Teaching Administrative Functions
- Cathy Allison
Target release | Large Features / Epics (Quarterly Release Cycle) |
|---|---|
Epic | TBD (Jira tickets to be created later) |
Document status | DRAFT |
Document owner | @Cathy Allison |
Designer | @Cathy Allison |
Tech lead | Jeff Duke |
QA | Shauna Corsaro |
Objective
Add features to VetView that support Teaching Administrative Functions for Junior Surgery and other curriculum focused projects.
Success metrics
Goal | Metric |
|---|---|
Reduce SQL scripts needed to prep JSP | Zero scripts if at all possible |
Have features adopted by other clients | At least one other school besides UGA |
Assumptions
Actions will be performed on a copy of production outside of the main VetView database, allowing for permanent deletion of transactional records.
Users managing this will be familiar with VetView and know how to create a model episode to copy and prepare a student roster for import in Excel.
Requirements
Requirement | User Story | Importance | Jira Issue | Notes |
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Add new Teaching Function Screen, separate from Admin Functions | As a Project Manager, I would like an easier way to manage the bulk delete actions needed to prepare a database for JSP. | HIGH |
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Add New User Import feature on User Management Screen | As a Project Manager, I need a way to quickly add a large number of new users with similar attributes, such as employee classification | HIGH
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Add New Fields to User Table | As an academic coordinator, I need more options to clearly identify my students in JSP and in Production, such as a specific class year |
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Must have dire warnings about consequences | As a project manager, I will need to have reminders that any actions performed on this database are permanent….. |
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Add features for Bulk Delete Actions,s | As a project manager, I need a quick way to delete all the patients, clients, episodes, and transactional data from the database. I also need a way to delete certain classes of employees, but leave others intact. |
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Add Duplicate Patient | As a project manager, I need a quick way to create a large batch of identical patients and episodes |
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Add Bulk Create New Episode | As a project manager, I need a quick way to add a second episode to a large batch of patients |
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Add Bulk Discharge and Close Episode actions | As a faculty instructor in charge of grading my students, I would like a quick way to Discharge and Close their episodes to avoid confusion during labs |
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| Added based on Jr Surgery discussion 1/20/2023 |
Add Bulk Verification of SOAPs and Documents | As a faculty instructor in charge of grading my students, I would like a quick way to mark all of their SOAPs and other documents as Verified if they have been added. Missing SOAPs and Documents will be ignored and still display as “Required” |
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| Added based on Jr Surgery discussion 1/20/2023 |
Must be tested in a separate environment | As QA, we don’t want to blow away our development environment. We will need a clean copy of the Dev database to test this on, and the ability to quickly reset it again and again…. |
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User interaction and design
New Flags on User Management Tables
Group #
Class of ####
Add these as search fields as well on user search
Bulk Import Button on User Management Screen
Wizard to select columns in CSV and match to unique attributes
Auto assign other attributes, such as Role and Class ####
New Teaching Functions Screen
Model this after existing Administrative Functions Screen
Separate privileges from Admin Functions as they serve different purposes
Bulk Delete Actions
Delete All Employees by Attributes
Delete All Medical Records
Delete All Clients
Delete all Patients and Episodes
Bulk Duplicate Patient with All Episodes
Assign Employee by Classification / Tag / Class of 20##
Assign by Group #
Add New Episode to All Patients
Query a batch of patients, display a list of matching patients
Create New Episode Wizard
Episode Details
Personnel Assign from Previous Episode flag
Open Questions
Question | Answer | Date Answered |
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TBD |
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Out of Scope
Undo button on the bulk delete actions
Additional duplicate or bulk delete actions, if requested by other schools
Incorporation of new user attributes into medical record
Picking and choosing personnel to add to New Episodes (too complicated)
Multiple attributes on Bulk import: Limit to 1 role and only the attributes o the User Table itself (e.g. no units, no labs, etc.)
Unique teaching search screens (faculty can use the existing search screens to manage their students)
Bulk import of patients, clients, and episodes from CSV
Export of Patients, Clients, Users, Episodes (that’s what a backup database is for)