'DocR.document_history' table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Move Selected Data - Table data validations
Specific Setup:
- Have a client [ClientA], currently active in two episodes [Episode1] and [Episode2]
- Have a progress note form [FormA], which is enabled for document routing. For example, the "Progress Notes Group & Individual" form
- Have a row of data [RowA], filed in [FormA] for [ClientA] in [Episode1], with the document routing document routed and approved. (Note the date and time the document was approved)
- Have a report or query created to display data in the "DocR.document" table [ReportA]
- Have a report or query created to display data in the "DocR.document_history" table [ReportB]
- Have [FormA] added to the logged in users "Chart View"
Steps
- Run [ReportA], to display data in the "DocR.document" table
- Validate [RowA] is present for [ClientA] in [Episode1]
- Make a note of the value in "JOIN_TO_UNIQUE_ID" field. For example: "NOTxxxxx.001"
- Open form "Move Selected Data"
- Select [ClientA] in the "Entity Database" field
- Select [FormA] in the "Form" field
- Select [ClientA] in the "Old Entity" field
- Select [Episode1] in the "Old Episode" field
- Click [Select Row to be Moved]
- Select [RowA]
- Select [ClientA] in the "New Entity" field
- Select [Episode2] in the "New Episode" field
- Populate the "Reason for Moving Data" field
- Click [Submit]
- Validate the form files successfully
- Run [ReportA], to display data in the "DocR.document" table
- Validate [RowA] is present for [ClientA] but the "Episode" field now indicates [Episode2], as expected
- Validate the same value exists in the "JOIN_TO_UNIQUE_ID" field but has incremented by 1 after the decimal point. For example "NOTxxxxx.002". Note the value.
- Run [ReportB], to display data in the "DocR.document_History" table
- Validate [RowA] is present for [ClientA]
- Validate the "doc_id" field in the row. contains the same "JOIN_TO_UNIQUE_ID" value noted in step 3. For this example "NOTxxxxx.002". (Note: the value in "doc_id" contains several values separated by pipe (|) symbols)
- Select [ClientA]
- Right-click on the clients name to open the clients "Chart"
- On the left side panel, choose [FormA]
- Click the "Episode 1" tab in the main window
- Validate [RowA] is not present
- Click the "Episode 2" tab in the main window
- Validate [RowA] is displayed, as expected for the row moved from episode 1 in step 2
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Topics
• Move Selected Data
• NX
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