isupport Case Management Project ANXT Maintain Next Activity Design Specification Document ANXT Maintain Next Activity

Transcription

1 isupprt Case Management Prject ANXT Maintain Next Activity Design Specificatin Dcument ANXT Maintain Next Activity January 04, 2016

2 Table f Cntents 1. INTRODUCTION SCREEN DETAILS... 2 Last Updated: January 04, 2016

3 1. INTRODUCTION This screen design slutin dcument prvides detailed infrmatin abut a screen in the isupprt Case Management System. This dcument describes the cmplete functinality f the screen, and includes mck-up screen shts f the prpsed screen layuts t augment the narrative. Page - 1 Last Updated: January 04, 2016

4 2. SCREEN DETAILS ANXT The ANXT - Maintain Next Activity screen links existing majr activities and minr activities with reasn descriptins and dcuments. Wrkers can view, add, mdify and delete the recrds using this screen. SCREEN ID: SCREEN DESCRIPTION: ANXT Maintain Next Activity The ANXT screen is used t view next activities that make up the defined sequence f events necessary t cmplete specific case prcessing actins. The ANXT screen links majr activities and minr activities with reasn descriptins, dcuments, and activity duratins. ANXT allws authrized central table administratrs t change the dcuments assciated with a majr activity/minr activity cmbinatin. SCREEN DESIGN: Page - 2 Last Updated: January 04, 2016

5 View Next Activity: Page - 3 Last Updated: January 04, 2016

6 View Next Activity Child Grid Accrdin: Page - 4 Last Updated: January 04, 2016

7 Mdify Dcuments Assciated: Page - 5 Last Updated: January 04, 2016

8 Mdify Dcuments Assciated Child Grid Accrdin: Page - 6 Last Updated: January 04, 2016

9 SCREEN PROCESS: ANXT will supprt the fllwing screen functins by authrized wrkers: View Next Activity ANXT is used t view existing majr activities and minr activities linked t reasn descriptins and dcuments. Central table administratrs and authrized wrkers can view the next activity, given a reasn descriptin, in the defined sequence f events necessary t cmplete a specific case prcessing actin. Mdify Dcuments Assciated - ANXT allws an authrized central table administratr t mdify the list f dcuments assciated with a reasn descriptin that is linked t the majr activity and minr activity. An authrized central table administratr can add r delete a dcument frm the list f dcuments assciated with a reasn descriptin. The screen canvas changes t accmmdate this inquiry. DATA MANAGEMENT: View Next Activity The initial mde f this screen will always be INQUIRE mde. Upn entry t the screen, the default screen functin is View Next Activity. T inquire by majr activity, enter r select a majr activity t ppulate the Majr Activity field. Click n the icn t access a LOV pp-up listing all majr activity cdes and descriptins. Select a majr activity and click <OK> t ppulate the Majr Activity field with the cde and descriptin f the selected activity. Press <Enter> r click the Find buttn t query the database and t ppulate the display grid. Upn entering a valid Majr Activity, isupprt ppulates the parent display grid with minr activities, reasn descriptins, next activities, and ther attributes assciated with the entered Majr Activity. The parent grid displays in sequential rder by Minr Activity. The rder in which the minr activity falls within the events defined fr the entered majr activity displays in the Sequence field. The aggregate f activities t which the majr activity/minr activity cmbinatin belngs displays in the Grup field. The isupprt assigned five character cde and minr activity name displays in the Minr Activity Descriptin field. The maximum number f days allwed fr cmpletin f the minr activity displays in the N. f Days t cmplete field. The isupprt assigned cde and descriptin displays in the Reasn Descriptin field. The cde assciated with the majr activity that immediately fllws, given the selected minr activity/reasn descriptin cmbinatin, displays in the Next Remedy field. Page - 7 Last Updated: January 04, 2016

10 The cde and descriptin assciated with the minr activity that immediately fllws, given the selected minr activity/reasn descriptin cmbinatin, displays in the Next Activity Descriptin field. isupprt enables a vertical scrll bar as necessary. The lwer grid, referred t as the child grid, displays the dcuments assciated with the minr activity selected in the parent grid abve. isupprt assigned identifier (fr new dcuments) assciated with a dcument that is selected by default based n the minr activity/reasn descriptin cmbinatin displays in the Dcument ID field. The name f the dcument displays in the Descriptin field. Click n the dwn pinted arrw at the end f a rw t view default dcument attributes such as Recipient Type, Print Methd, and Delivery Methd. NOTE: If a Recipient Type is t receive a dcument by mre than ne Delivery Methd, a rw displays fr each Recipient Type/Delivery Methd cmbinatin. UPDATE MODE: Mdify Dcuments Assciated The UPDATE mde f the ANXT screen is used t mdify dcuments assciated with a minr activity. Central table administratrs and authrized wrkers can mdify default dcument attributes, add a Dcument ID, r remve a Dcument ID. Select the Mdify Dcuments Assciated screen functin. Single click n a minr activity rw in the parent grid t ppulate the child grid. T newly assciate a dcument t a minr activity/reasn descriptin cmbinatin, click n the icn and select a value t ppulate the Dcument ID field. isupprt ppulates the Descriptin field based n the value f the Dcument ID field. T mdify default dcument attributes, click n the dwn pinted arrw at the end f a rw in the child grid t access an enterable grid. Delete In the Mdify screen functin, the check bx in this clumn is used t select the recipients fr remval frm the list f default dcument recipients. Mre than ne recipient can be selected fr remval in a single transactin. Recipient Type This clumn displays the default recipients fr the dcument. T add a recipient, click n the lens icn t access a LOV ppup, and select a value t ppulate the field. Print Methd - Displays the default print lcatin fr the dcument. Dcuments can be printed t the lcal printer r at a central print lcatin. The print methd is set fr each recipient. Select a value frm the drp dwn list. Delivery Methd Displays the methd used t send the dcument t the recipient. Select a value frm the drp dwn list. Page - 8 Last Updated: January 04, 2016

11 Mdify default dcument attributes as necessary and click the Save icn in the data management tl bar. An Update Successful message displays. T remve a dcument in the UPDATE mde, isupprt enables a Delete clumn in the child grid. Single click in the bx at the far left f the rw t select a dcument fr deletin. Mre than ne delete selectin is allwed in a single transactin. Click the Save icn in the data management tl bar. An Update Successful message displays. The selected dcument is nt deleted frm the isupprt frms library; rather, the dcument is n lnger a default selectin assciated with the minr activity/reasn descriptin cmbinatin. FIELDS POPULATED WITH STICKY DATA: # SCREEN ELEMENT FIELD NAME N/A LIST OF VALUES (LOV) and DROP DOWNS: LOV r FIELD NAME # DROP DOWN REFM NAME VALUES 1. Majr Activity LOV 2. Dcument ID LOV 3. Recipient Type LOV 4. Print Methd Drp Dwn L - LOCAL PRINT 5. Delivery Methd Drp Dwn C CERTIFIED MAIL P PERSONAL SERVICE R REGULAR MAIL Page - 9 Last Updated: January 04, 2016

12 SCREEN ELEMENT MATRIX: SCREEN ELEMENT DESCRIPTION SIZE REQUIRED, OPTIONAL, DISLPAY FOR INQUIRE, ADD, EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY LOOKUP UPDATE, DELETE I A U D EDIT I A U D ERROR SCREEN FUNCTIONS View Next Activity Mdify Dcuments Assciated This functin shuld be selected when the wrker wants t view existing minr activities and reasn descriptins fr a majr activity This functin shuld be selected when the wrker wants t mdify dcuments assciated with a majr activity/minr activity cmbinatin SELECT FILTERS FOR VIEW NEXT ACTIVITY AND MODIFY DOCUMENTS ASSOCIATED: Majr Activity (LOV) This field displays the majr activity cde and descriptin 57 R - R - - Y - Y Y - DISPLAY PARENT GRID FOR VIEW NEXT ACTIVITY AND MODIFY DOCUMENTS ASSOCIATED: Sequence This field displays a number which dentes the rder in which the minr activity falls within the Remedy r majr activity 3 D - D Page - 10 Last Updated: January 04, 2016

13 SCREEN ELEMENT DESCRIPTION SIZE REQUIRED, OPTIONAL, DISLPAY FOR INQUIRE, ADD, EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY LOOKUP UPDATE, DELETE Grup Minr Activity Descriptin N. f Days t Cmplete Reasn Descriptin Next Remedy Next Activity Descriptin This field displays the aggregate f activities t which the majr activity/minr activity cmbinatin belngs This field displays the isupprt assigned five character cde and descriptin assciated with a minr activity This field displays the maximum number f days allwed t cmplete the minr activity The isupprt assigned cde and descriptin assciated with a reasn which cmpletes a minr activity The cde assciated with the majr activity that immediately fllws given the selected minr activity/reasn descriptin cmbinatin The cde and descriptin assciated with the minr activity that immediately fllws given the selected minr activity/reasn I A U D EDIT I A U D ERROR 5 D - D D - D D - D D - D D - D D - D Page - 11 Last Updated: January 04, 2016

14 SCREEN ELEMENT DESCRIPTION SIZE REQUIRED, OPTIONAL, DISLPAY FOR INQUIRE, ADD, EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY LOOKUP UPDATE, DELETE descriptin cmbinatin I A U D EDIT I A U D ERROR DISPLAY CHILD GRID FOR VIEW NEXT ACTIVITY: Abve Grid: Dcument ID Descriptin Belw Grid: Recipient Type Print Methd Delivery Methd The isupprt assigned identifier (fr new dcuments) assciated with a dcument This field displays the name f the dcument identified in the Dcument ID field Field t stre the Recipient type fr whm the ntice shuld be generated. Indicates whether the print methd is dne in a lcal printer r dne centrally thrugh a batch Indicates type f mailing service. Regular, Certified 8 D D D D D DISPLAY CHILD GRID FOR MODIFY DOCUMENTS ASSOCIATED: Abve Grid: Delete This field value dentes R Page - 12 Last Updated: January 04, 2016

15 SCREEN ELEMENT DESCRIPTION SIZE REQUIRED, OPTIONAL, DISLPAY FOR INQUIRE, ADD, EDITS FOR INQUIRE, ADD, UPDATE, DELETE DATA DICTIONARY LOOKUP UPDATE, DELETE (Check Bx) Dcument ID (LOV) Descriptin Belw Grid: Delete (Check bx) Recipient Type (LOV) Print Methd (Drpdwn) Delivery Methd (Drpdwn) the selectin f a dcument fr deletin The isupprt assigned identifier (fr new dcuments) assciated with a dcument This field displays the name f the dcument identified in the Dcument ID field This field value dentes the selectin f a dcument fr deletin Field t stre the Recipient type fr whm the ntice shuld be generated. Indicates whether the print methd is dne in a lcal printer r dne centrally thrugh a batch Indicates type f mailing service. Regular, Certified I A U D EDIT I A U D ERROR 8 D - R D D - D D R D - R D D - R D D - R D Page - 13 Last Updated: January 04, 2016