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RADplus 2022 Update 97

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting is added.

Included Updates

33, 34, 45, 64, 66, 70, 83

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
The 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting
The 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting is added.
When set to "Y", the user may view all forms on the Documentation View and 'All Documents' widget per the configuration of the 'All Documents' widget displayed, regardless of individual form access permissions configured in 'User Definition' or 'User Role Definition'. When set to "N", the user's form access permissions will apply to the list of forms on the Documentation View, suppressing the forms to which the user does not have either read or read/write permission.
Value Added: The ability to view documents a user does not have access to
Topics
• All Documents Widget • NX • Progress Notes • Progress Notes (Group And Individual) • Registry Settings • Treatment Plan
 
Acceptance Tests
AV-81854 Summary | Details
The 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: 'All Documents' widget - Validate user access levels
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • There must be three users:
  • A user who has full access to forms and is logged in (User A)
  • A user who has read-only access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User B).
  • A user who doesn't have access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User C).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms.
  • The 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting must be set to "N".
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value in the 'Progress Note For' field.
  3. Populate all required and desired fields.
  4. Select "Final" in the 'Draft/Final' field.
  5. Click [Submit Note].
  6. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
  7. Enter the password associated with the logged in user and click [Verify].
  8. Close the form.
  9. Navigate to the 'All Documents' view.
  10. Select 'All Forms'.
  11. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  12. Validate the time and staff credentials display.
  13. Validate the progress note from the previous steps is present and select it.
  14. Validate the note displays in the 'Console Widget Viewer'.
  15. Validate the 'Open' and 'Open Record' buttons are enabled.
  16. Access the 'Treatment Plan' form.
  17. Enter the desired date in the 'Plan Date' field.
  18. Populate all required and desired fields.
  19. Select "Draft" in the 'Treatment Plan Status' field.
  20. Click [Launch Plan].
  21. Populate all required and desired fields.
  22. Click [Return to Plan] and [OK].
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Click [Submit].
  25. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
  26. Enter the password associated with the logged in user and click [Verify].
  27. Navigate to the 'All Documents' view.
  28. Select 'All Forms'.
  29. Select "Treatment Plan" in the 'Form Description' field.
  30. Validate the treatment plan from the previous steps is present and select it.
  31. Validate the plan displays in the 'Console Widget Viewer'.
  32. Validate the 'Open' and 'Open Record' buttons are enabled.
  33. Validate the 'Launch Report' button exists.
  34. Click [Launch Report].
  35. Validate a report displays with the information filed in the previous steps.
  36. Close the report.
  37. Log out.
  38. Login as "User B".
  39. Select "Client A" and navigate to the 'All Documents' view.
  40. Select 'All Forms'.
  41. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  42. Validate the progress note from the previous steps is present and select it.
  43. Validate the note displays in the 'Console Widget Viewer'.
  44. Validate the 'Open' and 'Open Record' buttons are disabled.
  45. Select "Treatment Plan" in the 'Form Description' field.
  46. Validate the treatment plan from the previous steps is present and select it.
  47. Validate the plan displays in the 'Console Widget Viewer'.
  48. Validate the 'Open' and 'Open Record' buttons are disabled.
  49. Validate the 'Launch Report' button exists.
  50. Click [Launch Report].
  51. Validate a report displays with the information filed in the previous steps.
  52. Close the report.
  53. Log out.
  54. Login as "User C".
  55. Select "Client A" and navigate to the 'All Documents' view.
  56. Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field.
  57. Access the 'Registry Settings' form.
  58. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
  59. Click [View Registry Settings].
  60. Select "Allow Users Access to All Forms on NX 'All Documents' Widget Registry Setting" from the 'Registry Settings' field.
  61. Click [OK].
  62. Enter "Y" in the 'Registry Setting Value' field.
  63. Click [Submit].
  64. Validate a 'Registry Editor Filing' dialog.
  65. Click [OK] and [No].
  66. Navigate to the 'All Documents' view.
  67. Refresh the 'All Documents' widget.
  68. Select 'All Forms'.
  69. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  70. Validate the progress note from the previous steps is present and select it.
  71. Validate the note displays in the 'Console Widget Viewer'.
  72. Validate the 'Open' and 'Open Record' buttons are disabled.
  73. Click [Clear Filters].
  74. Select "Treatment Plan" in the 'Form Description' field.
  75. Validate the treatment plan from the previous steps is present and select it.
  76. Validate the plan displays in the 'Console Widget Viewer'.
  77. Validate the 'Open' and 'Open Record' buttons are disabled.
Scenario 2: Validate the 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode and has 'Progress Notes (Group and Individual)' and 'Treatment Plan' records on file (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A user who doesn't have access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User A).
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Log in as "User A".
  2. Access the 'Registry Settings' form.
  3. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Validate the "Allow Users Access To All Forms on NX 'All Documents' Widget" registry setting is present.
  6. Select the registry setting and click [OK].
  7. Validate the 'Registry Setting Details' field contains "When set to 'Y', the user may view all forms on the Documentation View and 'All Documents' widget per the configuration of the 'All Documents' widget displayed, regardless of individual form access permissions configured in 'User Definition' or 'User Role Definition'. When set to 'N', the user's form access permissions will apply to the list of forms on the Documentation View, suppressing the forms to which the user does not have either read or read/write permission."
  8. Validate the 'Registry Setting Value' field contains "N".
  9. Click [Submit], [OK], and [No].
  10. Select "Client A" and navigate to the 'All Documents' view.
  11. Select 'All Forms'.
  12. Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field.
  13. Access the 'Registry Settings' form.
  14. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the "Allow Users Access To All Forms on NX 'All Documents' Widget" registry setting and click [OK].
  17. Enter "Y" in the 'Registry Setting Value' field.
  18. Click [Submit].
  19. Validate a 'Registry Editor Filing' dialog.
  20. Click [OK] and [No].
  21. Navigate to the 'All Documents' view.
  22. Refresh the 'All Documents' widget.
  23. Select 'All Forms'.
  24. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  25. Select a progress note and validate the note displays in the 'Console Widget Viewer'.
  26. Validate the 'Open' and 'Open Record' buttons are disabled.
  27. Click [Clear Filters].
  28. Select "Treatment Plan" in the 'Form Description' field.
  29. Select a treatment plan and validate the plan displays in the 'Console Widget Viewer'.
  30. Validate the 'Open' and 'Open Record' buttons are disabled.
Topics
• All Documents Widget • NX • Progress Notes • Progress Notes (Group And Individual) • Registry Settings • Treatment Plan