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RADplus 2023 Update 98

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2020 Update 28
RADplus 2023 Monthly Release 2023.03.02
RADplus 2023 Update 64

Product Update Description

The following issues are resolved: 1) An SQL error occurs in 'User Definition' when 'External Login ID' contains certain characters. 2) The error '[SUBSCRIPT]FormatCheckBeginTag+2^GUIObjectImport', which can occur in 'Envelope Import'. 3) Disabling view customization in 'View Definition' may not remove existing customizations. 4) The error 'Invalid Import File Format', which may occur in 'Envelope Import'. 5) The error '[SUBSCRIPT]ALTALL1+3^GUILPID', which occurs when searching for a very long value. 6) The error '[UNDEFINED]entity+5^DocManagementArchiving', which can occur in the 'Document Archiving' form. 7) The 'Quick User Definition' form allows changing 'Use External Login' to 'Yes' for Identity Manager users.

Required Updates

None

Included Updates

2, 4, 6, 7, 12, 13, 14, 22, 25, 26, 29, 33, 35, 39, 47, 49, 55, 56, 58, 59, 60, 64, 69, 71, 75, 80, 83, 85, 86, 87, 88, 89, 90, 97, 97.1

Details
NEW0 CHANGED0 FIXED7
Fixed (7)
Document Archiving - 'Entity' field
Ensure the ability to clear the 'Entity' value in the 'Document Archiving' form.
Topics
• Document Archiving • NX
 
User Definition - 'External Login ID' field
Ensure the ability to file the 'User Definition' form when the 'External Login ID' field contains an apostrophe. KB0075247 v0.01
Topics
• User Definition
 
Document Management Definition - Special Characters in Form Type
Ensure the ability to import an envelope in 'Envelope Import' when the associated form type contains special characters.
Topics
• Document Routing • Envelope Export • Envelope Import • Perceptive
 
View Definition - Disabling view customization in Avatar NX
Ensure disabling view customization in 'View Definition' removes any existing view customizations in Avatar NX.
Topics
• View Definition
 
Envelope Import
Ensure the ability to import an envelope in the 'Envelope Import' form.
Topics
• Document Routing • Envelope Export • Envelope Import
 
Search Fields
Ensure no error is displayed when searching with long values in Search Fields.
Topics
• Client Search
 
Quick User Definition - Identity Manager users
Ensure the 'Quick User Definition' form does not allow changing 'Use External Login' to "Yes" for Identity Manager users.
Topics
• Identity Manager • Quick User Definition
 
Acceptance Tests
AV-71251 Summary | Details
Document Archiving - 'Entity' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Archiving
Scenario 1: Document Archiving - archive documents for "Individual"
Specific Setup:
  • A client must have documents for archiving (Client A).
Steps
  1. Access the 'Document Archiving' form.
  2. Select "Client" in the 'Entity Type' field.
  3. Select "Individual" in the 'Include' field.
  4. Select "Client A" in the 'Entity' field.
  5. Clear the value from the 'Entity' field.
  6. Validate no error is displayed.
  7. Select "Client A" in the 'Entity' field.
  8. Set "All Episodes" in the 'Episode' field.
  9. Enter the desired date in the 'Archive Documents Older Than' field.
  10. Click [View Form Types Included].
  11. Validate forms for archive are displayed.
  12. Click [Archive].
  13. Validate a message is displayed stating: Are you sure you want to archive these documents?
  14. Click [Yes].
  15. Validate a message is displayed stating: Documents archived.
  16. Click [OK] and close the form.
Topics
• Document Archiving • NX
AV-90821 Summary | Details
User Definition - 'External Login ID' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
Scenario 1: User Definition (Field Validation) - Enable/Disable a "Netsmart Identity and Access Management(NIAM)" User
Specific Setup:
  • The 'Enable OpenID Connect Support' registry setting enabled by a Netsmart Representative.
  • The 'System Security Defaults' form must be configured with the appropriate settings in the "OpenID Connect Configuration" section.
  • The logged in user has permissions to add and edit users in the 'User Definition' form.
Steps
  1. Access the 'User Definition' form.
  2. Enter the desired value in the 'User ID' field.
  3. Enter the desired value in the 'User Description' field.
  4. Select "Yes" in the 'Use External Login' field.
  5. Enter a value containing an apostrophe in the 'External Login ID'.
  6. Validate the 'System Generated Password' field is disabled and does not contain a value.
  7. Validate the 'Password Term Duration (Days)' field is disabled and does not contain a value.
  8. Validate the 'Reminder Notice Number of Days' field is disabled and does not contain a value.
  9. Validate the 'Allow User Renewal' field is disabled.
  10. Populate any other required and desired fields.
  11. Click [Submit]. Note: this will now be referred to as "User A".
  12. Access the 'User Definition' form.
  13. Select "User A" in the 'Select User' field.
  14. Validate the 'Use External Login' field is set to "Yes".
  15. Validate the 'External Login ID' field contains the value filed in the previous steps.
  16. Validate the 'System Generated Password' field is disabled and does not contain a value.
  17. Validate the 'Password Term Duration (Days)' field is disabled and does not contain a value.
  18. Validate the 'Reminder Notice Number of Days' field is disabled and does not contain a value.
  19. Validate the 'Allow User Renewal' field is disabled.
  20. Select "No" in the 'Use External Login' field.
  21. Validate the 'System Generated Password' field is now enabled.
  22. Enter the desired value in the 'System Generated Password' field, or click [Generate New Password] to auto generate a new password.
  23. Validate the 'Password Term Duration (Days)' field is now enabled.
  24. Enter the desired value in the 'Password Term Duration (days)' field.
  25. Validate the 'Reminder Notice Number of Days' field is now enabled.
  26. Enter the desired value in the 'Reminder Notice Number of Days' field.
  27. Validate the 'Allow User Renewal' field is now enabled.
  28. Select the desired value in the 'Allow User Renewal' field.
  29. Click [Submit].
  30. Access the 'User Definition' form.
  31. Select "User A" in the 'Select User' field.
  32. Validate the 'Use External Login' field is set to "No".
  33. Validate the values filed in the previous steps are displayed.
  34. Select "Yes" in the 'Use External Login' field.
  35. Validate the 'System Generated Password' field is disabled and does not contain a value.
  36. Validate the 'Password Term Duration (Days)' field is disabled and does not contain a value.
  37. Validate the 'Reminder Notice Number of Days' field is disabled and does not contain a value.
  38. Validate the 'Allow User Renewal' field is disabled.
  39. Click [Submit].
  40. Access the 'User Definition' form.
  41. Select "User A" in the 'Select User' field.
  42. Validate the 'Use External Login' field is set to "Yes".
  43. Validate the values filed in the previous steps are displayed.
  44. Close the form.
Topics
• User Definition
AV-91478 Summary | Details
Document Management Definition - Special Characters in Form Type
Scenario 1: Document Management Definition - Validate form names with special characters
Specific Setup:
  • A modeled form must be defined (Form A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Document Management Definition' form.
  2. Click [Select Form].
  3. Select "Add New" and click [OK].
  4. Enter "<Test>" in the 'Form Name' field.
  5. Select the desired value in the 'Form Type' field.
  6. Select "Client" in the 'Entity Database' form.
  7. Click [File] and close the form.
  8. Access the 'Document Routing Setup' form.
  9. Select the desired value in the 'Application' field.
  10. Click [Select Form].
  11. Select "Form A" in the 'Select a form to enable Document Routing' field.
  12. Click [Select Type].
  13. Select "<Test>" as the form type.
  14. Select "Yes" in the 'Enable Document Routing' field.
  15. Select the desired value in the 'Void Reason Code' field.
  16. Click [File].
  17. Access the 'Envelope Export' form.
  18. Select the envelope for "Form A" and click [Select].
  19. Click [Begin Export].
  20. Navigate to the desired export location and click [Save].
  21. Access the 'Envelope Import' form.
  22. Click [Select Envelope Import File] and [OK].
  23. Navigate to the exported file and select it for import.
  24. Click "Overwrite Existing".
  25. Click [Begin Import Scan].
  26. Validate the 'Import Scan Results' field contains: There are no errors/warnings found within the import file.
  27. Select the desired value in the 'Include Form Designer Changes?' field.
  28. Click [Begin Import].
  29. Validate a message is displayed stating: Import Completed!
  30. Click [OK] and close the form.
  31. Select "Client A" and access "Form A".
  32. Populate all required and desired fields.
  33. Select "Final" in the 'Draft/Final' field.
  34. Click [Submit].
  35. Validate a "Confirm Document" document routing dialog is displayed with the data filed.
  36. Click [Accept].
  37. Enter the password for the logged in user and click [OK].
Topics
• Document Routing • Envelope Import
AV-91565 Summary | Details
View Definition - Disabling view customization in Avatar NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • View Definition
Scenario 1: View Definition - Validate disabling view customization removes existing customizations
Specific Setup:
  • Please note: this test is for Avatar NX systems.
  • Two users must be configured for testing (User A & User B).
Steps
  1. Log in as "User A".
  2. Access the 'View Definition' form.
  3. Click [Select View].
  4. Select "Add New View" and click [OK].
  5. Enter the desired value in the 'View ID' field.
  6. Enter the desired value in the 'View Description' field.
  7. Select "Home View" in the 'View Type' field.
  8. Select "Yes" in the 'Allow User To Customize View' field.
  9. Select 'Home view' in the field 'View Type' radio button
  10. Click [Launch View Designer].
  11. Drag and drop the desired widgets to the view.
  12. Click [Submit]. Please note: this will now be referred to as "View A".
  13. Access the 'User Definition' form.
  14. Select "User B" in the 'Select User' field.
  15. Select the "Forms and Tables" sections.
  16. Select "View A" in the 'Home View' field.
  17. Click [Submit].
  18. Log out.
  19. Log in as "User B".
  20. Validate "View A" is displayed.
  21. Customize the view as desired.
  22. Log out.
  23. Log in as "User A".
  24. Access the 'View Definition' form.
  25. Click [Select View].
  26. Select "View A" and click [OK].
  27. Select "No" in the 'Allow User To Customize View' field.
  28. Click [Submit] and close the form.
  29. Log in as "User B".
  30. Validate "View A" is displayed with the default layout and customizations have been removed.
  31. Validate the user is not able to customize the view.
Topics
• View Definition
AV-91723 Summary | Details
Envelope Import
Scenario 1: Envelope Export/Import - Validations
Specific Setup:
  • Must have an envelope available for export (Envelope A).
Steps
  1. Access the 'Envelope Export' form.
  2. Select "Envelope A".
  3. Select the desired value in the 'Include Form Designer Changes' field.
  4. Click [Begin Export].
  5. Validate the file is exported to the desired location.
  6. Close the form.
  7. Access the 'Envelope Import form.
  8. Click [Select Envelope Import File].
  9. Select the export file for "Envelope A".
  10. Select "Overwrite Existing".
  11. Select the desired value in the 'Load Un-Locked Dictionary Entries' field.
  12. Select the desired value in the 'Load Locked Dictionary Entries' field.
  13. Select the desired value in the 'Include Form Designer Changes' field.
  14. Click [Begin Import Scan].
  15. Validate the 'Import Scan Results' field does not contain errors.
  16. Click [Begin Import].
  17. Validate a message is displayed stating: Import Complete.
  18. Click [OK] and close the form.
  19. Access the 'Envelope Definition' form.
  20. Select "Envelope A".
  21. Validate the envelope details are displayed as expected.
  22. Close the form.
Topics
• Envelope Export • Envelope Import
AV-92009 Summary | Details
Search Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
Scenario 1: Client Search - Search using large amount of characters
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A client form must have document routing enabled (Form A).
  • The logged in user must have an associated practitioner (Practitioner A).
Steps
  1. Navigate to the 'My Clients' widget.
  2. Enter a large value in the 'Search Clients' field that should not return results.
  3. Validate the 'Search Results' field contains "No matches found, please refine search".
  4. Validate no errors are displayed.
  5. Enter "Client A" in the 'Search Clients' field.
  6. Validate the 'Search Results' field contains "Client A".
  7. Access "Form A".
  8. In the 'Select Client' dialog, enter a large value that should not return results.
  9. Validate the 'Search Results' field contains "No matches found, please refine search".
  10. Validate no errors are displayed.
  11. In the 'Select Client' dialog, search and select "Client A".
  12. Populate all required and desired fields.
  13. Select "Final" in the 'Draft/Final' field.
  14. Click [Submit].
  15. Validate a "Confirm Document" document routing dialog is displayed with the document data.
  16. Click [Accept and Route].
  17. Enter the password for the logged in user and click [OK].
  18. Enter a large value in the 'Supervisor' search field that should not return results.
  19. Validate the 'Search Results' field contains "No matches found, please refine search".
  20. Validate no errors are displayed.
  21. Enter "Practitioner A" in the 'Supervisor' field.
  22. Click [Add] and [Submit].
  23. Navigate to the 'My To Do's' widget.
  24. Validate a To Do is displayed for the document routed in the previous steps.
  25. Click [Approve Document].
  26. Validate the document data is displayed as expected.
  27. Click [Accept].
  28. Enter the password for the logged in user and click [OK].
  29. Validate a To Do is no longer displayed.
Topics
• Client Search
AV-93629 Summary | Details
Quick User Definition - Identity Manager users
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick User Definition
  • User Definition
Scenario 1: Quick User Definition - Field Validations
Specific Setup:
  • Have a system with the following configured:
  • The 'Enable OpenID Connect Support' registry setting enabled by a Netsmart Representative.
  • The 'System Security Defaults' form must be configured with the appropriate settings in the "OpenID Connect Configuration" section.
  • The 'Identity Manager' module is installed and configured.
  • The 'System Security Defaults' form must be configured with the appropriate settings in the "Identity Manager Settings" section.
Steps
  1. Access the 'User Definition' form
  2. Enter the desired value in the 'User ID' field.
  3. Enter the desired value in the 'User Description' field.
  4. Select "Yes" in the 'Associate User with a User Role' field.
  5. Select the desired user role in the 'User Role(s)' field.
  6. Select "Yes" in the 'Associate User To Network ID Through Avatar Identity Manager' field.
  7. Populate any other required and desired fields.
  8. Click [Submit]
  9. Access the 'Quick User Definition' form
  10. Select the user created in the previous steps in the 'Select User' field.
  11. Select "Yes" in the 'Use External Login' field.
  12. Validate a message is displayed stating: A user may not be associated to network logins through both Identity Manager and an external ID.
  13. Click [OK] and close the form.
Topics
• Identity Manager • Quick User Definition