Task List - 'Export/Import' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Orders This Episode
- Task Associations
- Task Definitions
- Task List Export/Import
Scenario 1: Task List - Export/Import Form - Task Definitions
Specific Setup:
- A modeled form must exist. (Modeled Form A)
- In the 'Task Definitions' form, a task must be defined with the following settings (Task A)
- 'Task Action Type' = "Modeled Form".
- 'Form' = "Modeled Form A".
- A frequency with scheduled hours of administration must exist. (Frequency Code A)
- A pharmacy-type order code must exist. (Order Code A)
- In the 'Task Associations' form, "Task A" must be associated via 'Order Entry' to "Order Code A".
- A client must have an active episode. (Client A)
- “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
- Access the 'Task List Export/Import' form.
- Select "Specific Task Type" from the 'Export All/Selected Task Types' field.
- Select "Task Definition" form the 'Task Types to Export' field.
- Select "Select Task Definitions" from the 'Export All Task Frequencies' field.
- Check "Task A" from the 'Task Definitions to Export' field.
- Click [Export Selected Task Items] and confirm a "TaskListExport (#).XML" file is downloaded.
- Click [Import Tasks] and then click [Select File To Import].
- Select the recently downloaded "TaskListExport (#).XML" file and then click [Validate Import File].
- Confirm that the 'Validation Results' field contains "Validation completed with no Errors or Warnings.".
- Click [Post Import File], confirm the dialog states "File Posted Successfully" and click [OK].
- Click [Discard], validate the 'Confirm Close' dialog states "Are you sure you want to Close without saving" and click [Yes].
- Access the 'Task Definitions' form.
- Select "Edit" from the 'Add/Edit Task Definition' field.
- Search for and select "Task A" from the 'Existing Task Code' field.
- Validate "Modeled Form" is selected from the 'Task Action Type' field.
- Validate "Modeled Form A" is selected from the 'Form' field.
- Click Discard.
- Select "Client A" and access the Order Entry Console.
- Search for and select "Order Code A" from the 'New Order' field.
- Select "Frequency Code A" from the 'Freq' field.
- Populate any remaining required fields, click [Add to Scratchpad] and [Sign].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate that a task for "Task A" is visible under every scheduled hour of administration defined for "Frequency Code A".
- Click [Task A], validate the 'Enter Completion Date and Time' dialog is launched and click [Open Form].
- Validate that "Modeled Form A" is successfully launched.
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Topics
• NX
• Task List
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