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WorkList Notes

Submitted by EastsideVetEmerg on Mon, 06/03/2017 - 17:33
in

Hi,

We have a work-list for which I would love to have a default note appear that people have to fill in. Bonus marks if this can be tied to a Task Type.

Example. Vet Message Work List -> Task Type = Phone Call -> Default note is: "Call XXX back Re: YYY on ZZZ"

Example. Vet Message Work List -> Task Type = Follow Up Feedback -> Default note is: "O reports PATIENTNAME is XXX"

Follow-up query - How can I force display of the user who left the note on the task?

Thanks,

Adrian

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Re: WorkList Notes

Submitted by tgething (not verified) on Tue, 07/03/2017 - 07:12.

Adrian - I will let Tim A comment on the 'default note text' problem [I do not see a way to do it without a) enhancing the Task Type to include a 'default note text'; and b) changing the code to insert this when the task is created].

As regards your 'show the note author' we have a problem.  The author of the task itself (ie the person who created it) is recorded and available - see the help screen http://www.openvpms.org/documentation/csh/1.9/admin/organisation/worklis... for the expression needed to display it - ie openvpms:get(.,'act.objectReference.author.entity.name')

However, the system does not record the 'author who last modified' for anything, let alone the task.

One possible change (without adding extra fields to the system) is to change the purpose of the author field for 'person who created' to 'person who last modified'.  One can argue that from a forensic viewpoint, knowing who last modified something may be more important than knowing who created it.

Regards, Tim G

Re: WorkList Notes

Submitted by tanderson on Tue, 07/03/2017 - 21:51.

Support for default notes would require a code change, although it would be fairly straight forward if you are just after static text.

In addition to Tim G's comments above, you can display the author in the Task editor by:

  • editing the act.customerTask archetype in Administration - Archetypes
  • selecting the author node
  • unticking Hidden
  • ticking Read Only

Re: WorkList Notes

Submitted by EastsideVetEmerg on Wed, 08/03/2017 - 07:34.

Hi,

thanks for that. I have made the author visible now.

default notes - can we please cost the code change. Static text would be fine for now.

Re: WorkList Notes

Submitted by tanderson on Mon, 13/03/2017 - 17:15.

See  the Task default notes project.

Re: WorkList Notes

Submitted by Matt C on Wed, 12/04/2017 - 08:50.

If you were transferring a task and there was an existing note, you'd want that to be unchanged Adrian?

Cheers,

Matt

Re: WorkList Notes

Submitted by EastsideVetEmerg on Wed, 12/04/2017 - 09:23.

Yes please.

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