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To create a status type
From any page, open the Setup menu in the main navigation bar and click Status Types. The Status Type List opens.
Click Create New Status Type. The Select Status Type page opens.
Select the type (Select Type).
Number
Multi (multiple options)
Text
Saturation Score
NEDOCS Calculation
Date
- Calculated
Click Next. The Create Status (type) Status Type page opens.
Specify the settings for this status type, as outlined in the following table:
Setting
Description
Type
Name
Name of the status type (required)
All
Standard Status Type
Standard language for this status type, such as types based on HAvBED categories or related to a specific service, such as dialysis (read only)
Number, Multi, Text
Description
Description of the status type (required)
All
Formula Equation that identifies the components and component relationships of calculated status types.
- Click Lookup References. A window opens.
- In the field, type the name of a status or standard status type.
- Click Lookup. A list of types appears.
- Locate the type and, on that row, click Add. The type appears in the formula with its identification and the initial value. For example, st(12238,0).
- In the equation, type the arithmetic function of plus (+ or - ), minus (-), multiplication (*), or division (/) that you want to use to join the component types. The * and / functions are not supported for this type
Note: If you use division to simulate a percentage, you need to add *100 to the end of the equation. - Repeat steps 3 – 5 to complete the equation. For example, st(12238, 0)+st(12228, 0)+st(13345, 0).
- Click Validate. If written correctly, the components are identified below.
Calculated Active
When selected, indicates this status type is active and available for use; default value is selected (active)
All
Event Only
When selected, the type is available for events only
Note: If a resource is not going to collect information and report on this status type on a daily basis, set it up as event only by selecting this check box.
All
Status Type Visibility
Indicates the type is potentially visible to users in other regions, is visible to this region's users based on the user's role, or is private; if you make it visible to users in other regions, all roles automatically have view rights and you cannot change these settings
All
Section
Indicates the status type section in which this type appears within the resource's details page (required); a status type can appear in only one section
All
Resource Detail View
Select to show this status type in the resource's details view
All
When updating the status, comments are
Optional, mandatory, or unavailable when updating the status
Number, Text, Saturation Score, NEDOCS Calculation, Date
Reset Value
Upon expiration, the system resets the status type or retains the value
Number, Text, Saturation Score, NEDOCS Calculation, Date
Reset Comment
System resets the status comment at each update or retains the comment between updates
All
Trace User
When selected, requires user to enter their name and password to change the status; this option appears in status type pages only when the related option is selected in the region's profile page
All
Exempt from Must Update
User is not required to update this status, even when the user has the Status - User must update overdue status right
All
User must update status daily for
Status expires at teh indicated time(s) on a daily basis (24-hour format)
All
Status Update Frequency
Status expires whenever the status changes or at the indicated interval (days / hours / minutes)
Number, Text, Saturation Score, NEDOCS Calculation, Date
Update Grace Period
Period of time considered to be out of the expiration range (minutes); required, default value is zero)
All
Status Reason
Reasons from which the user can or must choose when changing this status
Multi
Timer Type
Enables the display of a counter (down or up) to status expiration in the application window
All
Reset Timer
System resets the expiration timer when the status changes or when there is an update to the status
Number, Text, Date
Required
When selected, a blank value is not allowed for this status
Text, Date
Valid values for this status type
Any entered value is accepted or indicate the valid value range
Number, Date
Display Summary Totals
When selected, a Summary row appears in views at the bottom of the associated resource type section. A total is shown in this row for all status types with the type Number for which this setting has been enabled. Other status types and other Number status types that do not have this setting enabled show N/A in the Summary row.
Number
Color Status
Color codes the value based on where it falls in the specified ranges
Number, Saturation Score, NEDOCS Calculation
Display NEDOCS labels
When selected, displays the predefined descriptive label next to the calculated score in the Update Status page, regional views, and maps; clearing this check box removes all labels from the view
NEDOCS Calculation
Select the roles that have view rights to this status type (Roles with view rights).
Tip: If you made the status type visible to users in other regions (Status Type Visibility), all roles in Roles with view rights are automatically selected and you cannot change these settings.Select the roles that have update rights for this status type (Roles with update rights).
Select one or more Resource Types.
Click Save. The Status Type List re-opens showing your new status type, or if you are creating a new Multi status, the Status List for (status type) page opens so that you can create the associated statuses.