Skip to main content

Avatar CWS 2023 Update 35

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar CWS required
RADplus required

Product Update Form Description

The 'Manage Observer Caseload' form is updated to capture additional information. A new registry setting is introduced, 'Allow Clear All Caseloads', which will control if users can clear all caseloads within the 'Manage Observer Caseload' form.

Included Updates

15, 15.1, 28

Required Updates

Avatar CWS 2022 Update 16
Details
NEW2 CHANGED0 FIXED0
New (2)
Manage Observer Caseload - New Fields
The 'Manage Observer Caseload' form is updated to capture additional information with the following new fields:
* 'Credentials'
* 'Credentials (from Staff)'
* 'Credentials (To Staff)'
* 'Caseload Assigned By'
* 'Run Caseload Report'
* 'Reason to Remove Caseload'
* 'Transfer Caseload Reason'
The 'Observer.caseload_audit' SQL table is updated accordingly.
Value Added: The ability to capture additional information in the 'Manage Observer Caseload' form
Topics
• Manage Observer Caseload
 
Manage Observer Caseload - 'Allow Clear All Caseloads' registry setting
The 'Allow Clear All Caseloads' registry setting is introduced which will control if users can clear all caseloads within the 'Manage Observer Caseload' form.
* When set to "Y", users will be able to clear all caseloads within the 'Manage Observer Caseload' form.
* When set to "N", users will not be allowed to clear all caseloads within the 'Manage Observer Caseload' form.
Value Added: The ability to control if a user can 'Clear All Caseloads' in the 'Manage Observer Caseload' form via registry setting
Topics
• Manage Observer Caseload • Registry Settings
 
Acceptance Tests
AV-77406 Summary | Details
Manage Observer Caseload - New Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Manage Observer Caseload
Scenario 1: Manage Observer Caseload - Manage Caseload - Validate Caseload Report
Specific Setup:
  • A user is defined with an associated practitioner that has credentials on file (User A).
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not in "User A's" observer caseload.
Steps
  1. Access the 'Manage Observer Caseload' form.
  2. Validate the following new fields are displayed:
  3. 'Credentials'
  4. 'Caseload Assigned By'
  5. 'Reason to Remove Caseload'
  6. 'Run Caseload Report'
  7. Select "User A" in the 'Select User' field.
  8. Validate the 'Credentials' field is read-only and contains the practitioner credentials for "User A".
  9. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  10. Select "Add" in the 'Add or Remove Client From Caseload' field.
  11. Validate the 'Reason to Remove Caseload' field is disabled. This field will only be enabled when "Remove" is selected in the 'Add or Remove Client From Caseload' field.
  12. Select the unit "Client A" is admitted into in the 'Unit' field.
  13. Click [Update Caseload].
  14. Validate the 'Current Caseload' field contains "Client A".
  15. Click [Run Caseload Report].
  16. Validate the report is displayed and contains the following:
  17. For "User A" there will be a record for "Client A" with the following details:
  18. Action - Added
  19. Assigned Date - Added date
  20. Assigned Time - Added time
  21. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  22. Close the report.
  23. Access Crystal Reports or other SQL Reporting tool.
  24. Select the CWS namespace.
  25. Create a report using the 'Observer.caseload_audit' SQL table.
  26. Validate there is a row for "Client A" being added to "User A" caseload.
  27. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user.
  28. Validate the 'assigned_date' contains the date "Client A" was added.
  29. Validate the 'assigned_time' field contains the time "Client A" was added.
  30. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  31. Validate the 'PATID' field contains "Client A".
  32. Validate the 'action_code' field contains "A".
  33. Validate the 'action_value' field contains "Added".
  34. Validate the 'client_name' field contains "Client A".
  35. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  36. Navigate back to the 'Manage Observer Caseload' form.
  37. Validate the 'Select User' field contains "User A".
  38. Validate the 'Caseload Assigned By' field contains the logged in user.
  39. Select "Remove" in the 'Add or Remove Client From Caseload' field.
  40. Validate the 'Reason to Remove Caseload' field is now enabled.
  41. Select the desired value in the 'Reason to Remove Caseload' field. Note: this is a user defined dictionary - user can right click to add dictionary values.
  42. Select "Client A" in the 'Select Clients' field.
  43. Click [Update Caseload].
  44. Validate a message is displayed stating: You are about to remove the selected client(s) from the caseload of "User A". Are you sure you want to continue?
  45. Click [OK].
  46. Validate the 'Current Caseload' field does not contain "Client A".
  47. Click [Run Caseload Report].
  48. Validate the report is displayed and contains the following:
  49. For "User A" there will be a record for "Client A" with the following details:
  50. Action - Removed
  51. Assigned Date - Removed date
  52. Assigned Time - Removed time
  53. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  54. Reason - Value selected in the 'Reason to Remove Caseload' field
  55. Close the report and the form.
  56. Access Crystal Reports or other SQL Reporting tool.
  57. Refresh the report using the 'Observer.caseload_audit' SQL table.
  58. Validate there is a row for "Client A" being removed from "User A" caseload.
  59. Validate the 'assigned_by_user_id' and 'assigned_by_user_name' fields contain the 'Caseload Assigned By' user if populated, if not, the logged in user.
  60. Validate the 'assigned_date' contains the date "Client A" was removed.
  61. Validate the 'assigned_time' field contains the time "Client A" was removed.
  62. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  63. Validate the 'PATID' field contains "Client A".
  64. Validate the 'action_code' field contains "R".
  65. Validate the 'action_value' field contains "Removed".
  66. Validate the 'client_name' field contains "Client A".
  67. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  68. Validate the 'removal_code' and 'removal_value' field contains the corresponding code/value for the value selected in the 'Reason to Remove Caseload' field.
  69. Close the report.
Scenario 2: Manage Observer Caseload - Transfer Caseload - Validate Caseload Report
Specific Setup:
  • Two users are defined with associated practitioners that have credentials on file (User A & User B).
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not in the observer caseload of "User A" or "User B".
Steps
  1. Access the 'Manage Observer Caseload' form.
  2. Select "User A" in the 'Select User' field.
  3. Select "Add" in the 'Add or Remove Client From Caseload' field.
  4. Select the unit "Client A" is admitted into in the 'Unit' field.
  5. Select "Client A" in the 'Select Clients' field.
  6. Click [Update Caseload].
  7. Validate the 'Current Caseload' field contains "Client A".
  8. Select the "Transfer Caseload" section.
  9. Validate the following new fields are displayed:
  10. 'Credentials (From Staff)'
  11. 'Credentials (To Staff)'
  12. 'Transfer Caseload Reason'
  13. 'Caseload Assigned By'
  14. 'Run Caseload Report'
  15. Select "User A" in the 'Transfer Caseload From' field.
  16. Validate the 'Credentials (From Staff)' field is read-only and contains the practitioner credentials for "User A".
  17. Select "User B" in the 'Transfer Caseload To' field.
  18. Validate the 'Credentials (To Staff)' field is read-only and contains the practitioner credentials for "User B".
  19. Select "Client A" in the 'Select Clients' field.
  20. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  21. Select the desired value in the 'Transfer Caseload Reason' field. Note: this is a user defined dictionary - user can right click to add dictionary values.
  22. Click [Transfer Caseload].
  23. Validate a message is displayed stating: Selected client(s) will be transferred from the caseload of "User A" to "User B". Are you sure?
  24. Click [OK] and [Run Caseload Report].
  25. Validate the report is displayed and contains the following:
  26. For "User B" there will be a record for "Client A" with the following details:
  27. Action - Added
  28. Assigned Date - Transfer date
  29. Assigned Time - Transfer time
  30. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  31. Reason - Value selected in the 'Transfer Caseload Reason' field
  32. For "User A" there will be a record for "Client A" with the following details:
  33. Action - Removed
  34. Assigned Date - Transfer date
  35. Assigned Time - Transfer time
  36. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  37. Reason - Value selected in the 'Transfer Caseload Reason' field'
  38. Close the report and the form.
  39. Access Crystal Reports or other SQL Reporting tool.
  40. Select the CWS namespace.
  41. Create a report using the 'Observer.caseload_audit' SQL table.
  42. Validate there are two rows for the caseload transfer from "User A" to "User B".
Topics
• Manage Observer Caseload
AV-77697 Summary | Details
Manage Observer Caseload - 'Allow Clear All Caseloads' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Observer Caseload
  • Registry Settings (PM)
Scenario 1: Manage Observer Caseload - Clear Caseload - Validate the 'Allow Clear All Caseloads' registry setting
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
  • "Client A" is not part of the logged in user's caseload (User A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the default 'Registry Setting Value' is "Y".
  5. Validate the 'Registry Setting Details' field contains: Enter 'Y' to allow 'Clear All Caseloads' in the 'Manage Observer Caseload' form. Enter 'N' to disallow 'Clear All Caseloads' in the 'Manage Observer Caseload' form.
  6. Click [Submit] and close the form.
  7. Access the 'Manage Observer Caseload' form.
  8. Search for and select "User A" in the 'Select User' field.
  9. Select "Add" in the 'Add or Remove Client From Caseload' field.
  10. Select the unit that "Client A" is admitted into in the 'Unit' field.
  11. Select "Client A" in the 'Select Clients' field.
  12. Click [Update Caseload].
  13. Validate the 'Current Caseload' field contains "Client A".
  14. Select the "Clear All Caseloads" section.
  15. Click [Clear All Caseloads].
  16. Validate a message is displayed stating: You are about to clear observation caseloads for all users. Do you want to continue?
  17. Click [OK].
  18. Validate a message is displayed stating: NTST Observer caseloads are cleared for all users.
  19. Click [OK].
  20. Select the "Manage Caseload" section.
  21. Search for and select "User A" in the 'Select User' field.
  22. Validate the 'Current Caseload' field no longer contains "Client A".
  23. Close the form.
  24. Access the 'Registry Settings' form.
  25. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field.
  26. Click [View Registry Settings].
  27. Enter "N" in the 'Registry Setting Value' field.
  28. Click [Submit] and close the form.
  29. Access the 'Manage Observer Caseload' form.
  30. Search for and select "User A" in the 'Select User' field.
  31. Select "Add" in the 'Add or Remove Client From Caseload' field.
  32. Select the unit that "Client A" is admitted into in the 'Unit' field.
  33. Select "Client A" in the 'Select Clients' field.
  34. Click [Update Caseload].
  35. Validate the 'Current Caseload' field contains "Client A".
  36. Select the "Clear All Caseloads" section.
  37. Click [Clear All Caseloads].
  38. Validate a message is displayed stating: 'Clear All Caseloads' is not allowed.
  39. Click [OK].
  40. Select the "Manage Caseload" section.
  41. Validate "Client A" is still displayed in the 'Current Caseload' field.
  42. Close the form.
Topics
• Manage Observer Caseload • Registry Settings
Table Changes
Table Column Change
Observer.caseload_audit FACILITY Added SQL Documentation
Observer.caseload_audit ID Added SQL Documentation
Observer.caseload_audit PATID Added SQL Documentation
Observer.caseload_audit accepted_date Added SQL Documentation
Observer.caseload_audit accepted_time Added SQL Documentation
Observer.caseload_audit action_code Added SQL Documentation
Observer.caseload_audit action_value Added SQL Documentation
Observer.caseload_audit assigned_by_user_id Added SQL Documentation
Observer.caseload_audit assigned_by_user_name Added SQL Documentation
Observer.caseload_audit assigned_date Added SQL Documentation
Observer.caseload_audit assigned_reason_code Added SQL Documentation
Observer.caseload_audit assigned_reason_value Added SQL Documentation
Observer.caseload_audit assigned_time Added SQL Documentation
Observer.caseload_audit assigned_to_user_id Added SQL Documentation
Observer.caseload_audit assigned_to_user_name Added SQL Documentation
Observer.caseload_audit caseload_assigned_by_id Added
Observer.caseload_audit caseload_assigned_by_name Added
Observer.caseload_audit client_name Added SQL Documentation
Observer.caseload_audit credentials_code Added
Observer.caseload_audit credentials_shval Added
Observer.caseload_audit credentials_value Added
Observer.caseload_audit data_entry_by Added
Observer.caseload_audit data_entry_by_option Added
Observer.caseload_audit data_entry_date Added
Observer.caseload_audit data_entry_offset Added
Observer.caseload_audit data_entry_source Added
Observer.caseload_audit data_entry_time Added
Observer.caseload_audit data_entry_time_j Added
Observer.caseload_audit data_entry_timezone_info_all Added
Observer.caseload_audit data_entry_timezone_short Added
Observer.caseload_audit data_entry_user_id Added
Observer.caseload_audit data_entry_user_name Added
Observer.caseload_audit data_entry_utc Added
Observer.caseload_audit option_desc Added
Observer.caseload_audit option_id Added
Observer.caseload_audit removal_code Added
Observer.caseload_audit removal_value Added
Observer.caseload_audit transfer_code Added
Observer.caseload_audit transfer_value Added
Observer.caseload_audit transferred_from_user_id Added SQL Documentation
Observer.caseload_audit transferred_from_username Added SQL Documentation
Observer.caseload_audit transferred_to_user_id Added SQL Documentation
Observer.caseload_audit transferred_to_username Added SQL Documentation
Observer.caseload_audit xfer_credentials_code Added
Observer.caseload_audit xfer_credentials_shval Added
Observer.caseload_audit xfer_credentials_value Added