Create Chart Views and Assign to Roles

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===Chart Admin Overview

The user must have been granted access to a view in TWAdmin / Chart Admin AND the workspace view definition must include that component view in the list for ChartViewer. (need clarification regarding relationship between Chart Admin and Clinical Desktop View configuration)

The items the user sees in the Chart component of the clinical desktop are controlled by the view.

The System comes with 12 predefined views.

Enterprise views can be created and assigned to multiple users.

One or more personal views can be created for each individual user.

A user can access their personal and/or assigned enterprise views via a dropdown in the Chart component of the clinical desktop.

One view must be designated as the default.

Enterprise views and default views should be created and assigned based on roles.

Personal views should be used only to accommodate a user's personal preferences.

===Access the Chart Admin (workspace?)

  1. Log in as (TWAdmin?).
  2. Select (TWAdmin?) workplace.
  3. Select 'Chart Admin' (workspace?) from the Vertical Tool Bar (VTB).
  4. Select 'Enterprise Views' or 'Personal Views' (document? workspace?) from the Horizontal Tool Bar (HTB).
  5. The 'View:' field displays the name of the task view being created, edited or deleted.
  6. To edit or delete an existing view, select it from the View dropdown.
  7. To create a new view, click 'New'.
  8. Always enter a description of the view.
  9. Use the radio buttons to set the list of chart items to display as collapsed or expanded.

Access chart admin.jpg

===Configure one or more filters to limit the tasks displayed.

Each tab is a filter. Select the tab to configure the filter.

Only the item or items selected in the filter will appear in the view.

Check the 'Items(s)' box to select all items.

Check the 'Items with unassigned' box to include items that were not assigned.


  • Encounter Date use to limit to recent encounters or those within a certain time period.
  • Problem Click the add button to ?
  • Specialty
  • Provider Click the add button to ?
  • Owner Click the add button to ?
  • Section Select the sections to include.

Days: Show items for how many days back.

Items: Limit the number of items to this number.

  • Item Type

===Configure one or more sorts to organize the tasks displayed.

Note: Sorts will be executed in order.

===Manage Sections Select 'Manage Sections' tab from the Horizontal Tool Bar (HTB).

The Manage Sections tab is used to assign chart items to the different chart sections.

Each chart item can only be assigned to one section.

The upper left box displays all the chart sections in the order they would appear if they were all included in a single view.

To add chart items to a section: highlight the section, check the items in 'Unassigned Chart Items' list and click 'Assign'.

To remove chart items from a section: highlight the section, check the items in 'Assigned Chart Items' list and click 'Remove'.

Removed items will be added to the bottom of the 'Unassigned Chart Items' list.

To change the order of the sections: highlight a section and use the arrows to move it up or down.

To promote or demote sections in the hierarcy: use the left and right arrows.

Insert Section: (why is this greyed out?)

To permanently remove a section: click 'Delete Section'.

To rename a section or change it's icon: select 'Rename Section'.

Inherit Orders: ?

To undo the last action: click 'Cancel'

Select 'save' to save changes before moving to another tab within the Chart Admin workspace.

===Assign Views to Users Select 'Manage Personal' from the Horizontal Tool Bar (HTB).

Select a user from the 'Views For:' dropdown or click 'All' to search all users. (who are the users in the dropdown?)

To Add enterprise task views to the user, select the view in the lower table and click 'Add to My Views'.

To Remove views from a user, select the view in the upper table and click "Remove"

If the selected view is a personal view, the system will display a warning before deleting the view.

Select the default view for the user by selecting a view from the upper table and clicking 'Set as Default'.

The view selected as default cannot be removed. To remove the default view, make another view the default.

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