Difference between revisions of "Shared Templates"

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Shared Templates.
 
Shared Templates.
 
Only members of the Clinical Coordinator
 
Only members of the Clinical Coordinator
−
Authorization/Subscription Utility (ASU)
+
[[Authorization~|Authorization]]/Subscription Utility (ASU)
 
class can create shared templates. Shared templates
 
class can create shared templates. Shared templates
 
are available to all users. Clinical
 
are available to all users. Clinical
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type in new content, add Template
 
type in new content, add Template
 
Fields, or copy a personal template and then modify it
 
Fields, or copy a personal template and then modify it
−
as needed. In the tree view, shared
+
as needed. In the tree view, shared [[Clinical Users~|Clinical Users]]
 
template and folder icons do not have a folded corner.
 
template and folder icons do not have a folded corner.
 
Note: When you install CPRS, a copy of all your
 
Note: When you install CPRS, a copy of all your
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So I added myself as a Clinical coordinator with the
 
So I added myself as a Clinical coordinator with the
 
following menu path:
 
following menu path:
−
EVE->user->user class->list membership by user
+
EVE->user->[[user class~|User Class]]->list membership by user
 
I then chose myself, and added 'Clinical coordinator'
 
I then chose myself, and added 'Clinical coordinator'
  
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Thanks for your help.  It got me going in the right
 
Thanks for your help.  It got me going in the right
 
direction.
 
direction.
 +
 +
You may also have to change/set this parameter probably only once courtesy of Matt King using XUCORE:
 +
 +
This there a valid effective date? Also check here:
 +
 +
Select Core Applications Option: IRM  CPRS Configuration (IRM)
 +
 +
 +
  OC    Order Check Expert System Main Menu ...
 +
  TI    ORMTIME Main Menu ...
 +
  UT    CPRS Clean-up Utilities ...
 +
  XX    General Parameter Tools ...
 +
  HD    HealtheVet Desktop Configuration ...
 +
  RD    Remote Data Order Checking Parameters
 +
 +
 +
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
 +
 +
 +
You've got PRIORITY mail!
 +
 +
 +
Select CPRS Configuration (IRM) Option: XX  General Parameter Tools
 +
 +
 +
  LV    List Values for a Selected Parameter
 +
  LE    List Values for a Selected Entity
 +
  LP    List Values for a Selected Package
 +
  LT    List Values for a Selected Template
 +
  EP    Edit Parameter Values
 +
  ET    Edit Parameter Values with Template
 +
  EK    Edit Parameter Definition Keyword
 +
 +
 +
You have PENDING ALERTS
 +
          Enter  "VA to jump to VIEW ALERTS option
 +
 +
 +
You've got PRIORITY mail!
 +
 +
 +
 +
Select PARAMETER DEFINITION NAME: TEM
 +
    1  TEMPLATE FIELD EDITOR USER CLASSES  TIU FIELD EDITOR CLASSES  Template
 +
Field Editor User Classes
 +
 +
 +
 +
Select Sequence Number:
 +
 +
TIU FIELD EDITOR CLASSES may be set for the following:
 +
 +
    1  User          USR    [choose from NEW PERSON]
 +
    3  Service      SRV    [choose from SERVICE/SECTION]
 +
    4  Division      DIV    [choose from INSTITUTION]
 +
    5  System        SYS    [CRH.DSOHF.DHHS.NC.GOV]
 +
    6  Package      PKG    [TEXT INTEGRATION UTILITIES]
 +
 +
Enter selection: 5  System  CRH.DSOHF.DHHS.NC.GOV
 +
 +
---- Setting TIU FIELD EDITOR CLASSES  for System: CRH.DSOHF.DHHS.NC.GOV ----
 +
Select Sequence Number: ?
 +
 +
 +
Sequence Number  Value
 +
---------------  -----
 +
3                CLINICAL COORDINATOR
 +
 +
 +
Select Sequence Number:

Latest revision as of 18:34, 9 September 2014

Shared Templates. Only members of the Clinical Coordinator Authorization/Subscription Utility (ASU) class can create shared templates. Shared templates are available to all users. Clinical Coordinators can copy and paste text into a template, type in new content, add Template type in new content, add Template Fields, or copy a personal template and then modify it as needed. In the tree view, shared Clinical Users template and folder icons do not have a folded corner. Note: When you install CPRS, a copy of all your existing boilerplate titles is placed in the inactive boilerplates folder under shared templates. Clinical Coordinators can arrange the boilerplate titles that have been copied into the shared templates, use them to create new shared templates, or make them available to users by moving them out of the inactive boilerplates folder. Users will not see the inactive boilerplates folder or its templates unless you choose to make the folder active.

To activate the boilerplates folder, Clinical Coordinators should follow these steps:

1. Open the Templates Editor.

2. Verify that Edit Shared Templates is checked.

3. Uncheck Hide Inactive (under shared templates).

4. Click the plus sign beside the shared icon.

Shared Templates includes a lock property that prevents users from making personal changes when it has been set. The status of the lock property is displayed in a check box on the Template Editor dialog. When the Shared Templates root template is locked, no shared templates can be modified. For more information on boilerplates, refer to the Text Integration Utility User Manual. Another area of shared templates is creating Patient Data Object templates for newly created TIU objects that will enable users to place these objects into their other templates.


So I added myself as a Clinical coordinator with the following menu path: EVE->user->User Class->list membership by user I then chose myself, and added 'Clinical coordinator'

This then let me edit the shared templates in the template editor in CPRS. I had to check the box "edit shared templates" in the bottom left corner for this to work.

So it looks like I have this going.

Thanks for your help. It got me going in the right direction.

You may also have to change/set this parameter probably only once courtesy of Matt King using XUCORE:

This there a valid effective date? Also check here:

Select Core Applications Option: IRM CPRS Configuration (IRM) 


  OC     Order Check Expert System Main Menu ...
  TI     ORMTIME Main Menu ...
  UT     CPRS Clean-up Utilities ...
  XX     General Parameter Tools ...
  HD     HealtheVet Desktop Configuration ...
  RD     Remote Data Order Checking Parameters


You have PENDING ALERTS 

         Enter  "VA to jump to VIEW ALERTS option


You've got PRIORITY mail!


Select CPRS Configuration (IRM) Option: XX General Parameter Tools 


  LV     List Values for a Selected Parameter
  LE     List Values for a Selected Entity
  LP     List Values for a Selected Package
  LT     List Values for a Selected Template
  EP     Edit Parameter Values
  ET     Edit Parameter Values with Template
  EK     Edit Parameter Definition Keyword


You have PENDING ALERTS 

         Enter  "VA to jump to VIEW ALERTS option


You've got PRIORITY mail!


Select PARAMETER DEFINITION NAME: TEM 

    1   TEMPLATE FIELD EDITOR USER CLASSES  TIU FIELD EDITOR CLASSES   Template
Field Editor User Classes


Select Sequence Number:

TIU FIELD EDITOR CLASSES may be set for the following: 

    1   User          USR    [choose from NEW PERSON]
    3   Service       SRV    [choose from SERVICE/SECTION]
    4   Division      DIV    [choose from INSTITUTION]
    5   System        SYS    [CRH.DSOHF.DHHS.NC.GOV]
    6   Package       PKG    [TEXT INTEGRATION UTILITIES]

Enter selection: 5 System CRH.DSOHF.DHHS.NC.GOV

Setting TIU FIELD EDITOR CLASSES for System: CRH.DSOHF.DHHS.NC.GOV ----

Select Sequence Number: ?


Sequence Number Value

-----

3 CLINICAL COORDINATOR


Select Sequence Number:

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