User Preferences

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Submitted by tanderson on Mon, 04/11/2013 - 11:58

Development Project Status: Completed

Total cost estimate (ex-Tax):

$2170

Due date for completion of this stage:

04/11/2013

Release:

1.9

Project description:

This project will provide support for user preferences.

Initially it will:

enable the Home Page to be specified on a per-user basis. This is the screen that is displayed when the user logs in
enable the scheduling, worklist and patient history display preferences to be specified
store the My Recent customers and patients, between sessions

User preferences will be accessed by a 'gear' icon, located on the top-right of the screen.

Home Page

The User Preferences screen will provide a list of pages that may be set as the Home Page. These are:

Customers - Information
Customers - Documents
Customers - Estimates
Customers - Charges
Customers - Payments
Customers - Account
Customers - Notes & Alerts
Patients - Information
Patients - Medical Records
Suppliers - Information
Suppliers - Documents
Suppliers - Orders
Suppliers - Deliveries
Suppliers - Charges
Suppliers - Payments
Suppliers - Account
Workflow - Scheduling
Workflow - Work Lists
Workflow - Messaging
Workflow - Investigations
Products - Information
Products - Stock Management
Reporting - Till Balancing
Reporting - Deposits
Reporting - Debtors
Reporting - Work In Progress
Reporting - Reminders
Reporting - Reports

Charges and Estimates

Preferences may be set for charges and estimates:

Show Templates - determines if the Items table should include a Template column, indicating the template a product came from
Show Product Types - determines if the Items table should include a Product Type, indicating the type of a product

For charges:

Show Batches - determines if the Items table should include a Batch column, indicating the batch of a product

Scheduling Display

Preferences may be set for Workflow - Scheduling:

View - the view to display. If unset, defaults to the Practice Location default
Schedule - the schedule to display, or All, to display all schedules in the View
Clinician - the clinician to select. Defaults to All
Highlight - one of Event Type, Clinician or Status. If unset, defaults to the Highlight specified by the View
Time - the time range to display. One of All, Now (AM/PM) or Now (Morning/Afternoon/Evening)

Work List Display

Preferences may be set for Workflow - Work Lists:

View - the view to display. If unset, defaults to the Practice Location default
Work List - the work list to display, or All, to display all work lists in the View
Clinician - the clinician to select. Defaults to All
Highlight - one of Event Type, Clinician or Status. If unset, defaults to the Highlight specified by the View
Status - the status of Tasks to display. One of All, Incomplete or Complete. If unset, it defaults to Incomplete

Patient History Display

Preferences may be set for Patients - Medical Records - Summary:

Show Clinician - determines if the clinician is shown in history items
Show Charges - determines if charge items are shown in patient history
Sort Order - determines if items within visits are sorted on ascending or descending time

Migration

The following Practice configuration options need to be migrated to user preferences:

Show Clinician In History Items
Medical Records Sort Order
Show Batch During Charging
Show Template During Charging
Show Product Type During Charging

JIRA: OVPMS-1783

Comments

Re: User Preferences - defaults & saved enviroment & printers

Submitted by tgething (not verified) on Mon, 04/11/2013 - 15:00.

Tim A - I suspect that we need the ability to set some default values so that when the facility is implemented, one can set the default home page and other options, and this then applied to all users; and you only have to go and set the individual users settings where these differ from the defaults.

How do these defaults merge with the concept of having the system remember one's 'environment' - so that when you next log in, the system has set things as though you never logged off. I suspect that we will need a setting of Home Page = last used - ie the last one you were looking at prior to logging off.

Printers - currently we set the default printer via the Practice Location. This means that one needs to use the Upstairs/Downstairs location trick discussed in http://www.openvpms.org/documentation/csh/1.7/concepts/printing . Should we include the default printer as a user preference, and let this (if set) take precedence over the default printer set for the Practice Location? Note that to fully take advantage of this, one needs a concept of logical printers and physical printers. That is one defines a set of logical printers (A4 Plain, A4 Letterhead, A5 ditto, drug label), and where we currently define physical printers for document templates, we change these to logical printers. There would be a default physical printer set for each logical printer, but the user could set a different mapping in their preferences. To make it easier to transition to the new facility, perhaps the approach is to have all logical printer name start with say #, so that PRNT1-R2 is a physical printer but #A4Plain is a logical printer and the code knows to go and get the appropriate physical printer (either from the default or the user's preferences).

Regards, Tim G

Re: User Preferences - defaults & saved enviroment & printers

Submitted by tanderson on Tue, 01/07/2014 - 13:40.

Missed this one somehow. Printer mapping is a more complex issue that should be addressed outside this project. It will need some user preference support, but the bulk of the work will be in: