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RADplus 2022 Update 112

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

Report Definition Export and Envelope Export are modified to include the version number in the filename. In addition, the system is prepared for future functionality.

Included Updates

7, 50

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Envelope and Report Definition Forms
"Envelope Export" and "Report Definition" are modified to append their "Version" number to the file name that's automatically populated during the export
Value Added: Provides the user visibility to see the version of the report or envelope they are exporting
Topics
• Envelope Definition • Envelope Export • Envelope Import • NX
 
Acceptance Tests
AV-81791 Summary | Details
Envelope and Report Definition Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Export (PM)
  • ModeledForm
  • Report Definition (PM)
  • Report Definition Export
  • Report Definition Import (PM)
Scenario 1: Envelope Export - validations
Specific Setup:
  • Have an existing Modeled form [FormA] that exists in [EnvelopeA]
Steps
  1. Open form "Envelope Definition"
  2. Select [EnvelopeA]
  3. Note the value in the "Envelope Version Number" field, for example "1.01"
  4. Close the form
  5. Open form "Envelope Export"
  6. Select [EnvelopeA]
  7. Click [Begin Export]
  8. In the "File Explorer" dialog, select a folder location in the "Save In" field to save the export file.
  9. In the "File_Name" field, validate that the file name populated includes the name of [ReportA], appended by a "V" followed by the "Report Version Number" value noted in step 1 and the file extension. For example "NetsmartExportModeledFormV1_01.TXT"
  10. Click [Save]
  11. Close the form
  12. Open file "Envelope Import"
  13. Click [Select Envelope Import File]
  14. In the "File Explorer" dialog, navigate to the location of the export file
  15. Select the file and click [Open]
  16. Select the "Overwrite Existing" radio button
  17. Click [Begin Import Scan]
  18. Click [Begin Import]
  19. At the "Import Complete" dialog, click [OK]
  20. Close the form
  21. At the Home View, search for [FormA] and open the form
  22. Populate the desired fields on the form
  23. Submit the form
  24. Validate the form files successfully
Scenario 2: Report Definition Export - validations
Specific Setup:
  • In form "Report Definition", have an existing report definition report [ReportA] created. For example, report "Admits By Program, Zip Code, Ethnicity" can be used
Steps
  1. Open form "Report Definition"
  2. Select [ReportA]
  3. Note the value in the "Report Version Number" field, for example "1"
  4. Close the form
  5. Open form "Report Definition Export"
  6. Click [Begin Export]
  7. Select [ReportA] and in the "File Explorer" dialog:
  8. In the "Save In" field, Select a folder location to save the export file.
  9. In the "File_Name" field, validate the file name populated includes:
  10. The name of [ReportA], appended by a "V" followed by the "Report Version Number" value noted in step 1 and then the file extension. For example "CSMReportExportAdmitsByProgramZipCodeEthnicityV1.TXT"
  11. Click [Save]
  12. Close the form
  13. Open file "Report Definition Import"
  14. Click [Select Report Import File]
  15. Navigate to the location of the export file saved in step 2, and select the file.
  16. Select the "Overwrite Existing" radio button
  17. Click [Begin Import Scan]
  18. Click [Begin Import]
  19. Click [OK], in the "Import Complete" dialog
  20. Close the form
  21. At the home view, search for [ReportA] and click to open the form
  22. Populate the desired fields on the form
  23. Submit the form and vlidate the report is displayed as expected
  24. Close the report and the form
Topics
• Envelope Definition • Envelope Export • Envelope Import • NX