General Issue Page

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

That table consists of many views, but the one we need is Full Info View.

To rearrange the columns in the view – just simply drag needed column from 'Excluded' to 'Included' section in order to include column in the view or click 'X' icon if you want to exclude some column from the view (1).

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

Note: When the Workspace panel of the 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 (for example, Provider Masters, Patient Masters).

Another thing that can be configured on General Issue page is Case Properties panel. Administrator should find WF Cases table in the list of tables. The view that is needed to be configured is called Case Properties View.

Note: The configuration of this view affects all Remediation cases pages (Override Matching, Manual Cleansing, General Issue Cases).

To rearrange the columns in the view –drag needed column from 'Excluded' to 'Included' section in order to include column in the view or click 'X' icon if you want to exclude some column from the view (1).

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

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