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RADplus 2024 Update 40

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2017 Update 71
RADplus 2020 Update 91
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

The following issues are resolved: 1) Disabled users may be included in the Mobile user count. 2) The error '[UNDEFINED]GetToDoList+107^UIToDo', which can occur in the 'My To Dos' widget. 3) The error '[SUBSCRIPT]GetApprovers+23^DocRoutingAPI2', which can occur when using 'Approver Override' for a document routed to a deactivated user. 4) The error '[SUBSCRIPT]zDefineToDo+23^SYSTEM.RadPlusWorkFlowToDo.1', which occurs in 'Approver Override' after another error is encountered. 5) The error '[SUBSCRIPT]displayExistingToDoItems+41^GUIWFReassignToDo', which can occur in the 'Delete/Re-Assign To Do Items' form. A background process will correct existing todos with these issues, it may take some time to complete.

Required Updates

None

Included Updates

9, 13

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Mobile user count
Ensure all disabled users are excluded from the license count for mobile users.
Topics
• User Definition • User Role Definition
 
To Do and Delete/Re/Assign - All Forms
Resolves an issue to ensure accessing the 'To Do and Delete/Re/Assign items' form is successful. KB0076622 v0.01
Topics
• Document Management
 
To Do List - Other Client Id
Ensure the To Do List is populated when added from the other Client User ID.
Topics
• ToDo's
 
Acceptance Tests
AV-95637 Summary | Details
Mobile user count
Scenario 1: Validate adding a user in form 'User Definition'
Specific Setup:
  • A form must be defined in 'Document Management Definition' with an apostrophe (Form A).
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. Populate all required and desired fields.
  5. Navigate to 'Document Management' tab.
  6. Select "No" in the 'Is this user a Document Management Administrator' item.
  7. Select "Specify forms" in the 'Forms Allowed to Print' field.
  8. Click [Select Forms to Print].
  9. Select "Form A" in the 'Select Forms' field.
  10. Click [OK].
  11. Click [Select Forms to Print].
  12. Validate "Form A" is still selected.
  13. Click [OK].
  14. Submit the form.
  15. Access the 'User Definition' form.
  16. Select the user created in the previous steps.
  17. Navigate to 'Document Management' tab.
  18. Click [Select Forms to Print].
  19. Validate "Form A" is still selected.
  20. Click [OK] and close the form.
Topics
• User Definition • User Role Definition
AV-96533 Summary | Details
To Do and Delete/Re/Assign - All Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Approver Override
  • TO DO'S
  • Delete/Re-Assign To Do Items
  • Escalate To Do Item
Scenario 1: "Approver Override" form - Validate Document display and functionality
Specific Setup:
  • Have two users who are staff members [StaffA] and [StaffB].
  • Have two forms enabled for document routing [FormA] and [FormB] and both use form type, [TypeA].
  • [ClientA] has two document rows [DocRow1] and [DocRow2] submitted in [FormA] that has been routed to [StaffB] for approval.
  • [ClientB] has two document rows [DocRow1] and [DocRow2] submitted in [FormB] that has been routed to [StaffB] for approval.
  • [StaffA] has the "My To Do's" widget on their home view.
  • Log in as [StaffA].
Steps
  1. Open form "Approver Override":
  2. In the "Form Type" field choose In the "Entity" field, select [TypeA].
  3. In the "Entity" field select [ClientA]:
  4. Populate the "From" and "To", date fields.
  5. Click the "List of Documents" field:
  6. Validate both [DocRow1] and [DocRow2] are displayed as expected.
  7. Select [DocRow1]:
  8. Click [Display Document] to view the document:
  9. Validate the "Confirm Document" screen displays document data for [ClientA], [DocRow1], as expected.
  10. Click [Close].
  11. Click the "List of Documents" field:
  12. Select [DocRow2].
  13. Click [Display Document] to view the document:
  14. Validate the "Confirm Document" screen displays document data for [ClientA], [DocRow2], as expected.
  15. Click [Close].
  16. In the "Entity" field select [ClientB]:
  17. Populate the "From" and "To", date fields.
  18. Click the "List of Documents" field.
  19. Validate both [DocRow1] and [DocRow2] are displayed as expected.
  20. Select [DocRow1]:
  21. Click [Display Document] to view the document:
  22. Validate the "Confirm Document" screen displays document data for [ClientB], [DocRow1], as expected.
  23. Click [Close]
  24. Click the "List of Documents" field
  25. Select [DocRow2]
  26. Click [Display Document] to view the document
  27. Validate the "Confirm Document" screen displays document data for [ClientB], [DocRow2], as expected
  28. Click [Update Approvers]
  29. In the "Route Document To" screen, uncheck the current selected approver
  30. In the "Add Approver" field, select [StaffA]
  31. Click [Submit]
  32. Navigate to the "My To Do's" widget, and locate the row with the To Do sent in step 1d
  33. Click [Approve Document]
  34. Validate the "Confirm Document" screen displays document data for [ClientB], [DocRow2], as expected
  35. Click [Accept]
  36. Populate the "Verify Password" prompt
  37. Click [OK]
  38. Validate the "To Do" is removed from the "My To Do's"
Scenario 2: Delete/Re-Assign To Do's - Validations
Specific Setup:
  • [UserA] has sent a notification To Do [NoteTodoA] to [UserB] via form "Send To Do Notification"
  • [UserA] has also sent a notification to do [NoteTodoB] to [UserC] via form "Send To Do Notification"
  • [UserD] does not have any To Do's in their "My To Do's" list
  • [UserE] has two To Do items [TestToDoA] and [TestToDoB] in their "My To Do's" list, not generated via form "Send To Do Notification"
  • Log in as [UserA]
Steps
  1. Navigate to the "My ToDo's" widget and click to refresh the widget
  2. Click the "Sent & Not Received" column in the widget
  3. Validate [NoteTodoA] generated in setup that was sent to [UserB] is present
  4. Validate [NoteTodoB] generated in setup that was sent to [UserC] is present
  5. Select [NoteTodoA] and click the "Escalate" column in the widget
  6. Click the "Escalate To Do Item" link in the column
  7. In the "Escalate To Do Item" form
  8. Search for [UserD], in the "Select User" search field
  9. Click [Add User]
  10. In the "Sent To" field, click the check box for [UserD]
  11. In the "Note" field, enter a desired message for [UserD]
  12. Click [Submit]
  13. At the "To Do Sent" message dialog, click [OK]
  14. Now select the row for the to do [NoteTodoB] click the "Escalate" column
  15. Click the "Escalate To Do Item" link in the column
  16. In the "Escalate To Do Item" form
  17. Search for [UserE], in the "Select User" search field
  18. Click [Add User]
  19. In the "Sent To" field, click the check box for [UserE]
  20. In the "Note" field, enter a message for [UserE].
  21. Click [Submit]
  22. At the "To Do Sent" message dialog, click [OK]
  23. At the Home View, open form "Delete/Re-Assign To Do Items"
  24. Select "Delete" in the "Delete/Re-assign" field
  25. In the "Select User" field, select [UserD]
  26. Validate a message stating "All To-Do Items for this user have been reviewed or deleted" is displayed
  27. Click [OK]
  28. Validate there are no to do's present in the "To Do's" list box as expected, including the escalated notification [NoteToDoA] sent to [UserD] in step1, [Please Note: Any To Do's generated via "Send Notification To Do" form, are excluded from the "Delete/Re-Assign To Do Items" form]
  29. Click [OK]
  30. Select "Re-Assign" in the "Delete/Re-assign" field
  31. In the "Select User" field, select [UserD] again
  32. Validate a message stating "All To-Do Items for this user have been reviewed or deleted" is displayed again
  33. Click [OK]
  34. Validate there are no To Do's present in the "To Do's" list box as expected, including the escalated notification [NoteToDoA] sent to [UserD] in step 1.
  35. Click [OK]
  36. Select "Delete" again in the "Delete/Re-assign" field
  37. This time in the "Select User" field, select [UserE]
  38. Validate the notification to do [NoteToDoB], escalated to [UserE] in step1 is not present in the "To Do's" list box, as expected
  39. Validate [TestToDoA] and [TestToDoB] that were not generated from the "Send To Do Notification" form are present in the "To Do's" list box
  40. Select [TestToDoA] in the "To Do's" list box
  41. Enter any desired comment in the "Comment" field
  42. Submit the form and return to the form
  43. Select "Re-Assign" in the "Delete/Re-assign" field
  44. In the "Select User" field, select [UserE]
  45. Validate [TestToDoA] just deleted is not present in the "To Do's" list box.
  46. Validate the notification [NoteToDoB], escalated to [UserE] is also not present in the "To Do's" list box
  47. Validate [TestToDoB] is present in the "To Do's" list box
  48. Select [TestToDoB]
  49. In the "Select Target User" field, select any other user [UserF] to re-assign the to do to
  50. Submit the form
  51. Validate the form submits successfully
  52. Closet the form
  53. Log out as [UserA]
  54. Log in as [UserF]
  55. Navigate to the "My To Do's" list
  56. Validate the to do reassigned to [UserF] is present in their to do's list as expected
  57. Click [Review To Do Item]
  58. Validate the to do information for [TestToDoB], is displayed as expected
  59. Select the "Review" check box
  60. Submit the form
  61. Validate the To Do is removed from the "My To Do's" widget
Topics
• Document Management
AV-96801 Summary | Details
To Do List - Other Client Id
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • App Dashboard
  • app-create-to-do
  • app-sidebar
  • Dynamic Form - Admission - Client
  • Dynamic Form - staff auto assign
  • Dynamic Form - System Message
  • Modeled Client
  • nx-error-dialog
  • Practitioner Enrollment
  • Review To Do Item (PM)
Scenario 1: Modeled Form - Send To Do
Specific Setup:
  • A modeled form is defined (Form A).
  • "Form A" must have the 'Enable To-Do Creation From Form' field set to "Yes" in 'Form Definition'.
  • A client is enrolled in an existing episode (Client A).
  • Two users (User A & User B) are defined with associated practitioners (Practitioner A & Practitioner B).
Steps
  1. Log in as "User A".
  2. Select "Client A" and access "Form A".
  3. Populate all required and desired fields.
  4. Click [Send To Do].
  5. Validate a 'Create To Do' dialog is displayed.
  6. Select "Practitioner A" in the 'Select Staff' field.
  7. Enter the desired value in the 'Note' field.
  8. Click [Save].
  9. Finalize and submit the form.
  10. Log out.
  11. Log in as "User B".
  12. Navigate to the 'My To Do's' widget.
  13. Validate a To Do is displayed from "User A".
  14. Click [Review To Do Item].
  15. Validate the 'Review To Do Item' form is displayed.
  16. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  17. Click [Submit].
  18. Validate the To Do is no longer displayed.
Topics
• ToDo's