General Issue Page

In order to configure the Workspace panel for General Issue of the Instance record, the administrator should navigate to the Tables tab and select Instance table (for example, Provider, Worker).

The Provider, Worker table consists of many views. Select 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 in order to include a column in the view, or click the Delete (X) icon if you want to exclude a column from the view (1).

If you want columns to be separated in Groups, the Administrator has to add the appropriate group to the Included section (2).

Note: When the Workspace panel of General Issue page for Golden record needs to be configured, the steps are the same as described above, but the edited table should be a Master type (for example, Provider Masters, Facility Masters).

In General Issue page, the Case Properties panel can also be configured. The Administrator should select the WF Cases table in the list of tables. The Case Properties View would then need to be configured.

Note: Configuration of this view affects all Remediation case pages (Override Matching, Manual Cleansing, and General Issue).

To rearrange the columns in the view, drag the required column from the Excluded section to the Included section in order to include a column in the view or click the Delete (X) icon if you want to exclude a column from the view (1).

If you want columns to be separated in Groups, the Administrator has to add the appropriate group to the Included section (2).

Note: For this view, names of groups will not be displayed. Instead of names, a horizontal line will appear.