Difference between revisions of "Create Edit Task Views"
Line 4: | Line 4: | ||
==High Level Process for Upgrades== | ==High Level Process for Upgrades== | ||
#Review all of the new tasks that come delivered with V11 | #Review all of the new tasks that come delivered with V11 | ||
− | |||
#Review current task views and add new tasks to the appropriate views | #Review current task views and add new tasks to the appropriate views | ||
− | |||
− | |||
#Determine if any new task views need to be created | #Determine if any new task views need to be created | ||
− | + | ##Determine if any new teams are needed to assign to new task views | |
− | |||
− | ##Determine if any new teams are needed to assign to new task views | ||
− | |||
##Assign any new task views to the appropriate users | ##Assign any new task views to the appropriate users | ||
− | #*This can be done manually | + | #*This can be done manually or through SSMT. When assigning a large amount of views SSMT is the preferred method. |
#Review Default over due time settings and modify if desired | #Review Default over due time settings and modify if desired | ||
− | + | ==Reccomendations== | |
When creating teams for large organizations the team list can become cumbersome to navigate through. Creating teams as users allows end users to add the user to their user list favorites instead of having to search through the entire list of teams. | When creating teams for large organizations the team list can become cumbersome to navigate through. Creating teams as users allows end users to add the user to their user list favorites instead of having to search through the entire list of teams. | ||
− | ==Review | + | ==Review New V11 Tasks== |
+ | ==Add New tasks to Exiting Views== | ||
− | == Define the Task Views == | + | ==Define the Task Views== |
Once we know what the new ''tasks'' are we can begin defining the ''views'' by using the ''Task View Worksheet'' within the ''Upgrade Build Workbook – Phase I.exe spreadsheet.'' | Once we know what the new ''tasks'' are we can begin defining the ''views'' by using the ''Task View Worksheet'' within the ''Upgrade Build Workbook – Phase I.exe spreadsheet.'' | ||
Line 30: | Line 25: | ||
Work with the client to fill in this worksheet. The client is knowledgeable about how these views work, so their input is not just necessary it is invaluable. | Work with the client to fill in this worksheet. The client is knowledgeable about how these views work, so their input is not just necessary it is invaluable. | ||
− | ''Task View Worksheet'' | + | ''Task View Worksheet'' |
[[Image:tasksj.jpg]] | [[Image:tasksj.jpg]] | ||
− | |||
− | |||
− | |||
Once the ''Task View Worksheet'' is completed you are ready to load the ''Task Views'' into the system. | Once the ''Task View Worksheet'' is completed you are ready to load the ''Task Views'' into the system. | ||
− | |||
− | |||
== Loading the Tasks Views == | == Loading the Tasks Views == | ||
− | |||
For training purposes I am going to load the Patient Call Back View at the Enterprise Level. | For training purposes I am going to load the Patient Call Back View at the Enterprise Level. | ||
− | |||
Log into TouchWorks as TWAdmin | Log into TouchWorks as TWAdmin | ||
Line 56: | Line 44: | ||
Type in Patient Call Back as the view name | Type in Patient Call Back as the view name | ||
− | |||
− | |||
[[Image:task d.jpg]] | [[Image:task d.jpg]] | ||
− | |||
− | |||
− | |||
− | |||
== Set the Filters == | == Set the Filters == | ||
Line 71: | Line 53: | ||
Note that additional or different fields appear as you click on each filter. | Note that additional or different fields appear as you click on each filter. | ||
− | |||
[[Image:taske.jpg]] | [[Image:taske.jpg]] | ||
− | |||
[[Image:task f.jpg]] | [[Image:task f.jpg]] | ||
− | |||
Once all of the information from the worksheet is loaded, | Once all of the information from the worksheet is loaded, |
Revision as of 21:03, 26 June 2008
New in V11
There are several new Tasks in V11
High Level Process for Upgrades
- Review all of the new tasks that come delivered with V11
- Review current task views and add new tasks to the appropriate views
- Determine if any new task views need to be created
- Determine if any new teams are needed to assign to new task views
- Assign any new task views to the appropriate users
- This can be done manually or through SSMT. When assigning a large amount of views SSMT is the preferred method.
- Review Default over due time settings and modify if desired
Reccomendations
When creating teams for large organizations the team list can become cumbersome to navigate through. Creating teams as users allows end users to add the user to their user list favorites instead of having to search through the entire list of teams.
Review New V11 Tasks
Add New tasks to Exiting Views
Define the Task Views
Once we know what the new tasks are we can begin defining the views by using the Task View Worksheet within the Upgrade Build Workbook – Phase I.exe spreadsheet.
Work with the client to fill in this worksheet. The client is knowledgeable about how these views work, so their input is not just necessary it is invaluable.
Task View Worksheet
Once the Task View Worksheet is completed you are ready to load the Task Views into the system.
Loading the Tasks Views
For training purposes I am going to load the Patient Call Back View at the Enterprise Level.
Log into TouchWorks as TWAdmin
Go to the Task Admin Menu
Chose Enterprise Views
Click New
Type in Patient Call Back as the view name
Set the Filters
Each filter is an item from the Task View Worksheet.
Click on each filter and populate the Fields with the clients information.
Note that additional or different fields appear as you click on each filter.
Once all of the information from the worksheet is loaded,
Click Save
Define new Teams required to support the new Tasks workflow
Assign the Task Views to the appropriate users
Next we must assign the new Task Views to the appropriate users
While still logged in as TWAdmin
Click on the Task Admin tab located on the VTB
Click on the Manage Personal tab
Select the user you want to assign this new view to from the Views For: drop down menu
Find the newly added Task View in the Enterprise Views section at the bottom half of page
Highlight the newly added Task View
Click Add to My Views
Testing the Task Views
Log in to TouchWorks as a user assigned to this new Task view
Click on the Tasks Tab from the Vertical Tool Bar
Click on the Task List Tab from the Horizontal Tool Bar
From the View drop down Menu find the Task View you just created Click on it and confirm the view.