage RN activity (in the Escort to Exam Room shape) to the Acquire Exam MD activity (in the MD Examination shape)
    • From the Release Exam RN activity (in the Escort to Exam Room shape) to the Acquire Exam MD activity (in the MD Examination shape)
    • From the Examine Patient activity to the Acquire Exam RN activity (in the Staff Consultation shape)

Check that your process flow looks similar to the image at the beginning of this step.

Step 3 Edit the Exam and Consultation Activities

In this step, you'll edit the properties for the new activities you added in the previous step. Because you are using activity sets, most of the activities are already set up to work correctly already. However, you will need to make a few changes, especially since you deleted a few of the shared assets from the activity sets.

The following is an overview of how the activities and shared assets in the MD Examination phase will function:

Activity or Shared Asset Explanation
Exam MDs This shared asset will link to the MDs group in the 3D model.
Acquire Exam MD This activity will acquire a member of the MDs group. If all members of the MDs group are busy working on other tasks, the token will wait at this activity until an MD is free.
Walk to Patient Once an MD has been acquired, this activity will tell the MD to walk to the current patient's location.
Examine Patient This activity will represent the amount of time it takes the MD to examine the patient. You'll set that time to 20 seconds for now.

The following is an overview of how the activities in the Staff Consultation phase will function:

Activity Explanation
Acquire Exam RN This activity will acquire a member of the RNs group. If all members of the RNs group are busy working on other tasks, the token will wait at this activity until an RN is free.
Split This activity will split the current patient's token into two tokens in order to give coordinated travel tasks to the MD and the RN. The MD and RN will perform the next two travel tasks at the same time.
Exam MD to Meeting Place This activity will tell the acquired Exam MD to walk to the MeetingPlace object in the 3D model.
Exam RN to Meeting Place This activity will tell the acquired Exam RN to walk to the MeetingPlace object in the 3D model.
Join Once the coordinated travel tasks are complete, the two tokens can be joined together into one token again.
Discuss Treatment This activity will represent the amount of time it takes the MD to discuss the patient's treatment with the RN. You'll set that time to 10 seconds for now.
Release Exam RN This activity will release the Exam RN that was acquired earlier in the process flow. Afterwards, the RN will then be free to work on other tasks or to be acquired by other patients.
Release Exam MD This activity will release the Exam MD that was acquired earlier in the process flow. Afterwards, the MD will then be free to work on other tasks or to be acquired by other patients.
Decide Treatment For now, this activity is just a placeholder activity. In the future, you'll use it to determine which treatment the patient will receive. For now, you'll just use the default settings, which menas you won't change it in this step.

To build this logic:

  1. In the MD Examination shape, click the Exam MDs shared asset to select it. In Quick Properties, click the arrow next to the Staff box to open a menu. Point to Staff Groups, then select MDs.

  2. Click the Examine Patient activity to select it. In the Process Time box, delete the current text and type 20.00.

  3. In the Staff Consultation shape, click the Acquire Exam RN activity to select it. Click the No Link button next to the activity to enter sampling mode.
  4. Click the Exam RNs shared asset in the Escort to Exam Room shape to sample it. A blue line will appear to show that the activity is linked.
  5. Click the Exam MD to Meeting Place activity to select it. In Quick Properties next to the Person box, click the Sampler button to enter sampling mode.
  6. Click the Exam MDs in the MD Examination shape to sample it.
  7. In Quick Properties next to the Destination box, click the Sampler button to enter sampling mode.
  8. In the 3D model, click the MeetingPlace object to open a menu. Select Meeting Place to sample it.

  9. Click the Exam RN to Meeting Place activity to select it. In Quick Properties next to the Person box, click the Sampler button to enter sampling mode.
  10. Click the Exam RNs in the Escort to Exam Room shape to sample it.
  11. In Quick Properties next to the Destination box, click the Sampler button to enter sampling mode.
  12. In the 3D model, click the MeetingPlace object to open a menu. Select Meeting Place to sample it.

  13. Click the Discuss Treatment activity to select it. In the Process Time box, delete the current text and type 10.00.
  14. In the second Object box, click the Sampler button to enter sampling mode.
  15. Click the Exam RNs in the Escort to Exam Room shape to sample it.
  16. In the third Object box, click the Sampler button to enter sampling mode.
  17. Click the Exam MDs in the MD Examination shape to sample it.

  18. Click the Release Exam RN activity to select it. In Quick Properties next to the Staff Resource box, click the Sampler button to enter sampling mode.
  19. Click the Exam RNs in the Escort to Exam Room shape to sample it.

  20. Click the Release Exam MD activity to select it. In Quick Properties next to the Staff Resource box, click the Sampler button to enter sampling mode.
  21. Click the Exam MDs in the MD Examination shape to sample it.

Reset and run the model:

After the patient arrives in the exam room, an MD should go examine the patient for 20 seconds. Afterwards, the MD and RN should now go to the meeting place and consult about the patient's treatment for 10 seconds.

Step 4 Add Additional Phases and Activities

In this step, you'll create three additional phases in your PatientTrack process flow: Treatment, Patient Education, and Departure. You'll use the Process with Staff activity set again and you'll use the Escort Patient to Exit activity set for the first time.

When you're finished, your process flow should look similar to the following image:

For now, you'll merely add and connect these activities in these new phases. You'll edit the properties to add logic in a later step.

To add these activities:

  1. Make sure the PatientTrack process flow is open and active. From the Library under the Flowchart group, add a Process shape to process flow.
  2. In the Library under the People Activity Sets group, add the following activity sets to your process flow:
    • A Process with Staff activity set
    • An Escort Patient to Exit activity set
  3. Rename two of the new shapes as follows:
    4. Shape New Name
    Process Treatment
    Process with Staff Patient Education
  4. From the Library under the People Basic group, add a Process activity to the Treatment shape.
  5. Rename this activity as Treat Patient.
  6. Press and hold the Ctrl key. In the Escort Patient to Exit shape, click the Process activity and move it from the stacked block to another space in the process flow.
  7. Delete the Process activity.
  8. Delete the two Staff shared assets from the Patient Education and Escort Patient to Exit shapes.
  9. From the Library under the People Resources group, add a Release Location activity, inserting it after the Escort Person activity in the Escort Patient to Exit shape.
  10. Rename the activities in the Patient Education shape as follows:
    11. Activity or Shared Asset New Name
    Acquire Staff Acquire Exam MD
    Walk Walk to Patient
    Process Inform Patient
    Release Staff Release Exam MD
  11. Rename the activities in the Escort Patient to Exit shape as follows:
    12. Activity or Shared Asset New Name
    Acquire Staff Acquire Exam RN
    Escort Person Escort Patient to Exit
    Release Location Release Exam Room
    Release Staff Release Exam RN
  12. Create connectors from the following activities:
    • From the Decide Treatment activity to the Treat Patient activity
    • From the Treat Patient activity to the Acquire Exam MD activity
    • From the Release Exam MD activity to the Acquire Exam RN activity

Check that your process flow looks similar to the image at the beginning of this step.

Step 5 Edit the Activity Properties

In this step, you'll add the logic for the three new phases that you added in the previous step. You'll create the logic for the patient to receive treatment, followed by a brief meeting with the doctor that performed the original examination before the patient is discharged. Lastly, a nurse will escort the patient to the exit and the patient will then leave the simulation.

The following is an overview of how the activities will function:

Activity Explanation
Treat Patient This activity will act as a stand-in for the amount of time that it takes the patient to receive treatment. This is a placeholder activity for right now. You'll eventually replace this activity with more complex activities in a later tutorial task. For now, you'll set the delay time to 5 seconds.
Acquire Exam MD This activity will acquire the same MD the patient acquired in an earlier step. If that specific MD is busy, the token will wait until that specific MD is available before moving to the next downstream activity.
Walk to Patient Once an MD has been acquired, this activity will tell the MD to walk to the current patient's location.
Inform Patient This activity will represent the amount of time it takes the MD to examine the patient. You'll set that time to 15 seconds for now.
Release Exam MD This activity will release the Exam MD that was acquired earlier in the process flow. The MD will then be free to work on other tasks or to be acquired by other patients.
Acquire Exam RN This activity will acquire the same RN the patient acquired in an earlier step. If that specific RN is busy, the token will wait until that specific RN is available before moving to the next downstream activity.
Escort Patient to Exit This activity will tell the previously acquired Exam RN to escort the patient to the exit.
Release Exam Room This activity will release the specific exam room the patient had acquired earlier in the process flow so that it is free for other patients to acquire.
Release Exam RN This activity will release the Exam RN that was acquired earlier in the process flow. The RN will then be free to work on other tasks or to be acquired by other patients.
Remove Patient This activity will remove the patient from the simulation model.

To build this logic:

  1. Click the Treat Patient activity to select it. In Quick Properties in the Process Time box, delete the current text and type 5.00.

  2. In the Patient Education shape, click the Acquire Exam MD activity to select it. In Quick Properties next to the Staff Resource box, click the Sampler button to enter sampling mode.
  3. Click the Exam MDs shared asset in the MD Examination shape to sample it.

  4. Click the Walk to Patient activity to select it. In Quick Properties next to Person box, click the Sampler button to enter sampling mode.
  5. Click the Exam MDs shared asset in the MD Examination shape to sample it.

  6. Click the Inform Patient activity to select it. In Quick Properties in the Process Time box, delete the text and type 15.00.
  7. Click the Advanced button to expand the activity.
  8. Next to second Object box, click the Delete button to delete this box.

  9. Click the Release Exam MD activity to select it. Click the No Link button next to the activity to enter sampling mode.
  10. Click the Exam MDs shared asset in the MD Examination shape to sample it. A blue line will appear to show that the activity is linked.
  11. In the Staff Consultation shape, click the Acquire Exam RN activity to select it. Click the No Link button next to the activity to enter sampling mode.
  12. Click the Exam RNs shared asset in the Escort to Exam Room shape to sample it. A blue line will appear to show that the activity is linked.
  13. Click the Escort Patient to Exit activity to select it. In Quick Properties next to the Staff box, click the Sampler button to enter sampling mode.
  14. Click the Exam RNs shared asset in the Escort to Exam Room shape to sample it.

  15. Click the Release Exam Room activity to select it. Click the No Link button next to the activity to enter sampling mode.
  16. Click the Exam Rooms shared asset in the Escort to Exam Room shape to sample it. A blue line will appear to show that the activity is linked.
  17. Click the Release Exam RN activity to select it. Click the No Link button next to the activity to enter sampling mode.
  18. Click the Exam RNs shared asset in the Escort to Exam Room shape to sample it. A blue line will appear to show that the activity is linked.

Reset and run the simulation model:

As you watch, the MD will briefly meet with the patient and then the patient will depart the emergency room.

Conclusion

At this point, the basic structure of your patient track is now in place. In the next tutorial task, you'll make the simulation model more complex by adding conditional treatment phases to the patient track. You'll also learn how to use equipment and transport objects in your model. Continue on to Tutorial Task 1.4 - Add Transport and Equipment Objects.