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Avatar Appointment Scheduling 2023 Update 6

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Product Requirements / Recommendations

Avatar Appointment Scheduling required
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Product Update Form Description

The form 'Staff Members Hours and Exceptions' is enhanced to facilitate copying hours from a different staff member. A new field is added to the form, labeled 'Select Other Staff Member to Copy Hours From' along with a button labeled 'Copy From Other Staff Member Hours'.

Included Updates

2, 5

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'Staff Members Hours and Exceptions' - Copy Staff Members Hours
The 'Staff Members Hours and Exceptions' form is enhanced to allow copying staff hours from a different staff member. The 'Select Other Staff Member to Copy Hours From' and 'Copy From Other Staff Member Hours' fields are added to support this functionality.
Value Added: The ability to copy staff member hours from a different staff member.
Topics
• Staff Members Hours And Exceptions
 
Acceptance Tests
AV-84595 Summary | Details
'Staff Members Hours and Exceptions' - Copy Staff Members Hours
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Members Hours And Exceptions
Scenario 1: Staff Members Hours and Exceptions - Copy Staff Member Hours
Specific Setup:
  • The following practitioners are defined:
  • "Practitioner A" without hours defined in 'Staff Members Hours and Exceptions'
  • "Practitioner B" without hours defined in 'Staff Members Hours and Exceptions'
  • "Practitioner C" with hours defined in 'Staff Members Hours and Exceptions' with an 'Effective Date' earlier than the 'Registration Date' for "Practitioner A"
  • "Practitioner D" with hours defined in 'Staff Members Hours and Exceptions' with an 'Effective Date' after the 'Registration Date' for "Practitioner A".
Steps
  1. Access the 'Staff Members Hours and Exceptions' form for "Practitioner A".
  2. Validate the 'Select Other Staff Member to Copy Hours From' and 'Copy From Other Staff Member Hours' fields are displayed.
  3. Click [Copy From Other Staff Member Hours].
  4. Validate an error message is displayed stating: No Other Staff Member to copy hours from has been specified.
  5. Click [OK].
  6. Select "Practitioner A" in the 'Select Other Staff Member to Copy Hours From' field.
  7. Click [Copy From Other Staff Member Hours].
  8. Validate an error message is displayed stating: Staff Member Id and Other Staff Member Id are the same, hours cannot be copied.
  9. Click [OK].
  10. Select "Practitioner B" in the 'Select Other Staff Member to Copy Hours From' field.
  11. Click [Copy From Other Staff Member Hours].
  12. Validate an error message is displayed stating: "Practitioner B" does not have any hours to copy.
  13. Click [OK].
  14. Select "Practitioner C" in the 'Select Other Staff Member to Copy Hours From' field.
  15. Click [Copy From Other Staff Member Hours].
  16. Validate a 'Staff Hours Conflicts' message is displayed stating: Hours with Effective Date (XX/XX/XXXX) before Clinician Registered Date (XX/XX/XXXX) will not be copied.
  17. Click [Yes].
  18. Validate no data is displayed in the 'Staff Member Hours' grid.
  19. Click [Close/Cancel].
  20. Select "Practitioner D" in the 'Select Other Staff Member to Copy Hours From' field.
  21. Click [Copy From Other Staff Member Hours].
  22. Validate the 'Staff Members Hours' grid is displayed with the hours copied from "Practitioner D".
  23. Click [Save] and [Yes].
  24. Submit the form.
  25. Access the 'Staff Members Hours and Exceptions' form for "Practitioner A".
  26. Click [Staff Member Hours].
  27. Validate the grid contains the hours copied over in the previous steps.
  28. Click [Close/Cancel] and close the form.
  29. Access Crystal Reports or other SQL Reporting Tool.
  30. Create a report using the 'SYSTEM.appt_staff_hours' SQL table.
  31. Validate a row(s) is displayed for "Practitioner A" for the staff member hours copied/filed in the previous steps.
  32. Validate the 'staff_hours_row_id_copied' field is populated with an ID for the hours that were copied from "Practitioner D".
  33. Close the report.
Scenario 2: Staff Member Hours and Exceptions - Copy Staff Hours with Duplicate Data
Specific Setup:
  • A site is defined with hours for scheduling (Site A).
  • A practitioner is defined with hours for "Site A" Monday-Wednesday from 9:00AM to 5:00PM (Practitioner A).
  • A practitioner is defined with hours for "Site A" Wednesday-Friday from 9:00AM to 5:00PM (Practitioner B).
Steps
  1. Access the 'Staff Members Hours and Exceptions' form for "Practitioner A".
  2. Select "Practitioner B" in the 'Select Other Staff Member to Copy Hours From' field.
  3. Click [Copy From Other Staff Member Hours].
  4. Validate a 'Staff Hours Conflicts' message is displayed stating: The following new row(s) would be in conflict with existing data and will not be included: Row 3 Day(4), Site(A), from 09:00AM to 05:00PM conflicts with Row 4 from 09:00 AM to 05:00PM. Do you want to continue?
  5. Click [Yes].
  6. Validate the 'Staff Members Hours' grid is displayed and does not contain any duplicate data. The grid displays the existing hours for "Practitioner A" from Monday-Wednesday, with the addition of hours copied from "Practitioner B" for Thursday-Friday.
  7. Click [Save] and [Yes].
  8. Submit the form.
  9. Access the 'Staff Members Hours and Exceptions' form for "Practitioner A".
  10. Click [Staff Members Hours].
  11. Validate the 'Staff Members Hours' grid is displayed with the hours filed in the previous steps.
  12. Click [Close/Cancel] and close the form.
Topics
• Staff Members Hours And Exceptions
Table Changes
Table Column Change
SYSTEM.AppointmentStaffHours staff_hours_row_id_copied added
SYSTEM.AppointmentStaffHoursAudit staff_hours_row_id_copied added