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RADplus 2024 Update 35

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2018 Update 144
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The following issues are resolved: 1) Completed rule based routing items may be reassigned from the 'Routing Admin Dashboard' form. 2) Processing for the 'User Merge' form may not complete.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
'User Merge' form
Ensure processing for the 'User Merge' form completes as expected.
Topics
• User Definition • User Merge
 
Routing Admin Dashboard - Completed Items
Ensure completed rule based routing items cannot be re-assigned in the 'Routing Admin Dashboard' form.
Topics
• Rule Based Routing
 
Acceptance Tests
AV-93537 Summary | Details
'User Merge' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • User Merge
Scenario 1: 'User Merge' - merge existing user into a new user
Specific Setup:
  • A CWS form must be attached to the PM menu using the 'Attach Other Application Form To Menu' form (Form A).
  • A user role must be defined (User Role A) with the following:
  • Access to "Form A" in the 'Select Forms' field in the 'Appointment Scheduling' section.
  • A user must be defined and associated to "User Role A" (User A).
Steps
  1. Access the 'User Merge' form.
  2. Select "New" in the 'Merge Into New or Existing User' field.
  3. Enter "MergeUser" in the 'New User ID' field.
  4. Enter "Merge User" in the 'New User Description' field.
  5. Select "User A" in the 'Source User 1' field.
  6. Click [Submit].
  7. Validate a "Form Return" message is displayed stating: User Merge has completed. Do you wish to return to form?
  8. Click [Yes].
  9. Select the "User Merge Process" section.
  10. Select "User" in the 'All or User' field.
  11. Select "MergeUser" in the 'User Part of Merge' field.
  12. Click [Display Progress Log].
  13. Validate the 'User Merge Progress Log' shows 100% complete. This may take a few moments.
  14. Close the form.
  15. Access the 'User Definition' form.
  16. Select "User A" in the 'Select User' field.
  17. Validate a message is displayed stating: User ID "User A" is disabled. Only User Description can be updated.
  18. Click [OK].
  19. Select "MergeUser" in the 'Select User' field.
  20. Validate the 'User ID' field contains "MergeUser".
  21. Validate the 'User Description' field contains "Merge User".
  22. Validate "User Role A" is selected in the 'User Role(s)' field.
  23. Close the form.
Topics
• User Definition • User Merge
AV-96307 Summary | Details
Routing Admin Dashboard - Completed Items
Scenario 1: Routing Admin Dashboard - Re-Assign
Specific Setup:
  • The system is set up for Rule-Based Routing.
  • Must have a rule-based routing item that has been completed (Item A).
  • Must have a rule-based routing item that has not been completed (Item B).
Steps
  1. Access the 'Routing Admin Dashboard' form.
  2. Select the desired value in the 'Queue' field and click [Search].
  3. Select "Item A" from the 'Results' list and click [Re-Assign].
  4. Validate a message is displayed stating: Completed documents may not be re-assigned.
  5. Click [OK].
  6. Select "Item B" in the 'Results' list and click [Re-Assign].
  7. Select "Direct Assignment" in the 'Assignment Type' field.
  8. Select the desired value in the 'New Queue' field.
  9. Select the desired value in the 'New Status' field.
  10. Select the desired user in the 'New User' field.
  11. Click [File].
  12. Select the queue the document has been re-assigned to in the 'Queue' field.
  13. Click [Search].
  14. Validate "Item B" is displayed in the 'Results' list with the updated status/user.
  15. Close the form.
Topics
• Rule Based Routing