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Avatar CWS 2023 Update 95

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The issue where 'assigned_by_user_id' might not get populated in the 'Observer.CaseloadAudit' sql table is resolved.

Required Updates

None

Included Updates

3, 5, 8, 9, 11, 14, 15, 15.1, 21, 23, 28, 33, 35, 36, 37, 39, 43, 44, 45, 48, 50, 51, 52, 53, 54, 54.1, 56, 59, 61, 62, 64, 65, 70, 73, 76, 78, 80, 81, 82, 84, 87, 90, 91

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Manage Observer Caseload - 'Observer.caseload_audit' SQL table
Ensure the 'assigned_by_user_id' and 'assigned_by_user_name' fields are populated in the 'Observer.caseload_audit' SQL table. KB0075687 v0.01
In addition, an additional warning message will be displayed to the user before clearing caseloads in the 'Manage Observer Caseload' form.
Topics
• Manage Observer Caseload • Registry Settings
 
Acceptance Tests
AV-94166 Summary | Details
Manage Observer Caseload - 'Observer.caseload_audit' SQL table
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. Select "User A" in the 'Select User' field.
  3. Validate the 'Credentials' field is read-only and contains the practitioner credentials for "User A".
  4. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  5. Select "Add" in the 'Add or Remove Client From Caseload' field.
  6. 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.
  7. Select the unit "Client A" is admitted into in the 'Unit' field.
  8. Click [Update Caseload].
  9. Validate the 'Current Caseload' field contains "Client A".
  10. Click [Run Caseload Report].
  11. Validate the report is displayed and contains the following:
  12. For "User A" there will be a record for "Client A" with the following details:
  13. Action - Added
  14. Assigned Date - Added date
  15. Assigned Time - Added time
  16. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  17. Close the report.
  18. Access Crystal Reports or other SQL Reporting tool.
  19. Select the CWS namespace.
  20. Create a report using the 'Observer.caseload_audit' SQL table.
  21. Validate there is a row for "Client A" being added to "User A" caseload.
  22. 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.
  23. Validate the 'assigned_date' contains the date "Client A" was added.
  24. Validate the 'assigned_time' field contains the time "Client A" was added.
  25. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  26. Validate the 'PATID' field contains "Client A".
  27. Validate the 'action_code' field contains "A".
  28. Validate the 'action_value' field contains "Added".
  29. Validate the 'client_name' field contains "Client A".
  30. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  31. Navigate back to the 'Manage Observer Caseload' form.
  32. Validate the 'Select User' field contains "User A".
  33. Validate the 'Caseload Assigned By' field contains the logged in user.
  34. Select "Remove" in the 'Add or Remove Client From Caseload' field.
  35. Validate the 'Reason to Remove Caseload' field is now enabled.
  36. 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.
  37. Select "Client A" in the 'Select Clients' field.
  38. Click [Update Caseload].
  39. 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?
  40. Click [OK].
  41. Validate the 'Current Caseload' field does not contain "Client A".
  42. Click [Run Caseload Report].
  43. Validate the report is displayed and contains the following:
  44. For "User A" there will be a record for "Client A" with the following details:
  45. Action - Removed
  46. Assigned Date - Removed date
  47. Assigned Time - Removed time
  48. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  49. Reason - Value selected in the 'Reason to Remove Caseload' field
  50. Close the report and the form.
  51. Access Crystal Reports or other SQL Reporting tool.
  52. Refresh the report using the 'Observer.caseload_audit' SQL table.
  53. Validate there is a row for "Client A" being removed from "User A" caseload.
  54. 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.
  55. Validate the 'assigned_date' contains the date "Client A" was removed.
  56. Validate the 'assigned_time' field contains the time "Client A" was removed.
  57. Validate the 'assigned_to_user_id' and 'assigned_to_user_name' fields contain "User A".
  58. Validate the 'PATID' field contains "Client A".
  59. Validate the 'action_code' field contains "R".
  60. Validate the 'action_value' field contains "Removed".
  61. Validate the 'client_name' field contains "Client A".
  62. Validate the 'credentials_code', 'credentials_shval', and 'credentials_value' fields contains the credential codes/values for "User A".
  63. Validate the 'removal_code' and 'removal_value' field contains the corresponding code/value for the value selected in the 'Reason to Remove Caseload' field.
  64. 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. Select "User A" in the 'Transfer Caseload From' field.
  10. Validate the 'Credentials (From Staff)' field is read-only and contains the practitioner credentials for "User A".
  11. Select "User B" in the 'Transfer Caseload To' field.
  12. Validate the 'Credentials (To Staff)' field is read-only and contains the practitioner credentials for "User B".
  13. Select "Client A" in the 'Select Clients' field.
  14. Validate the 'Caseload Assigned By' field contains the logged in user. This can be updated, if desired.
  15. 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.
  16. Click [Transfer Caseload].
  17. Validate a message is displayed stating: Selected client(s) will be transferred from the caseload of "User A" to "User B". Are you sure?
  18. Click [OK] and [Run Caseload Report].
  19. Validate the report is displayed and contains the following:
  20. For "User B" there will be a record for "Client A" with the following details:
  21. Action - Added
  22. Assigned Date - Transfer date
  23. Assigned Time - Transfer time
  24. Caseload Assigned By - User selected in the 'Caseload Assigned By' field
  25. Reason - Value selected in the 'Transfer Caseload Reason' field
  26. For "User A" there will be a record for "Client A" with the following details:
  27. Action - Removed
  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. Close the report and the form.
  33. Access Crystal Reports or other SQL Reporting tool.
  34. Select the CWS namespace.
  35. Create a report using the 'Observer.caseload_audit' SQL table.
  36. Validate there are two rows for the caseload transfer from "User A" to "User B".
  37. 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.
  38. Close the report.
Scenario 3: 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: This action cannot be undone. Please be aware that by continuing, the caseloads will be cleared for all users. Do you want to continue?
  19. Click [OK].
  20. Validate a message is displayed stating: NTST Observer caseloads are cleared for all users.
  21. Click [OK].
  22. Select the "Manage Caseload" section.
  23. Search for and select "User A" in the 'Select User' field.
  24. Validate the 'Current Caseload' field no longer contains "Client A".
  25. Close the form.
  26. Access the 'Registry Settings' form.
  27. Enter "Allow Clear All Caseloads" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Enter "N" in the 'Registry Setting Value' field.
  30. Click [Submit] and close the form.
  31. Access the 'Manage Observer Caseload' form.
  32. Search for and select "User A" in the 'Select User' field.
  33. Select "Add" in the 'Add or Remove Client From Caseload' field.
  34. Select the unit that "Client A" is admitted into in the 'Unit' field.
  35. Select "Client A" in the 'Select Clients' field.
  36. Click [Update Caseload].
  37. Validate the 'Current Caseload' field contains "Client A".
  38. Select the "Clear All Caseloads" section.
  39. Click [Clear All Caseloads].
  40. Validate a message is displayed stating: 'Clear All Caseloads' is not allowed.
  41. Click [OK].
  42. Select the "Manage Caseload" section.
  43. Validate "Client A" is still displayed in the 'Current Caseload' field.
  44. Close the form.
Topics
• Manage Observer Caseload • Registry Settings