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RADplus 2024 Update 71

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.01.01
RADplus 2024 Update 50

Product Update Description

The following issues are resolved: 1) The Table Definition form sometimes fails from a '[COMMAND]ValidateCDRTableName+17^GUIObjectT1' error. 2) The Change MR# form sometimes fails from a '[METHOD DOES NOT EXIST]ChangeEntityId1+2^GUIObjectBinaryAPI' error.

Required Updates

RADplus 2024 Update 50

Included Updates

22, 23, 50

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Assigning or changing an MR#
An issue is resolved when attempting to assign a permanent MR# via the "Admission" or "Assign Permanent MR#" forms or when submitting form "Change MR#". This could occur when modeled tables existed on the system configured in "Table Definition" with a binary table name set in field "Pre-Filing Report Schema/Table"
Topics
• Admission • Assign MR# • Change MR# • Client Management
 
Table Definition - new table
An issue is resolved that could occur when creating a new table in form "Table Definition", when the name chosen for the new table was the same name populated in field "Binary Storage Table Name" in another table on the system
Topics
• Document Routing • Modeling
 
Acceptance Tests
AV-98835 Summary | Details
Assigning or changing an MR#
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Change MR#
  • Call Intake
Scenario 1: Change MR# - Form Validations
Specific Setup:
  • Have a system with a modeled table that exists on the system with following fields set in form "Table Definition":
  • 'Does this table require an associated table for the storage of binary information' set to "Yes" and with the "Binary Storage Table Name" field populated with a value
  • "Create Pre-Filing Report Table" set to "Yes" and the field "Pre-Filing Report Schema/Table" populated with a binary table name value
  • Have two active clients with permanent MR#'s assigned in the system for testing:
  • [ClientA]
  • The client currently has no documents that are pending approval
  • [ClientB]
  • The client currently has two pending documents approval [Doc1] and [Doc2], routed to user [TestUser]
  • [TestUser] has the "My To Do's" widget on their homeview
  • Log in a [TestUser]
Steps
  1. Access the 'Change MR#' form
  2. Select [ClientA] in the 'Client ID' field.
  3. Click [Assign MR#].
  4. Validate a message is displayed stating: Auto Assign Next ID Number?
  5. Click [Yes].
  6. Validate the 'New Client ID#' field contains the new ID for [ClientA]. Make a note of the new ID number
  7. Click [Submit].
  8. Validate the form submits successfully
  9. At the Home screen, search for [ClientA]
  10. Validate [ClientA] is found and their new client ID noted in step 1 is displayed
  11. Click to open "Chart" or "Client Dashboard"
  12. Validate the header section displays the clients name and their new client ID# in parentheses
  13. For example: Test ClientA (28)
  14. Access the 'Change MR#' form
  15. Select [ClientB] in the 'Client ID' field.
  16. Click [Assign MR#].
  17. Validate a message is displayed stating: Auto Assign Next ID Number?
  18. Click [Yes].
  19. Validate the 'New Client ID#' field contains the new ID for [ClientA]. Make a note of the new ID number
  20. Click [Submit].
  21. Validate an error message stating "This client has documents which are currently pending approval. The MR number cannot be changed until these documents are finalized or rejected."
  22. Click [OK]
  23. Close the form
  24. Navigate to the "My To Do's" widget on the home view
  25. Locate the 'To Do's' for [Doc1] and [Doc2] waiting for review
  26. Click each 'To Do', review and either accept or reject the documents
  27. Validate the 'To Do's' are removed from the 'To Do' list
  28. Access the 'Change MR#' form
  29. Select [ClientB] in the 'Client ID' field.
  30. Click [Assign MR#].
  31. Validate a message is displayed stating: Auto Assign Next ID Number?
  32. Click [Yes].
  33. Validate the 'New Client ID#' field contains the new ID for [ClientB]. Make a note of the new ID number
  34. Click [Submit].
  35. At the Home screen, search for [ClientB]
  36. Validate [ClientB] is found and their new client ID noted in step 5 is displayed
  37. Click to open "Chart" or "Client Dashboard"
  38. Validate the header section displays the client's name and their new client ID# in parentheses. For example: Test ClientB (30)


Scenario 2: Assign Permanent MR# - form validations
Specific Setup:
  • Have a system with a modeled table that exists on the system with following fields set in form "Table Definition":
  • 'Does this table require an associated table for the storage of binary information' set to "Yes" and with the "Binary Storage Table Name" field populated with a value
  • "Create Pre-Filing Report Table" set to "Yes" and the field "Pre-Filing Report Schema/Table" populated with a binary table name value
Steps
  1. Access the 'Call Intake' form.
  2. Enter the desired last name in the 'Last Name' field.
  3. Enter the desired first name in the 'First Name' field.
  4. Select "Male" in the 'Sex' field.
  5. Click [Search].
  6. Validate the 'Search' field states: "No matches found".
  7. Click [New Client].
  8. Select the desired value in the 'Call Or Walk-In' field.
  9. Select the desired value in the 'Caller Type' field.
  10. Enter the desired date in the 'Call Date' field.
  11. Enter the desired time in the 'Call Time' field.
  12. Select the desired program in the 'Program' field.
  13. Select desired value in the 'Disposition' field.
  14. Click [Submit].
  15. Select the new client in the 'Recent Clients' field.
  16. Validate the client ID contains "P".
  17. Access the 'Assign Permanent MR' form.
  18. Validate the 'Name' field contains the name entered in the previous steps.
  19. Validate the 'Temporary ID' field contains "P".
  20. Click [Assign Permanent MR #].
  21. Click [Yes].
  22. Validate the 'Assigned ID' field does not contain "P". Make a note of the ID number
  23. Click [Submit].
  24. Select the new client in the 'Recent Clients' field.
  25. Validate the client ID does not contain "P" and the new number noted in step 3 is assigned, as expected
Scenario 3: Admission - Validate 'Assign Permanent MR #' functionality
Specific Setup:
  • Have a system with a modeled table that exists on the system with following fields set in form "Table Definition":
  • 'Does this table require an associated table for the storage of binary information' set to "Yes" and with the "Binary Storage Table Name" field populated with a value
  • "Create Pre-Filing Report Table" set to "Yes" and the field "Pre-Filing Report Schema/Table" populated with a binary table name value
Steps
  1. Access the 'Call Intake' form.
  2. Enter the desired last name in the 'Last Name' field.
  3. Enter the desired first name in the 'First Name' field.
  4. Select "Male" in the 'Sex' field.
  5. Click [Search].
  6. Validate the 'Search' field states: "No matches found".
  7. Click [New Client].
  8. Select the desired value in the 'Call Or Walk-In' field.
  9. Select the desired value in the 'Caller Type' field.
  10. Enter the desired date in the 'Call Date' field.
  11. Enter the desired time in the 'Call Time' field.
  12. Select the desired program in the 'Program' field.
  13. Select desired value in the 'Disposition' field.
  14. Click [Submit].
  15. Select the new client in the 'Recent Clients' field.
  16. Validate the client ID contains "P" and the client name is the name entered in step 1
  17. Open the "Admission" form
  18. Validate the "Assign MR#?" dialog is displayed
  19. Click [Yes] to assign a permanent MR#
  20. At the next dialog, click [Yes] to assign the next available ID number
  21. At the "Admission" screen
  22. Validate the "Client Name" field is populated with name entered in step 1
  23. Populate the required fields and any other desired fields on the form
  24. Click to submit the form
  25. Validate the form submits successfully
  26. At the home screen, in the "Recent Clients" list
  27. Validate the client has now been assigned a permanent MR#
  28. Click to open their "Chart" or "Client Dashboard"
  29. Validate the header section displays the clients name and their new permanent MR# in parentheses
  30. For example: TEST CLIENT (25)
Topics
• Admission • Assign MR# • Change MR# • Client Management
AV-98851 Summary | Details
Table Definition - new table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Definition (CWS)
  • Table Definition (CWS)
Scenario 1: "Table Definition" Form - New table addition validations
Specific Setup:
  1. Have a system with modeled tables existing in both "PM" and "CWS" applications
  2. Using a database query program, connect to the "CWS" namespace and run the following query:
  3. 'Select tablecsmid from SQLUser.RadPlusCSMTable ORDER BY tablecsmid ASC'
  4. This will output all the table ID numbers (tablecsmid) for the tables existing in that namespace in numerical order. Make a note of the output. (Note: "SQL Query" in the cache "System Management Portal" can be used to execute the query, if access is accessible)
  5. Repeat the last step connected to the "PM" namespace. Make a note of the output
  6. Compare the output from the two namespaces in step 1 and 2
  7. Locate table with an ID# that exists in CWS that does not exist in PM
  8. Note the name and number of the table: For example: [CWSTestTableA (19)]
Steps
  1. In "Avatar CWS" open form "Table Definition"
  2. Select the table noted in the setup [CWSTestTableA]
  3. Navigate to the prompt 'Does this table require an associated table for the storage of binary information' field and set it to "Y", if it's not already
  4. In the 'Binary Storage Table Name' field enter a value (i.e. "Cwsbinary_Test"), if there's not a value already.
  5. Make note of the 'Binary Storage Table Name' field value [Cwsbinary_Test]
  6. Make a note of the envelope name in the "Envelope" field [CWSenvelopeA]
  7. Submit the form and exit
  8. In "Avatar CWS" open form "Envelope Definition" and select [CWSenvelopeA]
  9. Make a note of the value in the "SQL Schema" field [SYSTEMA]
  10. Exit the form
  11. Re-open form "Envelope Definition"
  12. Enter a new envelope name [CWSenvelopeB] and click to create the new envelope
  13. Select a value in the "Entity Database" field
  14. In the "SQL Schema" field, enter a different value than the one noted in n step 2a. [SYSTEMB]
  15. Set the 'Include Envelope within CDR' field to "Yes"
  16. Submit the form
  17. In "Avatar CWS" open form "Table Definition"
  18. In the search field, enter the name of the 'Binary Storage Table Name' field name noted in step 1c. For this test [Cwsbinary_Test]
  19. Click [New Avatar CWS Table]
  20. When prompted to select an "Envelope", select the envelope noted in step 2, [CWSenvelopeA]
  21. Click [OK]
  22. Validate the entry is accepted and the user is navigated to the table definition screen to create the new table
  23. Validate the "Table Name" field is populated with [Cwsbinary_Test]
  24. Populate all the required fields and any other desired fields
  25. Submit the form
  26. Validate the table submits successfully
Topics
• Modeling