Configuring Remediation Pages

The Case Issues Grid view is responsible for the looks and appearance of the Case Grid in the All Cases and My cases tab of the Issues Search page. The view consists of the following parts:

• general
• domain

The general-related part includes columns which are common for all domains and configurations in the main Included section of the Case Issues Grid view.

The domain columns are displayed next to the general columns in the grid and can each be preconfigured for the current user domain.

In order to configure how the Case grids appear on the Issues Search page, click the Tables tab and select WF Cases from the list of tables. The table should consist of the following views:

• My filter Issues Grid
• All Filter Issues Grid
• Advanced Search View
• Case Issues Grid View

First, check if the current metadata contains a particular view in Views List. If the Case Issues Grid View is not created yet, delete the existing Master Issues Grid View, then click the New View button and fill in the required fields, as shown in the following image.

Click Create and then click the Tables tab, open the WF Cases table, and click Edit Table.

Add the required Views from the Add View drop-down list and exclude any that are not required.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view.

The Ticket Issues Grid View is responsible for how the Inline grid appears, which is used to display Ticket details. In order to configure the Inline grids in the Issues Search page, click the Tables tab and select WF Tickets from the list of tables. That table should consist of the following views:

• My filter Issues Grid
• All Filter Issues Grid
• Ticket Issues Grid View.

Check if the current metadata contains a particular View in Views list. If the Ticket Issues Grid View is not created yet, delete the existing Instance Issues Grid View, then click the New View button and fill in the required fields, as shown in the following image.

Click Create, and click Tables tab, then open the WF Tickets table and click Edit Table.

Add the required Views from the Add View drop-down list and exclude any that are not required.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view.

The configuration of nested columns (for example, display name, sortable, filterable) are available by clicking the pencil (edit) icon for the appropriate columns and updating the corresponding options.

In order to configure the Filtering Panel for cases on the Issues page, click the Tables tab and then click WF Cases from the list of tables. If the Filtering panel for tickets needs to be configured, then the WF Tickets table should be edited.

The My Cases Filter View is responsible for the list of filtering criteria displayed in the Filtering panel of the My Cases tab, as shown in the following image.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view.

In order to configure the Filtering Panel for cases on the Issues page, click the Tables tab and then click WF Cases from the list of tables. If the Filtering panel for tickets needs to be configured, then the WF Tickets table should be edited.

The All Cases Filter View is responsible for the list of filtering criteria displayed in the Filtering panel of the All Cases tab.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view.

In order to change the number of Filtering criteria sections expanded by default, click the Settings tab and select Issue Filter Sections Count from the list.

The number entered in the Value field corresponds to the number of sections to be expanded by default in the Filtering Panel of the Issues page.

This setting is applied to Filtering panels on both the My Cases and All Cases tabs.

In order to have default filters in the issue search page, you must create the following options accordingly:

• DefaultFiltersMyCases
• DefaultFiltersAllCases

You must perform the same steps for the All Cases tab.

When the options are created, they will appear in a list of options, as shown in the following image.

After the options have been added, add the required values to the default filtering section for the corresponding tab of the WF Cases table.

The following image shows the columns that are in the Included section of the My Cases and All Cases filter view.

If a column is moved to the Excluded section, it will automatically disappear from the Default Filtering section.

You can select any required value for the field from the drop-down list. You can also start typing in the field and then select any of the results that meet your criteria, as shown in the images below.

More than one value can be selected per field if needed:

After the required values are set, click Update to apply the changes.

To enable fields with multiselect drop-down lists on the Filtering Panel Issue search page, you must create the following options:

• SwitcherValuesStateAllCases
• SwitcherValuesStateMyCases

You must also create the same options in the All Cases tab.

When the options are created, they will appear in the list of options, as shown in the following image:

After the options have been added, switch the WF Cases or WF Tickets to either ON or OFF for each multiselect drop-down list option. Columns that are in the Included section of the My cases or All cases filter views of the WF Cases table will automatically appear in the Default Filtering section along with the multiselect switches, as shown in the following image:

The Default setting of the multiselect switch is set to OFF, and the UI of the fields are displayed with check boxes. If a column is moved to the Excluded section, then it will automatically disappear from the Default Filtering section.

The Multiselect switches appear only for the WF Tickets table and display the appropriate views, as shown in the following image.

After the required values are set, click Update to apply the changes.

The Filtering Panel on the Issues Search page reflects the preconfigured settings on the appropriate view of the Administration page, as shown in the following image.

To configure the Instance Details panel, click the Tables tab and select an Instance table (for example, Provider, Worker, and so on).

The table consists of many views. Click Full Info View, as shown in the following image.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view (1).

If you wish to separate the columns into Groups, add the appropriate group to the Included section (2).

You can configure the Case Properties panel in the Override Matching page. The WF Cases table can be found in the list of tables, and the view that needs to be configured is the Case Properties View.

Note: Configuring the Case Properties View affects all Remediation case pages, including: Override matching, manual cleansing, and General Issue cases.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view (1).

If you wish to separate the columns into Groups, add the appropriate group to the Included section (2).

Note: For this view, the names of groups will not be displayed. A horizontal line will appear instead.

To configure the Workspace panel, click the Tables tab and select an Instance table (for example, Provider or Worker).

The table consists of many views. Click Full Info View, as shown in the following image.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view (1).

If you wish to separate the columns into Groups, add the appropriate group to the Included section (2).

Ability to Allow/Prohibit Editing for Fields

To configure the ability to edit fields in the workspace panel, edit the nested columns (for example, display name, sortable, or filterable). This can be done by clicking the pencil (edit) icon for the corresponding columns in the Full Info View of the selected table and updating its parameters accordingly.

If a field needs to be disabled for editing, select the OFF option. Otherwise, select ON if there are no changes.

You can configure the Case Properties panel in the Manual Cleansing page. The WF Cases table can be found in the list of tables, and the view that needs to be configured is the Case Properties View.

Note: Configuring this view affects all Remediation case pages, including: Override matching, manual cleansing, and General Issue cases.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view (1).

If you wish to separate the columns into Groups, add the appropriate group to the Included section (2).

Note: For this view, the names of groups will not be displayed. A horizontal line will appear instead.

To configure the Workspace panel for the General Issue of the Instance record, click the Tables tab and select an Instance table (for example, Provider or Worker).

The table consists of many views. Click Full Info View, as shown in the following image.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view (1).

If you wish to separate the columns into Groups, add the appropriate group to the Included section (2).

Note: When the Workspace panel of the General Issue page for the Golden record needs to be configured, follow the same steps mentioned above. However, the Master table must be edited (for example, Provider Masters or Patient Masters).

You can also configure the Case Properties panel in the General Issue page. The WF Cases table can be found in the list of tables, and the view that needs to be configured is the Case Properties View.

Note: Configuring this view affects all Remediation case pages, including: Override matching, manual cleansing, and General Issue cases.

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section, especially if you wish to include the column in the view.

Click the X icon if you wish to exclude a column from the view (1).

If you wish to separate the columns into Groups, add the appropriate group to the Included section (2).

Note: For this view, the names of groups will not be displayed. A horizontal line will appear instead.