New style of document selector
Development Project Status: Developer Review
Forum: www.openvpms.org/forum/new-type-document-selector
Jira: http://jira.openvpms.org/jira/browse/OVPMS-1085
This was raised at the recent Users meeting (Point 3 from minutes)
www.openvpms.org/forum/victorian-users-meeting-monday-19th-july
What about this;
A new type of document selector at checkin. This document selector would;
1) Show more then just forms. In fact it would show any template that has a Classification "Check In Document" (See Below)
2) The templates so listed have a Print button. Multiple copies can be printed by pressing the button multiple times. Normal Interactive/Non interactive behaviour applies.
We would need to add the ability to have Classifications for Templates so they can be grouped into lists.
I like this type document selector for most use cases. Furthermore by having templates able to be grouped into user defined lists, creates the possibility of filtering documents in most use cases. eg. Check In Documents, Check Out Documents, New Client Documents etc etc. We have hundreds of templates and effective filtering the template list requires a good knowledge of what they are called.
Revised 03/11/11
This was revised after discussion. It was suggested that the project just achieve one simplified aim which would be to allow documents to be linked to one or more worklists/schedules. This would allow users to customise the documents they selected from during Check-In and other workflows.
Point 2 (the print button) was removed from the specification as the recent changes to printing options in Templates made it redundant.Point 2 (the print button) was removed from the specification as the recent changes to printing options in Templates made it redundant.
By using links and not classifications/groups, the same list will show for Check-In and Check Out actions. Is this a problem for anyone?
Comments
New style of document
Each template has a Type node, to indicate the archetype/type of the template (e.g Invoice, Patient Letter, Report).
They also have a Report Type node (e.g Customer, Product).
Its only used at present in the Reporting -> Reports workspace to filter templates with a Type of "Report"
It could include classifications like "Check In Documents", "New Client Documents" etc.
It would then be a matter of changing the template query to include filtering by the Report Type node.
New Style of Document Selector (Response to Tim)
Hey Tim,
Some templates will need to appear in multiple groups.
Just for example, both Check-In and Check Out documents.
Could the Report Type be a many to one relationship?
Matt C
Yep.
Yep.