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Version:
71230 |
Date:
03/11/08
Current Release Version |
Priority:
NORMAL |
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Change – BC. The new Business
Continuity module “Docman BC” is
fully integrated into 71230.
Docman BC is a bolt-on module to
Docman providing access to
Docman Documents and Clinical
System data in the event of a
Docman and/or Clinical System
failure. This initial
release supports GPASS only
although the other API capable
clinical systems will be
supported very soon. |
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Change – Client (Workflow). The
“Re-route” and “Comment or
Action” screens have been
combined into one screen. Using
the new setting in “Options|When
marking as seen”, you may choose
to use this dialog when clicking
the “Mark as seen” button.
Shortcut keys are assigned to
all options to improve keyboard
navigation. The new layout is
also used in Batch Manager when
creating new workflows. |
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Change – Client (Workflow). The
type of workflow may be edited
from “Send in Order” to
“Broadcast to all” after the
workflow has been sent. It
cannot be changed from
“Broadcast” to “Send in Order”. |
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Change – Client (Workflow).
Patient name is added to the
workflow list (in place of
workflow status) against each
workflow. Only applies to
workflows that belong to the
“patient” section. |
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Change – Client (Workflow). A
new option added to “View and
List” menu called “View Document
Details” adds document details
column to the workflow list.
This new column shows document
description, organisation,
department and person (sender)
information at a glance and
although the column is not
typically wide enough to show
all information at once on the
average screen, mouse hovering
“pops up” the full details in a
tool tip. |
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Change – Client (Workflow). Each
“pane” on the Workflow screen is
now re-sizeable and their
positions saved using
“Options|Save Default Layout” |
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Change – Client (Workflow). The
View, Workflow List and Workflow
Route panes can be extended to
full screen height by single
clicking on the white arrow icon
on the right hand side of the
heading. Clicking again will
return the pane height to its
original size. Alternatively
double click on the heading
title. |
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Change – Client (Workflow). New
“Bulk Re-Route” option allows
*all* workflows in the inbox of
a selected to re-routed to
another user. This action
requires the appropriate
security option to be added
against the user profile. On
moving, the user is prompted to
enter a reason for the move
which is audited against each
document moved. |
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Change – Client (Workflow). New
“Browse Documents” option allows
quick access to all other
documents associated with the
currently selected document.
This option has a keyboard
shortcut of Ctrl+D. |
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Change – Client (Workflow).
Calling the reset workflow
option now shows the re-route
screen which allows the route to
be modified. |
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Change – Client (Workflow).
Add comments to completed
workflow functionality restored. |
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Change – Client (Workflow). “W/F
Modified” audit entry now also
shows list of recipients. |
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Change – Client (Workflow). Full
Workflow route (list of
recipients) shown within the
audit trail from initial send
through to any route changes. |
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Change – Client (Workflow).
Clicking on a comment in the
“Workflow Route and User
Comments” pane now opens up the
document history screen
(comments only selected) with
the comment highlighted.
Previously, the individual
comment was shown in a plain
dialog. |
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Change – Client. A new “View in
Workflow” option added to the
Document menu allowing user to
jump directly to the workflow
screen with the chosen document
displayed. This option is not
available if the logged on user
does is not in the recipient
list. |
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Change – Client. The “select
mode” menu is now shown by
default with all options greyed
out. Clicking select mode,
enables the options. This has
been added to aid new users
finding features that rely on
“select mode” being enabled. |
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Change – Client. New setting
added to user system preferences
to make new workstations default
to maximised screen layout (MAXIMISED_DEF=1
or 0). Setting affects Docman
Viewer, Batch Manager and
Workflow screens. Existing
workstations will not be
affected as they will have
already recorded screen sizes
which take preference over the
maximised default setting. |
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Change – Client. Change to
Workflow / Message notification
so that notification popups are
based on last time checked
rather than total number present
in the inbox/intray. |
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Change – Client. Comment icon
shown against a document if sms/email
message sent against it. |
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Change – Client. Internal Docman
messages can now be sent to
multiple recipients. |
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Change – Client. Multi-delete
possible on Internal Docman
message list (previously had to
open each message and delete one
by one) |
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Change – Client. Move the
setting for EMIS LV “eaccess”
share to configuration from
local registry (the latter is
retained for override purposes) |
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Change – Client. Change to
Synergy API filing sequence in
order to bypass the new PDS box
causing issues when filing due
to patient’s registration
details being incomplete
(missing nhs number). |
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Change – Client (Messaging). On
the Viewer and Workflow screens,
an icon in the status bar is
shown if the messaging
preferences for a patient have
not been set. Clicking on the
icon enables selection of
preferred messaging type
including the ability to turn
off messaging for the patient
altogether. The messaging
preferences dialog can also be
accessed via the
“Options|Messaging Options” menu
item. This change only applies
to sites that have external
messaging (email/sms via nhs
mail) enabled. |
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Change – Client (Maintain
Lists). Department added as
selectable field in “filing
match” details. |
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Change – Admin. Remove “Managed
Server Site Merge” from Admin
HTML |
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Change – Admin. New setting
added to User System Preferences
to disable the manual patient
synching option on the Admin
menu. Facility requested by INPS
for Managed Server Installs of
Docman. The default setting is Y
(synching enabled by default). |
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Change – Admin. Allow "Delete
Workstation" even when user is
still logged in (date of last
login displayed in order to help
user identify old workstations). |
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Change – Admin (Autobackup).
User prompted to reset last
backup date when performing a
manual backup. |
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Change – Admin (Autobackup). All
"started" sites are shutdown
(preventing user login) 10
minutes prior to a backup. After
backup completion (successful or
not) all previously started
sites are restarted. Should a
site fail to start, use the
“start-up a site” option in
Admin. The feature does not
effect the Scheduler application
which remains running
throughout. |
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Change – Admin. Multi-site
operation now performs the same
as the client when logging in.
Additional information has also
been added to the site list
(Site ID, Description, PIN, 3rd
Party Ref and Nacs code) to
assist managed server operators
selecting the correct site. |
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Change – Admin (Patient Sync).
GPASS does not hold a separate
field for mobile number so
during the patient sync process,
if a telephone number is
identified as a mobile number
(starting 075, 077, 078, and
079) it is also added to the
mobile number field in the
patient section allowing SMS
messaging via the messaging
module. |
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Change – Admin (Patient Sync).
New user setting for PCS sites
to allows synchronisation to
take account of an "Opt In/Out
character" which can
appended to the mobile phone
number in the clinical system
(generally Y/N). This can
vary between sites and therefore
is inactive by default.
The setting is stored in
MSG|OPT_IN and MSG|OPT_OUT -
single character specified for
each. |
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Change – Admin (Patient Sync).
Trailing spaces removed from
Forename and Middle name during
patient synchronisation for
Vision. |
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Change – Admin. Workstation
description field added to help
administrators identify machines
and their location. Workstation
list now shows the workstation
description (if specified) as
well as the last user to log in. |
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Change – Admin. In order to
prevent multiple instances of
the Scheduler being started, the
workstation configuration screen
allows a machine to be
identified as the scheduler
machine (just like identifying a
scanning or thin client
workstation). When one has not
been specified (e.g. an edt user
upgrading from an earlier
version), the first machine to
run the scheduler is
automatically flagged as the
scheduling workstation. It is
still possible to run the
scheduler from any workstation
via the main menu for the
purposes of viewing logs. |
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Change – Admin. Prior to running
“check for new version”, the
site ID number (PIN) is checked
in order to ensure that it is
valid and is within a valid
support agreement. If unable to
update, the reason for failure
is available to the PCTI
technical support team. |
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Change – Admin. When
auto-activating a site, the site
details are displayed onscreen
for confirmation. This enables
engineers to double-check that
they are entering the correct
PIN when commissioning new
sites. |
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Change – Admin (SBAB). The
Service Based Backup is now the
default backup type for all new
EMIS LV sites. When configuring
an API as EMIS LV - on closing
the screen the user is asked if
they would like to configure the
auto backup service if not
already set. If they choose to
do this, it will delete the
startup and desktop icons for
autobackup and then launch the
service control manager screen
to allow configuration. |
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Change – Admin (SBAB). When
starting Admin on the Docman
server, user is warned if the
service is not running. If the
service is not configured it
will launch the service control
manager to allow configuration. |
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Change – Admin (Help Desk
Utilities). If the document
check indentifies files in the
wrong physical file location,
the user is given the option to
move them to the correct folder. |
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Change – Scheduler (EDT). New
profile option of “Check
practice code” for each
collection type in order to
allow override of NACS
validation on collection. |
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Change - Scheduler (EDT). Option
in Outlook Email profile to
capture documents from email
body rather than attachment to
mirror functionality already
present in imap emails
collections (nhs mail). |
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Change – Scheduler (EDT).
Failures occurring during
multi-document collections from
EDT Host do not effect
subsequent documents within the
same transmission. |
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Change – Scheduler/Client (EDT).
Autofiling/Workflowing options
added to EDT profiles. Enables
documents of a defined type to
be automatically filed against a
patient and workflowed onwards
without appearing in batch
manager. If a patient match
cannot be found, documents will
appear in Batch Manager as
normal. Facility is particularly
useful for OOH messages that are
always sent to a designated OOH
workflow Inbox. |
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Change – Scheduler (EDT). Added
“EDT Interop” component
(required for EDT Host
connectivity) to update and
built awareness into client
update mechanism. |
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Change – Scheduler (EDT). “EDT
Interop” component moved to
Docman Programs Folder and
security permissions applied in
order to allow across network
operation. |
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Change - Scheduler (EDT).
When configuring pdfcreator for
tif file conversion, the
autosavedirectory path is stored
as a full UNC rather than
containing drive letter. |
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Change – General. Maintenance
expiry warning wording changed
to properly reflect state i.e.
"Will expire on" or "Expired
on". OK button present on the
dialog in addition to 10-second
auto-close timer. |
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Change – General. Any temporary
files (inc local error logs on
database disconnection) are now
written to the <wintempdir>
drive rather than the root of
the local drive and therefore
should no longer cause issues
with “locked down” windows
profiles. |
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Change – General. Added a
visible “Help menu” added to
Batch Manager, Document Viewer
and Workflow screens. F1 is and
has always been available
throughout Docman, this option
has been added simply to draw
attention to it. |
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Change – General. User passwords
encrypted within database.
Existing clear text passwords
are encrypted as part of the
update. |
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Change – General. All little
used components and controls
have been removed from the
application and replaced with
common alternatives. This has
reduced the overall application
installation footprint for
client and server installs. |
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Change – Installation. Mysql
ODBC install for client (and
server) is called silently by
installation package rather than
during client configuration. |
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Change – Installation. When
installing a “fat clients” at
branch sites, the “slow branch”
setting is enabled by default.
In addition, the entire process
has been streamlined in order to
speed up installation. |
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Change – Server Config. Force
user to specify the default
support provider during server
configuration. |
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Change – Upgrade. Restored
previous functionality whereby
Intellisense templates are
merged with the existing manual
filing templates rather than
overwriting them. |
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Change – Update. When adding
configuration options to the
configuration table, a pre-write
check is made in order to
prevent duplications. Any
potential duplications are
skipped and logged. |
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Change – Update. On update
failure, all programs are
restored (including any deleted
files) along with the
pre-updated database. |
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Fix – Client (Workflow).
Corrected issue where a user
could be removed from a WF route
even if the WF has been to them
but is no longer in their
in-tray. Whilst the audit trail
is correct the “workflow route
and comments” pane in workflow
could have been misinterpreted. |
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Fix – Client (Toolbar).
Corrected issue with “hide
inactive folders” option. If a
patient was loaded using the
toolbar without documents,
loading another patient with
document doesn’t rebuild the
folder list. |
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Fix – IS Template Builder.
Corrected issue whereby
following an upgrade from an
early versions of Docman (pre
v7) the patient section could be
incorrectly identified. This
resulted in IS templates being
added against the wrong section
in Docman. |
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Fix – Admin. When commissioning
a new site (e.g. additional site
on a managed server), the
current system version is now
read from the site configuration
table rather then the registry. |
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Fix – Upgrade (v6-7). Error
fixed in Non-Patient Conversion
routine where it was possible
for the progress bar to generate
an “invalid property value”
error. |
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Fix – Scheduler (EDT). EDT Host
collected documents that failed
to convert to tif (if specified)
were acknowledged as being
successfully received by the
scheduler. Any non-printed
documents are added to a
rejection list which is posted
back to the EDT Host for
retransmission. |
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Fix – Scheduler (EDT). Corrected
problem with event log where the
error description wasn’t being
cleared from previous error. |
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Fix – Scheduler (EDT). Prevent
warning message caused by auto
deletion of edt inbox content
when incoming messages fail
validation. |
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Fix – Scheduler (EDT) . Prevent
tif files being “re-tiff’ed” if
a EDT profile is set to convert
all incoming documents to tif
files. |
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Fix – Update. Fixed error
message stating "server gone
away" message during download of
updates since 71225. The
error can be ignored (by
clicking OK) allowing update
download to continue. |
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Fix – Update. Invalid HTML
characters are stripped from
news file prior to adding to
Client/Admin menu’s |
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Fix – Update. In the event that
a failed update containing new
tables, the new table files were
not automatically removed as
part of the restore process. A
retry of the update would then
fail due to “table already
exists” errors. |
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Includes changes to database
structure. Schema number changed
to 18 |
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Version Notes: |
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Due to the
number of screen layout changes
on the workflow screen, user
defined toolbars will be reset
to default when applying this
version. Users who use a custom
layout will simply need to
re-add any buttons post upgrade. |
