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RADplus 2023 Update 58

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

RADplus 2022 Update 101

Product Update Form Description

The issue where document routing todos are not removed when signing as another user and that user is the final approver is resolved.

Included Updates

2, 4, 12, 25, 26, 29, 33, 49

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
My To Do's Widget- to do approval
An issue is resolved to ensure that To Do's are removed from the To Do list successfully, when a user signs and accepts a To Do for another practitioner in the "My To Do's" widget,
Topics
• "My To Do's" widget • NX
 
Acceptance Tests
AV-89226 Summary | Details
My To Do's Widget- to do approval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • HomeView - My To Do's widget
Scenario 1: 'My To Do's' Widget - Co-signing a To Do document sent to a Staff member('Final Approver')
Specific Setup:
  • A client [TestClient] must be enrolled in an existing episode.
  • Document routing must be enabled for a form [TestForm].
  • [StaffA], [StaffB] and [StaffC] have permissions set in their user definition or user role as "Final Approver", with [TestForm] selected as one of the forms they can be final approver on
  • [StaffC] also has "Co-Signer for Other Practitioners' set to "Yes" in their user definition or user role This allows a staff member to sign to do's for other staff members
  • All three staff members have the 'My To Do's' widget on their home view
  • Log in as [StaffA]
Steps
  1. Access [TestForm]
  2. Select [TestClient]
  3. Populate any required and desired fields
  4. File the form as "Final"
  5. At the 'Confirm Document" screen
  6. Validate the document preview displays data as expected
  7. Click to accept and route the document [TestDoc]
  8. At the "Route Document To" screen
  9. Add [StaffB] as an approver
  10. Validate [StaffB] is added to the approver list
  11. Click the check box for "Final Approver"
  12. Click [Submit]
  13. Validate submission is successful
  14. Log out a [StaffA]
  15. Log in as [StaffC]
  16. Navigate to the "My To Do's" list
  17. Click the [Sign Tab]
  18. In the "Staff" search field, search for [StaffB]. [Note: for Avatar NX, clicking the 'Change' link located in the top left corner of the widget, allows the user to search for another staff member]
  19. Validate the To Do for [TestDoc] sent to [StaffB] in step 1 is present in the To Do list
  20. Select the To Do
  21. Validate the document preview displays data as expected
  22. Click [Accept]
  23. Validate the To do is removed from the To Do's widget, as expected
  24. Log out as [StaffC]
  25. Log in as [StaffB]
  26. Navigate to the "My To do's" list
  27. Validate the To Do for [TestDoc] sent to [StaffB] is not present in the To Do list, as expected
  28. Log out as [StaffB]
  29. Log in as [StaffA]
  30. Navigate to the "My To do's" list
  31. Validate there are no To Do's present, relating the To Do [TestDoc] sent to [StaffB] in step 1
  32. Open form "Clinical Document Viewer"
  33. Select [TestClient] in the "Select Client" field
  34. Click [Process]
  35. Click the [Results] tab
  36. Locate the row for the [TestDoc] and select the document
  37. Click [View]
  38. Validate the "Document" preview pane displays data as expected for the document
  39. Navigate to the end of the document
  40. Validate the last signature indicates [UserC], as the "Co-Signer" signature. For example, "Electronically Signed By: [UserC] (Date and Time) - Co-Signer"
  41. Click [Close All Documents]
Topics
• "My To Do's" widget • NX

 

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  2. Tags
    1. "My To Do's" widget
    2. content:release
    3. llm-no-index
    4. NX
    5. role:sysadmin
    6. search:ready