Difference between revisions of "Worklist View Editor"
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If these are assigned to users they will cause problems if the user attempts to "personalize" their default Worklist view! | If these are assigned to users they will cause problems if the user attempts to "personalize" their default Worklist view! | ||
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Once a you have decided which type of user to build the worklist for, click NEW to begin creation. | Once a you have decided which type of user to build the worklist for, click NEW to begin creation. | ||
Revision as of 17:42, 22 May 2008
Add 'Worklist' to Work Def Admin
Touchworks does not come configured with an administrative workspace to create & assign Worklist Views. Add the 'Worklist' document/tab to the TWAdmin VTB > Work Def Admin HTB: Go to Admin> Menus- search under Horizontal toolbar- work def admin- menu items click … caption- worklist and save.
Access Worklist View Editor
1. Logout and back in as TWAdmin
'TWAdmin' Workplace(VTB) > 'Work Def Admin' Workspace(HTB) > 'Worklist' Document/tab
2. Click the Worklist View Editor button
Note: In order for a user to see the Worklist View Editor button they must have the the proper security code. The user needs to be assigned to a classification with the security codes: 'Worklist View - Edit' and 'Worklist View Administration'. Assign Security Classifications to Organization Roles
(need to sort out which code does what. Does one code show/hide the editor button and the other show/hide user/entrprise radio buttons within the editor?)
The following screen will display:
You can choose to create/modify the views on the Enterprise or User levels by checking the appropriate radio buttons.
Note: In order for a user to see the 'User' and 'Enterprise' radio buttons they must have the the proper security code. The user needs to be assigned to a classification with the security codes: 'Worklist View - Edit' and 'Worklist View Administration'. Assign Security Classifications to Organization Roles
(need to sort out which code does what. Does one code show/hide the editor button and the other show/hide user/entrprise radio buttons within the editor?)
File:User Enterprise Radios.png
IMPORTANT!
Currently in v11.1 you must deactivate the supplied Allscripts Worklist views.
If these are assigned to users they will cause problems if the user attempts to "personalize" their default Worklist view!
Once a you have decided which type of user to build the worklist for, click NEW to begin creation.
- Give your Worklist a unique name and click OK.
- It is recommended that you add a description for the Worklist in the "Desc:" field.
Decide if your Worklist should automatically expand for the user, saving them clicks.
- Note: There are times when this is not recommended because it will return too many results causing the system to lock up!
The next step is to go through the 17 available tabs and decide which components should be used.
To assign Worklist views to users click on "Manage Personal"
In addition to assigning Worklists to users in the Edit Worklist menu, SSMT can also be used by grabbing the following Content Categories:
- Worklist Views
- Worklist Views - Users
Setting Users "Go To..." button
Note: double clicking on patient invokes the same action as pressing the "Go To..." button
We can now set the preferences that will automatically bring the user from the Task List to their default Worklist in the Clinical Desktop.
TWAdmin > Preferences > WorkspaceViewTasks - Set to Worklist View (in Clinical Desktop)
Note: If you complete these steps and the user is not automatically taken to the Worklist from the Tasks screen
check to see that users Personal view is set to Worklist- not BLANK!