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RADplus 2023 Update 6

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The 'Document Routing' section of the 'Form Definition' form is updated to be in sync with the full functionality of the 'Document Routing Setup' form.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Form Definition - Document Routing
The "Document Routing" section of "Form Definition" is updated to include the prompts associated with functionality needed for sending "Acknowledgement" To Do's, that is currently available in form "Document Routing" Setup. In addition, "Form Definition" is updated to ensure that any document routing setting set for form are also updated in form "Document Routing Setup" for that form.
Value Added: Enables users to set up "Acknowledgement" To Do functionality via "Form Definition".
Topics
• Document Routing • Envelope Export • Envelope Import • Modeling • NX
 
Acceptance Tests
AV-76989 Summary | Details
Form Definition - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Form Definition (CWS)
Scenario 1: Form Definition (Document Routing) - "Acknowledgment" field and functionality validations
Specific Setup:
  • Have two users [StaffA] and [StaffB].
  • Both users have the "My To Do's" widget on their home view.
  • Have a modeled form [TestFormA] with a "Draft/Final" field and any other desired fields on the form.
  • A client [TestClient] has been admitted in an existing episode and his "Admitting Practitioner" is [StaffA].
  • Login as [StaffA].
Steps
  1. Open form "Form Definition" and select [TestFormA].
  2. Select the "Document Routing" section.
  3. Set field "Enable Document Routing" to "Yes".
  4. Click [Select Type] and select a desired form type.
  5. Populate the "Void Reason Code" field.
  6. Set field 'Approver Required' to "Yes".
  7. Navigate to the "Acknowledgments" sub-section.
  8. Validate field "Acknowledgments Allowed" is set to "No" and enabled.
  9. Validate all other fields in the section are disabled.
  10. Set field 'Acknowledgment Allowed' field set to "Yes".
  11. Validate the following fields are present and now are enabled.
  12. "Acknowledgment List Defaults".
  13. "Verification Level of Acknowledgments".
  14. "Days after finalized document to alert".
  15. "Forms to error when accessed".
  16. In the "Acknowledgment List Defaults" field select a desired value, for example "Admitting Practitioner".
  17. In the "Verification Level of Acknowledgments" field select a desired value, for example "Warn User if Acknowledgment is Missing".
  18. Set field "Days After Finalized document to alert" to the desired value.
  19. In the "Forms to error when access" select any desired form [TestFormB] from the selection list.
  20. Submit the form.
  21. Validate the form files successfully.
  22. Open form "Document Routing Setup".
  23. Select [TestForm].
  24. Validate the fields set in step1b are set with the same values.
  25. Close the form.
  26. Select [TestClient] and open [TestFormA].
  27. Populate the desired fields on form and submit the form as "Final".
  28. Validate the 'Document Preview' displays the expected data.
  29. At the "Confirm Document" screen.
  30. Validate the document contains the expected values.
  31. Click the [Accept and Route] button.
  32. Populate the "Verify Password Prompt" with a password and click [OK].
  33. At the "Route Document To" screen.
  34. Validate "Admitting Practitioner" is selected in the "Add Members to Acknowledge" selection box.
  35. Validate [StaffA] has been automatically added and selected as an acknowledger.
  36. Validate the [Submit] button is disabled.
  37. In the "Add" approver search field, select [StaffB].
  38. Validate [StaffB] has been added and selected as an "Approver".
  39. Validate the [Submit] button is now enabled.
  40. Click [Submit].
  41. Logout a [StaffA].
  42. Login as [StaffB].
  43. Select [TestClient].
  44. Navigate to the 'My To Do's' widget.
  45. Validate there is a To-Do present for [TestFormA] routed in step 2a.
  46. Click [Approve Document].
  47. Validate the 'Document Preview' displays the expected data.
  48. Click [Accept].
  49. Enter the users password and click [OK].
  50. Validate the To Do is no longer present in the "My To Do's" widget.
  51. Logout a [StaffB].
  52. Login as [StaffA].
  53. Select [TestClient].
  54. Access [TestFormB].
  55. Validate a "Verification Acknowledgment" dialog is displayed, indicating "[TestFormB] has an acknowledgment that has not been addressed. Please provide a reason for not acknowledging".
  56. Populate the text field with a reason and click [OK].
  57. Validate [TestFormB] loads as expected.
  58. Populate the form and submit it.
  59. Validate the form files successfully.
  60. Navigate to the 'My To Do's' widget.
  61. Validate there is an "Acknowledgments" To Do present for [TestFormA] in the To Do list.
  62. Click [Acknowledge Document].
  63. Validate the 'Document Preview' displays the expected data.
  64. Click [Acknowledge].
  65. Enter the password associated with user and click [OK].
  66. Validate the To Do is no longer present in the "My To Do's" widget.
  67. Access [TestFormB].
  68. Validate this time there is no "Verification Acknowledgment" dialog displayed, as the user has already acknowledged the 'To Do' waiting for the form.
  69. Validate the form opens successfully.
  70. Populate the form and submit it.
  71. Validate the form files successfully.
Scenario 2: Form Definition (Document Routing) - 'Skip Display of Document Image' and 'Skip Password' validations
Specific Setup:
  • Have a user [TestUser] who is a staff member and has the "My To Do's" widget on their home view.
  • Have a modeled form [FormA] with a "Draft/Final" field and any other desired fields on the form.
  • A client must be admitted in an existing episode. [ClientA].
  • [TestUser] has access to form "Document Routing Setup" and "Form Definition".
  • Login as [TestUser]
Steps
  1. Open form "Form Definition" and select [FormA].
  2. Navigate to the "Document Routing" section.
  3. Set field "Enable Document Routing" to "Yes".
  4. Click [Select Type] and select a desired form type.
  5. Populate the "Void Reason Code" field.
  6. Set field "Skip Display of Document Image" to "Yes".
  7. Validate field "Skip Password Entry" is set to "Yes" and is "Disabled".
  8. Submit the form.
  9. Open form "Document Routing Setup".
  10. Select [TestForm].
  11. Validate field "Enable Document Routing" to "Yes".
  12. Validate the "Type Name" field is populated with the form type selected in step1a.
  13. Validate the "Void Reason Code" field is populated with the value selected in step1a.
  14. Validate the "Skip Display of Document Image" to "Yes".
  15. Validate field "Skip Password Entry" is set to "Yes" and is "Disabled".
  16. Close the form.
  17. Select [Client A] and open [FormA].
  18. Populate the desired fields on form and submit the form as "Final".
  19. Validate the 'Document Preview' screen does not display, as expected.
  20. Validate the "Password Entry" dialog does not display.
  21. At the "Route Document To" screen.
  22. Search and select [UserA] as the "Approver" and click [Add] to add the user as an approver.
  23. Click [Submit].
  24. Navigate to the 'My To Do's' widget..
  25. Validate there is a To-Do present for [FormA] routed in the previous step.
  26. Click [Approve Document].
  27. Validate the 'Document Preview' displays the expected data.
  28. Click [Accept].
  29. Enter the password associated with "User A" and click [OK].
  30. Validate the To Do is no longer present in the "My To Do's" widget.
  31. Open form "Form Definition" and select [FormA].
  32. Navigate to the "Document Routing" section.
  33. Set field "Skip Display of Document Image" to "No".
  34. Validate field "Skip Password Entry" is now enabled.
  35. Set the value to "No".
  36. Submit the form.
  37. Open form "Document Routing Setup".
  38. Select [TestForm].
  39. Validate field "Skip Display of Document Image" to "No" as expected.
  40. Validate field "Skip Password Entry" to "Yes", as expected.
  41. Close the form.
  42. Select [Client A] and open [FormA].
  43. Populate the desired fields on form and submit the form as "Final".
  44. At the "Confirm Document" screen, validate the 'Document Preview' is displayed and populated as expected.
  45. Click the [Accept and Route] button.
  46. Validate the user is not prompted to enter their password, as expected.
  47. At the "Route Document To" screen.
  48. Search and select [UserA] as the "Approver" and click [Add] to add the users as an approver.
  49. Click [Submit].
  50. Repeat step 4
  51. Validate results are as expected.
  52. Open form "Form Definition" and select [FormA].
  53. Navigate to the "Document Routing" section.
  54. Validate field "Skip Display of Document Image" to "No" as expected.
  55. This time set field "Skip Password Entry" to "No".
  56. Submit the form.
  57. Open form "Document Routing Setup".
  58. Select [TestForm].
  59. Validate field "Skip Display of Document Image" to "No" as expected.
  60. Validate field "Skip Password Entry" to "No", as expected.
  61. Close the form.
  62. Select [Client A] and open [FormA].
  63. Populate the desired fields on form and submit the form as "Final".
  64. Validate the 'Document Preview' is displayed and populated, as expected.
  65. Click the [Accept and Route] button.
  66. Validate the user is prompted this time to enter their password.
  67. Populate the password field.
  68. At the "Route Document To" screen.
  69. Search and select [UserA] as the "Approver" and click [Add] to add the users as an approver.
  70. Click [Submit]..
  71. Repeat step 4
  72. Validate results are as expected.
Scenario 3: Envelope Import - Validate "Document Routing" settings set on forms after import
Specific Setup:
  • Have or create a modeled envelope [TestEnvelope] that contains a modeled form [TestForm].
  • Configure [TestForm] in the document routing section of "Form Definition" or in form "Document Routing Setup", with the following document routing fields set as well as any other desired fields:
  • "Enable Document Routing" ; "Void Reason Code" ; "Create Document Only" ; "Skip Display of Document Image" ; "Skip Password Entry" ; "Require Final Approver" ; "Allow Transcriber" ; "Allow Notifications When Final" ; "Allow Notification With No Approvers" ; "Allow Comments During Approval" ; "Acknowledgment Allowed" ; "Acknowledgement List Defaults" ; "Verification Level of Acknowledgments" ; "Days after finalized document to alert" ; "Forms to error when accessed".
  • In form "Envelope Export", have envelope [TestEnvelope], exported and saved.
Steps
  1. Open form "Envelope Import".
  2. Click [Select Envelope Import File].
  3. In Windows Explorer, navigate to the location of [TestEnvelope].
  4. Select the file.
  5. Click [Save].
  6. In the "Overwrite Existing or Create New Envelope" field.
  7. Select "Overwrite Existing" if [TestEnvelope] already exists in the testing environment.
  8. Select "Create New" if [TestEnvelope] does not already exist in the current environment.
  9. Click [Begin Import Scan].
  10. Validate the import scan is successful.
  11. Click [Begin Import].
  12. Validate the envelope imports successfully.
  13. Open form "Document Routing Setup".
  14. Select [TestForm].
  15. Validate each of the document routing fields set in the setup are populated as expected.
  16. Validate any fields not set in the set up are not populated, as expected.
  17. Close the form.
  18. Open form "Form Definition".
  19. Navigate to the "Document Routing Section".
  20. Validate each of the document routing fields set in the setup are populated as expected.
  21. Validate any fields not set in the set up, are not populated as expected.
Topics
• Document Routing • Envelope Export • Envelope Import • Modeling • NX