Omni-Patient™ Management Central Remediation User's Guide ...iwayinfocenter.informationbuilders.com/pdfs_omni/opmc_remediatio… · the corresponding WSO2 Identity Server (WSO2

Omni-Patient™ Management Central RemediationUser’s GuideVersion 2.3.3.2

iWay

DN3502218.0516

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Copyright © 2016, by Information Builders, Inc. and iWay Software. All rights reserved. Patent Pending. This manual,or parts thereof, may not be reproduced in any form without the written permission of Information Builders, Inc.

iWay

Contents

Preface................................................................................................................7Documentation Conventions..............................................................................................7

Related Publications..........................................................................................................8

Customer Support.............................................................................................................8

Help Us to Serve You Better...............................................................................................9

User Feedback................................................................................................................11

iWay Software Training and Professional Services..............................................................11

1. Introducing Omni-Patient™ Remediation.......................................................13Overview.........................................................................................................................14

Key Features and Functionality.........................................................................................14

Client System Prerequisites.............................................................................................15

2. Understanding the Omni-Patient™ Remediation Page Layout and UserInterface........................................................................................................17

Understanding the Page Layout........................................................................................18

General Page Layout................................................................................................18

Using the Menu Bar.................................................................................................18

Login Page..............................................................................................................19

About Omni-Patient Page..........................................................................................20

3. Pages and Procedures in Omni-Patient™ Management CentralRemediation...................................................................................................23

Remediation Home Page.................................................................................................24

Issues Page....................................................................................................................26

Issue Page Layout...................................................................................................26

Inline (Tickets) Grid..................................................................................................29

Special Filtering.......................................................................................................30

Filtering Panel.........................................................................................................30

Assigning Cases and Issues.....................................................................................42

Omni-Patient™ Management Central Remediation User’s Guide 3

Override Matching Page...................................................................................................52

Navigating the Override Matching Page......................................................................52

Page Structure........................................................................................................58

Group Decomposition..............................................................................................60

Creating a New Group..............................................................................................61

Rearranging Instances.............................................................................................62

Creating a Case.......................................................................................................64

Reassigning a Case.................................................................................................67

Workflow Schema....................................................................................................73

Manual Cleansing Page...................................................................................................74

Navigating the Manual Cleansing Page......................................................................74

Page Structure........................................................................................................77

Creating a Case.......................................................................................................80

Adding Comment on attribute and the whole case......................................................81

Editing attributes.....................................................................................................83

Submitting comments/edits to the workflow..............................................................85

Viewing Comments, Edits, or a Source Record...........................................................87

Reassigning a Case.................................................................................................89

Workflow Schema....................................................................................................95

General Issue Page (For Golden and Instance Records)......................................................97

Navigating the General Issue Page............................................................................98

Page Structure......................................................................................................102

Creating a Case.....................................................................................................105

Viewing Comments................................................................................................107

Reassigning a Case...............................................................................................109

Workflow Schema..................................................................................................116

4. Configuring Omni-Patient™ Management Central Remediation..................117Issues Page..................................................................................................................118

Case Issues Grid...................................................................................................118

Ticket Issues Grid..................................................................................................120

Filtering Panel on My Cases Tab.............................................................................123

Filtering Panel on All Cases Tab..............................................................................124

Number of Filtering Criteria Sections Expanded by Default........................................125

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Contents

Default Filtering on My Cases/All Cases Tabs..........................................................127

Override Matching Page.................................................................................................131

Instance Details Panel...........................................................................................131

Case Properties Panel............................................................................................132

Manual Cleansing Page.................................................................................................134

Workspace Panel...................................................................................................134


General Issue Page.......................................................................................................139

Workshops Panel...................................................................................................139


Issues Pop Up..............................................................................................................141

Multiselect Component in the Filtering Panel...................................................................143

Dashboard Pages..........................................................................................................147

Configuring Functionality Through WSO2 Identity Server Policies................................148

Configuration Tasks...............................................................................................151

Reader Comments...........................................................................................177


Contents

6 iWay Software

Contents

iWay

Preface

This manual describes how to use Omni-Patient™ Remediation, which is a core componentof Omni-Patient Management Central (OPMC). This facility provides a browser-basedcomprehensive data remediation tool for manually resolving and reporting data issues,including data cleansing issues, record inconsistency issues, and Master Data Management(MDM) matching and merging issues. Omni-Patient™ Remediation portal allows data stewardsand data supervisors to resolve various data quality defects. This manual is intended forOmni-Patient data stewards and administrators.

How This Manual Is Organized

This manual includes the following chapters:

ContentsChapter/Appendix

Provides an overview of Omni-Patient™ Remediation.Introducing Omni-Patient™Remediation

1

Describes the general layout of the Omni-Patient™Remediation user interface, including pages, availablemenus, and options.

Understanding theOmni-Patient™ RemediationPage Layout and UserInterface

2

Describes the various pages and procedures that areavailable in Omni-Patient™ Management Central(OPMC) Remediation.

Pages and Procedures inOmni-Patient™ ManagementCentral Remediation

3

Describes how to configure Omni-Patient™Management Central (OPMC) Remediation.

Configuring Omni-Patient™Management CentralRemediation

4

Documentation ConventionsThe following table lists and describes the documentation conventions that are used in thismanual.


DescriptionConvention

Denotes syntax that you must type exactly as shown.THIS TYPEFACE

or

this typeface

Represents a placeholder (or variable), a cross-reference, or animportant term. It may also indicate a button, menu item, or dialogbox option that you can click or select.

this typeface

Indicates a default setting.underscore

Indicates keys that you must press simultaneously.Key + Key

Indicates two or three choices. Type one of them, not the braces.{}

Separates mutually exclusive choices in syntax. Type one of them,not the symbol.

|

Indicates that you can enter a parameter multiple times. Type onlythe parameter, not the ellipsis (...).

...

Indicates that there are (or could be) intervening or additionalcommands.

.

.

.

Related PublicationsVisit our Technical Documentation Library at http://documentation.informationbuilders.com.You can also contact the Publications Order Department at (800) 969-4636.

Customer SupportDo you have questions about this product?

Join the Focal Point community. Focal Point is our online developer center and more than amessage board. It is an interactive network of more than 3,000 developers from almostevery profession and industry, collaborating on solutions and sharing every tips andtechniques. Access Focal Point at http://forums.informationbuilders.com/eve/forums.

8 iWay Software

Related Publications

http://www.iwaysoftware.com

You can also access support services electronically, 24 hours a day, with InfoResponseOnline. InfoResponse Online is accessible through our website,http://www.informationbuilders.com. It connects you to the tracking system and known-problem database at the Information Builders support center. Registered users can open,update, and view the status of cases in the tracking system and read descriptions of reportedsoftware issues. New users can register immediately for this service. The technical supportsection of www.informationbuilders.com also provides usage techniques, diagnostic tips,and answers to frequently asked questions.

Call Information Builders Customer Support Services (CSS) at (800) 736-6130 or (212) 736-6130. Customer Support Consultants are available Monday through Friday between 8:00A.M. and 8:00 P.M. EST to address all your questions. Information Builders consultants canalso give you general guidance regarding product capabilities. Be prepared to provide yoursix-digit site code (xxxx.xx) when you call.

To learn about the full range of available support services, ask your Information Buildersrepresentative about InfoResponse Online, or call (800) 969-INFO.

Help Us to Serve You BetterTo help our consultants answer your questions effectively, be prepared to providespecifications and sample files and to answer questions about errors and problems.

The following table lists the environment information that our consultants require.

Platform

Operating System

OS Version

JVM Vendor

JVM Version

The following table lists the deployment information that our consultants require.

Adapter Deployment

Container

Version


Preface

http://techsupport.iwaysoftware.com/

http://techsupport.iwaysoftware.com/

Enterprise InformationSystem (EIS) - if any

EIS Release Level

EIS Service Pack

EIS Platform

The following table lists iWay-related information needed by our consultants.

iWay Adapter

iWay Release Level

iWay Patch

The following table lists additional questions to help us serve you better.

Error/Problem Details or InformationRequest/Question

Did the problem arise througha service or event?

Provide usage scenarios orsummarize the applicationthat produces the problem.

When did the problem start?

Can you reproduce thisproblem consistently?

Describe the problem.

Describe the steps toreproduce the problem.

Specify the error messages.

10 iWay Software

Help Us to Serve You Better

Error/Problem Details or InformationRequest/Question

Any change in the applicationenvironment: softwareconfiguration, EIS/databaseconfiguration, application, andso forth?

Under what circumstancedoes the problem not occur?

The following is a list of error and problem files that might be applicable.

Input documents (XML instance, XML schema, non-XML documents)

Transformation files

Error screen shots

Error output files

Trace files

Service Manager package to reproduce problem

Custom functions and agents in use

Diagnostic Zip

Transaction log

For information on tracing, see the iWay Service Manager User's Guide.

User FeedbackIn an effort to produce effective documentation, the Technical Content Management staffwelcomes your opinions regarding this document. Please use the Reader Comments format the end of this document to communicate your feedback to us or to suggest changes thatwill support improvements to our documentation. You can also contact us through ourwebsite, http://documentation.informationbuilders.com/connections.asp.

Thank you, in advance, for your comments.

iWay Software Training and Professional ServicesInterested in training? Our Education Department offers a wide variety of training coursesfor iWay Software and other Information Builders products.


Preface

http://www.iwaysoftware.com

For information on course descriptions, locations, and dates, or to register for classes, visitour website, http://education.informationbuilders.com, or call (800) 969-INFO to speak toan Education Representative.

Interested in technical assistance for your implementation? Our Professional Servicesdepartment provides expert design, systems architecture, implementation, and projectmanagement services for all your business integration projects. For information, visit ourwebsite, http://www.informationbuilders.com/consulting.

12 iWay Software

iWay Software Training and Professional Services

http://education.informationbuilders.com

http://www.informationbuilders.com/consulting

iWay

Introducing Omni-Patient™ Remediation1Topics:

This chapter provides an overview ofOmni-Patient™ Remediation anddescribes key features and prerequisites. Overview

Key Features and Functionality

Client System Prerequisites


OverviewOmni-Patient™ Remediation is a core component of Omni-Patient Management Central(OPMC). This facility provides a browser-based comprehensive data remediation tool formanually resolving and reporting data issues, including data cleansing issues, recordinconsistency issues, and Master Data Management (MDM) matching and merging issues.Omni-Patient™ Remediation allows data stewards and data supervisors to resolve variousdata quality defects.

Omni-Patient™ Remediation is available as a web application after logging on to OPMC. Allusers must first be authenticated and authorized (with roles and privileges) by OPMC andthe corresponding WSO2 Identity Server (WSO2 IS) component, before obtaining access toOmni-Patient™ Remediation.

Key Features and FunctionalityOmni-Patient™ Remediation provides end-to-end support for the discovery and cleansing ofcorrupt, invalid, or incomplete data. The main operations that can be performed throughOmni-Patient™ Remediation include:

Managing cases that record data quality issues.

Reassigning cases among users.

Viewing the list of all cases created in the system based on user permissions.

Editing, correcting, and overriding data content and the results of suspect and/orerroneous cleansing, matching, and merging processing.

Creating and working with:

General Issue cases

Manual Cleansing cases

Manual Matching Override cases

Workflows that reflect enterprise data governance policies.

Automatic generation of a complete historical trail of all changes made to records.

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Overview

Client System PrerequisitesBefore connecting to Omni-Patient™ Remediation, ensure that the client system containsthe prerequisites listed in the following table.

VersionClient Component

Microsoft Windows 7Operating System

Internet Explorer

9.0

10.0

11.0

Mozilla Firefox: Latest available version

Google Chrome: Latest available version

Web Browser

Version 1.7 (preferred)Java


1. Introducing Omni-Patient™ Remediation

16 iWay Software

Client System Prerequisites

iWay

Understanding the Omni-Patient™

Remediation Page Layout and User Interface2

Topics:This chapter describes the general layoutof the Omni-Patient™ Remediation userinterface, including pages, availablemenus, and options.

Understanding the Page Layout



In this section:

General Page Layout

Using the Menu Bar

Login Page

About Omni-Patient Page

This section describes the structure and page layout of Omni-Patient™ Management Central(OPMC).

General Page Layout

All pages in Omni-Patient™ Management Central (OPMC) applications use a common layout,as shown in the following image.

Each page contains the following areas:

1. Menu bar

2. Search panel

3. Breadcrumb trail

4. Main page body

Using the Menu Bar

The menu bar displays different items depending on whether or not the user has signed in(been authenticated).

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Prior to signing in, the menu bar displays the following:

Login button.

About button.

After signing in successfully, the menu bar displays the following items:

Omni-Patient™ Management Central (OPMC) component tabs, which is a combination of360 Viewer, Remediation, and Data Dictionary, depending on which user role the userhas been assigned. User IDs and roles are defined and stored in the WSO2 IdentityServer (WSO2 IS) repository.

The OPMC Administration tab if the user has been assigned the System Administratorrole.

Current user details, including the user name or user ID in parentheses, the role(s)assigned to the logged in user.

The Logout command tab.

About button, which is indicated by a question mark icon.

Login Page

All users of Omni-Patient Management Central (OPMC) are required to log in using a validuser name and password to configure and use the OPMC applications, including theRemediation application.


2. Understanding the Omni-Patient™ Remediation Page Layout and User Interface

The following image shows the login page of Omni-Patient Management Central.

If a valid user name and password is provided during the logon attempt, you are automaticallyredirected to the default landing page of OPMC, which is the 360 Viewer home page.

To start using the Omni-Patient Remediation application, click the Remediation tab in thetop menu bar. The Remediation home page is displayed.

About Omni-Patient Page

The About button provides a drop-down menu with the About Omni-Patient option, as shownin the following image.

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Clicking About Omni-Patient, displays a dialog box that contains Omni-Patient source andbuild information, as shown in the following image.

The About Omni-Patient dialog box provides the following information:

Version number

Build numbers

Database locations and names

This information is used to verify that the user is working within the proper Omni-Patientenvironment and corresponding databases. It is also used for troubleshooting purposeswhen contacting IBI/iWay Customer Support.


2. Understanding the Omni-Patient™ Remediation Page Layout and User Interface

22 iWay Software


iWay

Pages and Procedures in Omni-Patient™

Management Central Remediation3

Topics:This chapter describes the various pagesand procedures that are available inOmni-Patient™ Management Central(OPMC) Remediation.

Remediation Home Page

Issues Page

Override Matching Page

Manual Cleansing Page

General Issue Page (For Golden andInstance Records)


Remediation Home PageWhen you click the Remediation tab in Omni-Patient™ Management Central (OPMC), theOPMC Remediation application is started and the OPMC Home page is displayed. Throughoutthe Remediation application, there is a Remediation menu bar, which contains the Homeand Issue tabs. When the current user has the System_Administration role assigned (in theirWSO2 IS profile), then the Administration tab is also available.

The main Remediation Home page displays two dashboard components, the Activity Streamdashboard on the left and the Activity Today dashboard on the right.

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Remediation Home Page

The Activity Stream dashboard displays a running record of each Remediation-orientedprocessing action, as shown in the following image.

The Activity Today dashboard uses scoreboard type of display for daily activity metrics, asshown in the following image.

The Activity Stream dashboard and the Activity Today dashboard can be configured by theuser.


3. Pages and Procedures in Omni-Patient™ Management Central Remediation

Issues Page

In this section:

Issue Page Layout

Inline (Tickets) Grid

Special Filtering

Filtering Panel

Assigning Cases and Issues

This section provides a detailed overview of the Issues page in the OPMC Remediationapplication.

Issue Page Layout

When you click the Issues tab in the Remediation menu bar, the Issues page is displayed,as shown in the following image.

The structure of the Issues page consists of:

1. OPMC navigation menu

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Issues Page

2. Remediation logo and menu items

3. Filtering panel (separated into two tabs: Filter by cases and Filter by tickets

4. Expand/collapse icon for hiding/showing Filtering panel

5. My Cases/All Cases tabs

6. Assign button

7. Group By drop-down list

8. Grids with the list of Cases (Issues)

9. Filtration pane

10. Expander icon for displaying information about case tickets

11. Links to View Issue pages

The Issues page is the main page that Data Stewards and Data Supervisors work in. Theycan:

View issues existing in the system through links in the grids (9).

Switch quickly between pre-configured groups of issues (for example, view My Cases andview All Cases) (4).

Assign (5) or filter (3) issues to see which cases belong to a particular criteria (8).

Group existing issues by Case Type, Domain, or Assignee (the last option is available inthe All Cases tab) (6).

Remediation logo is a link that leads the user to the Issues page from any Remediationpage.

The Remediation menu items depend on the user privileges defined through the WSO2Server.

The My Cases tab displays a list of Issues assigned to the current user. Select the All Casestab to see all issues that are in the system.



Some cases appear in bold to notify you that there are unseen cases assigned to you. Oncethe cases are already viewed by their assignee, the font is changed to normal:

Note: Cases will be displayed in your queue if any tickets (open or closed) are assigned toyou, even if a case is assigned to another user.

A list of issues is represented by expandable grids. By default, only the grids of the firstdomain are expanded. You can filter, sort issues by preferable column(s), and change thelook of the grid by resizing the column width or selecting different number of records to beshown per page. By default, up to 10 records are displayed per page, but you can select15, 20, 25, or 30 records to be displayed per page.

The grid is a combination of columns from two tables, and it can be configured using theAdministration portal.

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Issues Page

Inline (Tickets) Grid

To view information about tickets within the case, click the expand icon corresponding tothe appropriate row. It will expand the inline grid, as shown in the following image:

The functionality of the inline (Tickets) grid is similar to functionality available for the parentgrid, but is limited to filtering and sorting. You cannot assign tickets, change the width ofthe columns, and IDs are not represented as links.

There is no limit to the number of inline grids that can be opened at a time. To collapse aninline grid, click the same expand/collapse icon. All grids are configurable using theAdministration portal.



Special Filtering

To filter data in the grid by more than one criteria for a specific column, you can use the ORoperator in any filtration field. Both full and partial entries are supported.

Note: The OR operator works only for fields with string data type.

Filtering Panel

You can also filter data in all grids at the same time by using the Filtering panel.

The Filtering panel is located to the left of the grid and is fully configurable.

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Issues Page

You can form the list of filtering criteria and select how many sections can be expanded bydefault.

The Filtering panel consists of the following main sections and expand/collapse control:

Tabs for Filter by Cases or Filter by Tickets (1).

The list of Filters already applied or ready to be applied (2).

The list of all available filtering criteria (3). Near each of the criteria, the count of recordsthat fall under specific criteria is displayed.

Expand/collapse control for hiding/showing Filtering panel (4).



Note: In the My Cases tab, data is already filtered by Assignee, and this filter cannot bediscarded.

Filtering in the My Cases and All Cases tabs are independent from each other. Filtering bytickets is dependent on filtering by cases. For example, after applying a filter by cases, theonly criteria that satisfies the already applied filtering by cases will be available in the Filterby Ticket tab.

If you applied filtering by cases and added some filtering by tickets, and then changedeverything to filter by cases, the filtering by tickets will be discarded by clicking Apply (theappropriate hint will be displayed by hovering the cursor over the Apply button):

You can add a filtering criteria that will be applied by default. Users with Administratorprivileges can use the corresponding options in the Administration module.

Note: Default filters can be applied only to the Filter by Cases tab.

32 iWay Software

Issues Page

For example, to view all currently open cases that you navigated to, select the false optionin the Close Flag section. This should be added to the list of default filters in theAdministration module. Once it is added, the Closed Flag: false setting will be added to thelist of already applied filters, as shown in the following image:

The default filter settings will be saved when you navigate through the application, unlessyou change the filtering criteria by clicking the Clear all filters link or add new filters.



Note: If the Administrator changes the default filters while other users are currently workingin the application, a warning notification icon with the appropriate message will appear.Users must login again in order for changes to be applied.

34 iWay Software

Issues Page

To add filtering criteria to the upper section, select the appropriate check box, as shown inthe following image.



The Apply button gets enabled when at least one filtering criteria is selected. When you clickApply, the grid with records reloads in order to show only relevant data. The Clear all filterslink also appears, so that filtering could be discarded, if needed.

Note: Filtering data using the Filtering panel and Filtering panes inside of the grids can beeasily combined to display only relevant information. However, it is important to note thatfiltering in the same column cannot be applied to the filtering panel and filtering panesimultaneously (field for filtering in the grid will be disabled).

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Issues Page

If a combination of filtering parameters return no results, an appropriate message isdisplayed.

Note: Filtering by criteria within one section performs similarly to using the OR operator.Filtering by criteria from different sections performs similarly to using the AND operator (forexample, filtering by manual cleansing, manual general case names, and document names).The Provider Master will find both Cleansing and General cases that belong to ProviderMasters domain only.

To delete a selected filtering parameter from the list, clear the check box in the bottomsection of Filtering panel or click the X icon for the corresponding parameter in the uppersection.

Note: The X icon appears by hovering over appropriate parameter.

After deleting the unnecessary parameters, click the Apply button again to start filtering.



If there are a lot of filtering items under a filtering parameter (for example, many IDs ofcases) or to filter parameters to be displayed other than the default settings, you can changethe check box list to a simple drop-down menu. This functionality is added for better UIrepresentation of a long-list of values. For example, the following image shows configuredcolumns for both ID and Closed Flag to be displayed as drop-downs lists.

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Issues Page

When you type in the required value in the field, a list of values pertaining to the first fewletters that were typed in, will be displayed in a drop-down list, as shown in the followingimage.



Clicking the drop-down icon displays all values available for that field, as shown in thefollowing image.

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Issues Page

There is no limit to the number of values that can be selected and applied at the same time.

To delete a selected filtering parameter from the list, click the X icon for the correspondingparameter in the field or click the same X icon in the upper section of the panel.

Note: You can perform the same steps in the Filter by Tickets tab.



To hide the Filtering panel and see only the grid, click the expand/collapse button (the verticalline with an arrow). The Filtering panel becomes hidden by sliding to the left. To expand it,click the arrow again, as shown in the following image.

The state of issues page is saved and preserved when navigating through the applicationafter filtering is applied. It is saved until you log out or the session expires.

Assigning Cases and Issues

The Issues page gives you the opportunity to bulk assign cases to different users. By default,the Assign button is disabled. To enable it, at least one issue must be selected by selectingthe check box near the issue that needs to be reassigned. If all issues available on the pageneed to be reassigned, select the top check box that allows selecting all issues on the page,and then click the Assign button.

Note: Only cases of previously loaded grids can be selected due to the implementation ofLazy Loading logic.

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Issues Page

You can also use the check box at the top of each grid to select all cases of a specific table,as shown in the following image.

Note: When a case is closed, a check box for that record is disabled and cannot bereassigned.

Select the required cases and then click Assign.



The Assign dialog is displayed, as shown in the following image.

44 iWay Software

Issues Page

The Assign to User drop-down list shows a list of available users. When you start typing inthe field, data is filtered dynamically to display only the relevant information, as shown inthe following image.



To assign some case(s) to yourself, click the Assign to me link, as shown in the followingimage.

After clicking the link, the currently logged in user is set in the field.

46 iWay Software

Issues Page

If a case cannot be assigned to the user selected from the list (for example, because theselected user has no permissions to resolve an issue or no permissions to work with somedomain, and so on), or if the entered data finds no matches in the database, the appropriatevalidation message is displayed.



If the selected user is valid, then the Assign button becomes enabled and the issue(s) canbe reassigned.

Note: If you want an assignee to be notified about a reassign activity, then ensure that theSend email notification check box is selected.

48 iWay Software

Issues Page

In some cases, issues do not have to be reassigned. For example, selected issues canbelong to different domains but the new assignee has no access to some of them.

In this case, a warning message appears, but issues that belong to the accessible domain(s)can still be reassigned. Therefore, the Assign button is enabled.



After clicking the Assign button, the grids get refreshed to show an updated list of cases,and a notification message is displayed in the upper right corner of the screen.

If you have issues from inaccessible domains in your queue, a notification icon will bedisplayed on the My Cases tab. You will not be able to view or work with those issues, butthe Administrator can give permissions to work with certain domain(s) or reassign issues tosomeone else.

When hovering over an icon, a corresponding hint will be displayed.

50 iWay Software

Issues Page

Grids are customizable to your needs and can display information according to the selectedgrouping parameters.

When any value is selected from the Group By drop-down list, grids get re-grouped by theproper parameters. Cases are grouped by Domain, by default.

Note: If filtering using the Filtering panel was applied, then records in the grids get groupedaccording to it.



Note: If the case is not viewed by its assignee, it is displayed in bold. Once it is opened,the font changes to normal.


In this section:

Navigating the Override Matching Page

Page Structure

Group Decomposition

Creating a New Group

Rearranging Instances

Creating a Case

Reassigning a Case

Workflow Schema

The Override Matching case type incorporates the handling of data sets containing potentialduplicates of the same record, all of which correlate to a single real-world entity. In theOverride Matching case, users are presented with a list of instances, for example, potentialduplicates or attribute records from multiple sources. Users can then re-group the instancesas needed.

Navigating the Override Matching Page

There are four ways to navigate to the Override Matching page:

From the Home page where you can rearrange the Instance records of two or more Goldenrecords.

From the Master Comparison page where you can rearrange the Instance records of aGolden record.

Using the link from the Issues pop-up window where you can view the Override Matchingcase that is already created (appropriate icons are displayed on Details 360, MasterComparison, and Home pages).

From the Issues page where you can view the Override Matching case that is alreadycreated.

To select Override Matching case records, click the Linking button on the Home page first,as shown in the following image.

52 iWay Software


Note: The Linking button may not be available for all pages. It is pre-configured by theappropriate policy.

When Linking mode is on, you can select the records based upon what Matching case youwish to create.

Note: Any record currently under Override matching may not be remediated under any otherOverride matching case.



At least two records must be selected in order to navigate to the Override Matching page.If no records are selected, the Link Records button is disabled. If one record is selected,then the Link Records button is enabled, but a notification message will appear.

To rearrange Instance records of one Golden record, navigate to the Master Comparisonpage of that record and click Override matching.

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Note: If the record only has one Instance record, then the Override Matching button will bedisabled. If record is already undergoing the remediation process and has more than oneInstance record, then the Override Matching button will be enabled and lead to an openedcase.

You can also navigate to the Override Matching page through the links in the pop-up Issue(if a matching case already exists in the system).



In order to see the pop-up window, hover the cursor over any Matching remediation iconsthat are displayed on Details 360, Master Comparison, or Home pages and then click theappropriate link. Information displayed in the pop-up window can be configured by the SystemAdministrator.

Note: The matching link is disabled for the User role because there are no permissions toview or work with matching cases.

If a case is assigned to the current user, then the Override Matching page will be displayedin Update mode. If no changes need to be made, the page will be in Display mode.

Additionally, you can navigate to a created matching case by clicking the appropriate link onthe Issues page.

The same logic appears as with links in pop-up windows. If a case is assigned to the currentuser, the Override Matching page will be displayed in Update mode. Otherwise, if it is inDisplay mode, then no further changes can be made.

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Note: Closed Matching cases are displayed on the Issues page and in Remediation pop-upwindows. Those cases can be opened in Display mode only.



Page Structure

The following image shows the structure of the Override matching page.

The Override Matching page is composed of the following main blocks:

1. Breadcrumbs

2. Golden records panel of the workspace

3. Expand/collapse control for Golden records panel

4. Instance Details panel of the workspace

5. Expand/Collapse Workspace control for Activity Stream

6. Activity Stream

7. Case Properties

You can navigate to the previously visited pages using breadcrumbs.

In the Group Composition section of the golden records pane, you can create new goldenrecords and rearrange instances between Golden records by dragging and dropping thefunctionality and context menus.

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The Expand/collapse control for the Golden records panel allows you to hide the upper panel.To expand the panel, click the arrow pointing down in label 3, as shown in the previousimage.

In the Instance Details panel, you can view several details of instances at a time. The fieldsof the Instance details panel can be configured through the Administration module.

The Expand/Collapse Workspace control shows or hides the activity stream and caseproperties, and expands or collapses the Instance Details panel. When the workspace isexpanded, the Activity stream and Properties link is displayed in the right bottom corner ofthe page to display Activity stream and Case properties sections.



The Activity stream is located below the workspace. All activities such as comments andtransitions through the workflows for every attribute, general comment, issue reassignmentsare tracked in the Activity stream.

The Case properties section includes general information about the case (such as assignee,created date, and current status).

Group Decomposition

In the Golden records panel the instances and their affiliation with Golden record they belongto are reflected.

Each Golden record is displayed as a container with an order number assigned forconvenience. Instances are displayed as small tiles with the Source system and Sourceobject ID on them. Each Instance record tile is displayed inside a container which correspondsto a Golden record they belong to.

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You can manipulate instances and move them from one Golden record to another, as shownin the following before and after image.

To view the original composition (the state before any changes were made), click the ViewOriginal Composition button.

In the View Original Composition mode, you cannot rearrange instances and perform anyother actions (except for viewing Instance details in the Details panel). To go back, click theBack to Editing button.

Note: The View Original Composition mode is not available in Display mode.

Creating a New Group

In the Golden Records panel, you can create a new group to move Instances to it.



To create a new group, click the Add New Group button. The new empty group panel appearswhere you can move Instances to. The golden record can be deleted if it does not containany instances.

Rearranging Instances

To rearrange instances between groups, you can:

Drag the instance tile from one Group container to another.

Drag the instance from the Instance details panel to the corresponding Golden recordcontainer in the Golden record panel.

When you drag an instance, its image (half-transparent duplicate) is dragged, and the groupwhere it can be dropped is highlighted when hovering the cursor over the container.

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When the item is dropped, it sticks to the grid of the new Group and disappears from theprevious Group so that one Instance record does not exist in two Groups. If there are morethan four Instance records, then the container is expanded horizontally.

You can also rearrange the instances by dragging them from the Instance Details panel.

You can drag instance record headers from the Instance details panel to the correspondingGroup container. The image of the Instance record displays while dragging.

When the Instance is dropped in the new Group container, it becomes a part of that Groupand is removed from the previous Group (and corresponding container).

You can select which Instances to display in the Instance Details panel.

To select an instance to display, click the Instance Records label, select the requiredInstances, and then click Done.



The grid will be refreshed and only the relevant Instances will be displayed.

You can also adjust the number of Instance records you wish to display at a time (from 1to 4).

Creating a Case

Matching case can be created after saving any activity on the page:

adding a comment to the case

Clicking the 'Save' button

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After the case is saved – Activity stream and Case properties sections get refreshed withappropriate information and workflow actions drop down appears near 'Save' button. CaseProperties section's fields can be configured via Administration portal.

Workflow actions drop down contains values available for current role (for example, a DataSteward can send a case for approval and the Data Supervisor decides whether to approveor reject). After selecting the appropriate value, the Submit button appears, so that casecould be sent to the workflow.

To discard all changes made from the last save action "Reset changes" button is to beused.



When user has some unsaved changes made on the page and tries to navigate outside ofit – warning dialog will appear:

Created Override Matching case is displayed on the Home page accordingly:

The row with opened case is highlighted in amber color and appropriate icon is displayed.

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Reassigning a Case

If a user wants to reassign the case to someone else, then the user should click the"Reassign" link in the Case Properties panel.

Note: The 'Reassign' link is not available for closed cases.

If there are any unsaved changes on the page and users clicks 'Reassign' link – then warningdialog appears, so that case with unsaved changes could not be reassigned.



When there is no unsaved data on the page and the link is clicked – Reassign dialog appears.Functionality of it is similar to Assign dialog on Issues page.

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A list of users is available in 'Assign to User' drop down menu. When user starts typing inthe field – data is filtered dynamically to display only the relevant information.



If a user wants to assign some case(s) to themselves, the user can click the 'Assign to me'link:

Once the link is clicked currently logged in user is set in the field.

Note: When assigning a case to the current user, the user is not redirected to the Issuesearch page. The user stays on the same page and can work with the case.

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If case cannot be assigned to the user selected from the list (for example, because selecteduser has no permissions to resolve cases, etc.) or entered data finds no matches in thedatabase – appropriate validation message is displayed.



In case selected user is valid – "Assign" button gets enabled and case(s) can be reassigned.

After the Assign button is clicked, the user is redirected to the Issues page because thecase is no longer their own.


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Workflow Schema

Schematic workflow of Override matching case and workflow actions available per role aredisplayed below:

When case is closed with help of Resolve Direct or Resolve -> Approve workflow actions –re-composition of Golden records is performed according to changes made in the case.

If case is closed with help of any other workflow actions displayed above – re-compositionof Golden records is not performed.



When the case is closed – records that were under matching remediation process arehighlighted on the Home page with green color. New matching remediation process can bestarted for them.


In this section:

Navigating the Manual Cleansing Page

Page Structure

Creating a Case

Adding Comment on attribute and the whole case

Editing attributes

Submitting comments/edits to the workflow

Viewing Comments, Edits, or a Source Record

Reassigning a Case

Workflow Schema

Manual Cleansing issues involve the resolution of problems with missing or invalid data andthe review of changes suggested by an automated data quality process (like incorrect,ambiguous, missing data etc.).

A cleansing case consists of a record which attributes require manual editing. Each edit maybe sent through workflow separately: different attributes of the record may be in differentstates.

Moreover, the User may leave a comment on particular attribute or view and resolve issues/ errors that arrive from automated cleansing process.

Navigating the Manual Cleansing Page

There are three ways to navigate to the Manual Cleansing page:

1. From the Master Comparison page, to create new cleansing case via 'Edit' menu item.

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2. Through the link from Issues pop up, to view the Manual Cleansing case, which hasalready been created (appropriate icons are displayed on Details 360, Master Comparison,and Home pages).

3. From the Issues page, to view the Manual Cleansing case, which has already beencreated.

Note: Manual Cleansing case can be opened only for Instance records. Any record currentlyunder Manual Cleansing remediation may not be remediated under any other ManualCleansing case.

If a user wants to open cleansing case, the user should navigate to the Master Comparisonpage of that record, expand Instance records section and select "Edit" menu item for theappropriate Instance.



Another way to navigate to Manual Cleansing page is via links in Issue pop up (if cleansingcase already exists in the system).

In order to see the pop up user should mouse roll over any cleansing remediation icons thatare displayed on Details 360, Master Comparison, and Home pages and then click onappropriate link.

Note: If a user has no permissions to view or work with cleansing cases, then the cleansinglink is disabled.

If a case is assigned to the current user, the Manual Cleansing page will be displayed inUpdate mode, so the user can continue working with it. If not, Display mode, where the usercan make no changes.

And the last way to navigate to already created cleansing case is to select appropriate linkon Issues page.

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The same logic applies here as with links in pop ups. If a case is assigned to the currentuser, then the Manual Cleansing page will be displayed in Update mode, so that the usercan continue working with it. If not, then Display mode, where the user can make no changes.

Note: closed Cleansing cases are displayed on Issues page and in Remediation pop ups.Those cases can be opened in Display mode only.

Page Structure

The Manual Cleansing Case page is composed of the following main blocks:

1. Breadcrumbs

2. Workspace

3. Expand / Collapse Workspace control

4. Activity Stream



5. Case Properties

Using breadcrumbs (1) user is able to navigate to previously visited pages.

In the Workspace (2) a User can edit the values of attributes, add comments to attributesand send the changes through workflow.

For manual cleansing case in the Workspace the Instance record attributes are displayedas well as Edited values column and workflow actions. Workspace panel's fields can beconfigured via Administration module.

By default workspace is collapsed and only first main important attributes are displayed.

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Expand / Collapse Workspace control (3) hides/shows Activity stream and Case propertiesand expands/collapses Workspace. When workspace is expanded 'Activity stream &Properties' link is displayed in the right bottom corner of the page to open Activity streamand Case properties sections.

Below the Workspace Activity stream (4) is displayed. All activities such as comments andtransitions through the workflows for every attribute, general comment, issue's reassignmentsare tracked in Activity stream.

Case properties (5) include information on the case (assignee, created date etc.)

User can navigate to 'Details 360' page by clicking 'Details 360' link.



Creating a Case

In order to create Manual cleansing case comment should be added or any attribute shouldbe edited. After the case is created – Activity Stream and Case Properties sections getsrefreshed and display relevant information. ID of the case is set in the bread crumbs aswell.

The fields of the Case Properties section are configurable using the Administration portal.

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Adding Comment on attribute and the whole case

The User may comment on any data attribute. When the User rolls over the Original Datavalue or label the "Add comment" icon is displayed. When the User clicks on the icon the"Add comment" overlay is displayed.

The User may enter text and save a comment by clicking on appropriate "Save" icon. Thecomment will be then displayed in the Activity Stream and can be viewed when clicked onthe "Add a comment" icon (comment will be displayed in the expandable area below therow).



Note: when comment is not yet saved – 'Add comment' icon is blue and comment box isyellow. When the comment is saved – icon and box both turn green.

Comments for attributes can be updated or deleted. In order to update already savedcomment – user should click anywhere in the Comment box and comment text will be editableagain. If a user wants to delete an inline comment, the user should click the 'X' icon.

Note: Every comment creates a ticket that is saved in database. They cannot be deletedmanually; they can only be closed by workflow. So 'Delete' option only erases the value ofthe edit, but does not delete the ticket itself.

The User may optionally enter a global comment for the whole case by clicking "Comment"button. It will appear in the Activity stream.

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Editing attributes

Edit column by default is empty until the User edits value manually. The edit functionality iseasily discovered when the User rolls over the editable fields – they are highlighted andtooltip ("Click to edit") is displayed.

When the cell is clicked the edit text field is displayed instead of the empty cell. The usercan close the text fields without any changes made just by taking the focus out of the editedfield.

When user clicks on "Save" icon for the edited field – Workflow actions drop-down appear.



Before letting the user save the changes – the edit gets validated. If validation fails –appropriate message is displayed and edit cannot be saved.

There is a possibility to prohibit editing of some fields. It can be done via Administrationportal. When field cannot be edited, it is disabled and an appropriate hint is displayed.

A single edit may be reverted with "Revert Edit" option. Moreover, last made change maybe undone.

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These options are accessible from the context menu which appears when "x" icon is clicked.Also, value of the edit may be deleted, when 'Delete' option is selected.

Note: every edit creates a ticket that is saved in database. They cannot be deleted manually;they can only be closed by workflow. So 'Delete' option only erases the value of the edit,but does not delete the ticket itself.

Submitting comments/edits to the workflow

The comments/edits are not sent to workflow until the User selects a necessary workflowaction in a row and then click the "Submit" button. To select an action the User select avalue from the drop down, then Submit button appears. To uncheck the action the User mayselect 'Select action' value (Submit button will disappear).



The user utilizes "Submit" buttons to make transitions one-by-one. Moreover, when theaction is selected, the check box next to action is checked. It is utilized for bulk transitions.When workflow actions are selected for several edits "Submit Selected" button gets enabledand it can be used to submit several values at once. When actions are submitted –appropriate notification is displayed in the upper right corner of the screen.

All selected transitions that haven't been submitted yet can be reverted with "Reset All"button. The "Reset All" action doesn't apply to changes made to the values.

Fields in Edited column are displayed differently according to the workflow state they're in:

When the field is being Edited and not yet sent to the workflow:

When the edited field is sent to the workflow and is waiting for approval or rejection. It cannotbe edited:

When Edited field is approved. It cannot be edited:

When the Edited field is rejected and goes back to the creator of the edit, so it can be editedby the creator.

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After comment/edit is saved and page is refreshed – remediation icon appears for appropriatefield(s). Pop up with short information appears when hovering on the icon.

Viewing Comments, Edits, or a Source Record

To view only attributes that require actions from the user, the user may use the "Hide Fieldswith no Activity" switch. When the switch is activated, only those attributes are displayedthat:

Have manual edits.

Have comments.

Have issues (errors) from automated processes.

For convenience, the User may expand all the comments, errors and notifications for allattributes using "Expand all Comments/Errors" button.

Once clicked – buttons change their names: 'Hide fields with no Activity' -> 'Show All fields','Expand all Comments/Errors' -> 'Collapse all Comments/Errors', so a user can decide whatthey want to view.



A user can click the 'Show Source Record' button when they want to compare values ofInstance and Source records. Once clicked, values of Source record appear to the right fromvalues of Instance record and the button changes its name to 'Hide Source Record'. Valuesof Source record that differ from values of Instance record are highlighted in pink, andstandardized values are highlighted in amber.

Note: values of Source record cannot be overridden. Only values of Instance record areincluded in workflow.


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Created Manual Cleansing case is displayed on the Home page accordingly:

The row with open case is highlighted in amber color and appropriate icon is displayed.

Reassigning a Case


Note: 'Reassign' link is not available for closed cases.





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If a user wants to assign some case(s) to themselves, the user can click the 'Assign to me'link:

Once the link is clicked, the currently logged in user is set in the field.

Note: When assigning case to the current user, the user is not redirected to the Issue searchpage Instead, the user stays on the same page and can work with the case.

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In case the selected user is valid, the "Assign" button is enabled and the case(s) can bereassigned.

After "Assign" button is clicked – user is redirected to Issues page because case is nolonger their own.


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Workflow Schema

The Workflow actions available for each edit are dependent on the User Role and the currentstatus of the edit. In general they are described below:

When ticket is closed with help of Resolve Direct or Resolve -> Approve workflow actions –then Edited value overrides the Original one in appropriate Instance record.

If ticket is closed with help of any other workflow action – then override process does notstart.



Workflow actions available per role are displayed below:

When the case is closed – records that were under cleansing remediation process arehighlighted on the Home page with green color. New cleansing remediation process can bestarted for them.

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User can close the whole case using 'Close Case' button. It appears only after all ticketsare closed.

Note: Case can be closed only by assignee of the whole case.

If there are any unsaved changes on the page and users clicks 'Close case' button – thenwarning dialog appears, so that case with unsaved changes could not be closed.

After the case is closed – it is displayed in Display mode and cannot be edited or reassigned.

General Issue Page (For Golden and Instance Records)

In this section:

Navigating the General Issue Page

Page Structure

Creating a Case

Viewing Comments

Reassigning a Case

Workflow Schema

A General issue is the case that consists of the comments on attributes of theGolden/Instance record.



Note: This is the only type of case that can be opened by someone with a User role. Userrole has all other Remediation pages prohibited for editing/viewing (but it can be configuredvia appropriate Policy).

Navigating the General Issue Page

There are four ways to navigate to General issue page:

1. From the Details 360 and Master Comparison page, to create a new General Issue casethrough the "General issue" button (for Golden records).

2. From the Master Comparison page, to create a new General Issue case through the"Open Ticket" menu item (for Instance records).

3. Through a link from the Issues pop up, to view the General Issue case that has alreadybeen created (appropriate icons are displayed on the Details 360, Master Comparison,and Home pages).

4. From the Issues page, to view the General Issue case that has already been created.

Note: Any record currently under General Issue remediation may not be remediated underany other General Issue case.

If a user wants to open a General issue case for a Golden record, the user should navigateto the Master Comparison or Details 360 page of that record and click the "General Issue"button.

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If a user wants to open a General issue case for an Instance record, the user should navigateto the Master Comparison page of that record, expand the Instance Records section, andselect the "Open Ticket" menu item for the appropriate Instance.



Another way to navigate to General Issue page is via links in Issue pop up (if General issuecase already exists in the system).

In order to see the pop up user should mouse roll over any General Issue remediation iconsthat are displayed on Details 360, Master Comparison and Home pages and then click onappropriate link.

If a case is assigned to the current user, the General Issue page will be displayed in Updatemode, so that the user can continue working with it. If not, then Display mode, where theuser can make no changes.

Note: if General Issue case is created by someone with User role – the case staysUnassigned until Data Supervisor or Data Steward assign it to someone. Until then – casecan be edited by anybody.

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And the last way to navigate to already created General Issue case is to select appropriatelink on Issues page (not available for User role).

The same logic applies here as with links in pop ups. If a case is assigned to the currentuser, then the General Issue page will be displayed in Update mode, so that the user cancontinue working with it. If not, then Display mode, where the user can make no changes.



Note: closed General Issue cases are displayed on 'Issues' page and in Remediation popups. Those cases can be opened in Display mode only.

Page Structure

The General Issue Case page is composed of the following main blocks:

1. Breadcrumbs

2. Workspace

3. Expand / Collapse Workspace control

4. Activity Stream

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5. Case Properties

Using breadcrumbs user is able to navigate to previously visited pages.

In the Workspace a User add comments to attributes. By default workspace is collapsedand only first main important attributes are displayed.

Workspace panel fields can be configured through the Administration tab.



Expand / Collapse Workspace control hides/shows Activity stream and Case properties andexpands/collapses Workspace. When workspace is expanded – 'Activity stream & Properties'link is displayed in the right bottom corner of the page to open Activity stream and Caseproperties sections.

Below the Workspace Activity stream is displayed. All activities such as comments andtransitions through the workflows for every attribute, general comment, issue's reassignmentsare tracked in Activity stream.

Case properties include information on the case (assignee, created date etc.).

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Creating a Case

In order to create General Issue case comment should be added to any field. After the caseis created, the Activity Stream and Case Properties sections get refreshed and displayrelevant information. The Case Properties section can be configured using the Administrationtab. A Workflow actions drop-down appears as well (only for Data Steward and Data Supervisorroles).

Note: A user role cannot send the case to the workflow, so the Workflow actions drop-downlist is not displayed for the user.

The User may comment on any data attribute. When the User rolls over the Original Datavalue or label the "Add comment" icon is displayed. When the User clicks on the icon the"Add comment" overlay is displayed.



The User may enter text and save a comment by clicking on appropriate "Save" icon. Thecomment will be then displayed in the Activity Stream and can be viewed when clicked onthe "Add a comment" icon (the comment will be displayed in the expandable area below therow).

Note: when comment is not yet saved – 'Add comment' icon is blue and comment box isyellow. When the comment is saved – icon and box both turn green.

Comments for attributes can be updated or deleted. In order to update already savedcomment – user should click anywhere in the Comment box and comment text will be editableagain. If a user wants to delete an inline comment, then the user should click the 'X' icon.

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The User may optionally enter a global comment for the whole case by clicking 'Comment'button. It will appear in the Activity stream.

Viewing Comments

To view only attributes that require specific actions, the user can utilize the "Hide Fieldswith no Activity" switch. When the switch is activated, only those attributes are displayedthat:

Have manual edits.

Have comments.

Have issues (errors) from automated processes.

For convenience, the User may expand all the comments, errors and notifications for allattributes using "Expand all Comments/Errors" button.



Once clicked – buttons change their names: 'Hide fields with no Activity' -> 'Show All fields','Expand all Comments/Errors' -> 'Collapse all Comments/Errors', so a user can decide whatthey want to view.


Created General Issue case is displayed on the Home page accordingly:

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The row with opened case is highlighted in amber color and appropriate icon is displayed.

Reassigning a Case


Note: 'Reassign' link is not available for closed cases.





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If a user wants to assign some case(s) to themselves, then the user can click the 'Assignto me' link:

Once the link is clicked currently logged in user is set in the field.

Note: When assigning a case to the current user, the user is not redirected to the Issuesearch page. Instead, the user stays on the same page and can work with the case.

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In case selected user is valid – "Assign" button gets enabled and case(s) can be reassigned.

After "Assign" button is clicked – user is redirected to Issues page because case is nolonger their own.


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In order to submit a case to the workflow user (only with Data Steward or Data Supervisorrole) should select appropriate workflow action from the drop down and submit it ("Submit"button appears after workflow action is selected).

When case is submitted – appropriate notification will appear in the upper right corner ofthe screen.



Workflow Schema

The Workflow actions available for each edit are dependent on the User Role and the currentstatus of the edit. In general they are described below:

Workflow actions available per role are displayed below:

When the case is closed – records that were under General Issue remediation process arehighlighted on the Home page with green color. New General Issue remediation process canbe started for them.

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iWay

Configuring Omni-Patient™ ManagementCentral Remediation

4

Topics:This chapter describes how to configureOmni-Patient™ Management Central(OPMC) Remediation. Issues Page



General Issue Page

Issues Pop Up

Multiselect Component in the FilteringPanel

Dashboard Pages


Issues Page

In this section:

Case Issues Grid

Ticket Issues Grid

Filtering Panel on My Cases Tab

Filtering Panel on All Cases Tab

Number of Filtering Criteria Sections Expanded by Default

Default Filtering on My Cases/All Cases Tabs

In order to configure the appearance of the grids on the Issues Page, the Administratorshould navigate to the Tables tab and select the WF Cases table from the list of tables ifthe Parent grid needs to be configured, or select the WF Tickets table if the Inline (Tickets)grid needs to be configured.

Case Issues Grid

In order to configure the appearance of the Case grids on the Issues Search Page, theadministrator should navigate to the Tables tab and select the WF Cases table from the listof tables. That table should consist of four views:

My Filter Issues Grid

All Filter Issues Grid

Advanced Search View

Case Issues Grid View

The Case Issues Grid view is responsible for the appearance of the Case Grid on the AllCases tab and My cases tab on the Issues Search page. The view consists of two parts:

General columns, which includes columns that are common for all domains and areconfigured in the main area of the Case Issues Grid View.

Domain columns, which are displayed next to the general columns in the grid and canbe preconfigured for each available domain for the current user.

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Issues Page

First of all, administrator should check if current mdata contains a particular View in Viewslist. If Case Issues Grid view is not created yet, administrator should delete the existingMaster Issues Grid View, then click '+ New View' button and fill in needed fields in thefollowing way:

After that administrator should click Create and navigate to Tables tab, open WF Casestable and click edit Table.


4. Configuring Omni-Patient™ Management Central Remediation

Add needed Views from '+Add View' drop-down list and exclude unneeded. To rearrangethe columns in the view – just simply drag needed column from 'Excluded' to 'Included'section in order to include column in the view or click 'X' icon if you want to exclude somecolumn from the view.

Ticket Issues Grid

Ticket Issues Grid view is responsible for looks of the inline grid which used to displayingof Tickets details. In order to configure looks of the inline grids on Issues Search Pageadministrator should navigate to Tables tab and select WF Tickets table from the list oftables. That table should consist of 3 views: My filter Issues grid, All Filter Issues Gridand Ticket Issues Grid view.

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Issues Page

Administrator should check if current mdata contains particular View in Views list. If TicketIssues Grid view is not created yet, administrator should delete existing Instance IssuesGrid View, then click '+ New View' button and fill in needed fields in the following way:

After that, administrator should click Create and navigate to Tables tab, open WF Ticketstable and click edit Table.



Add needed Views from '+Add View' drop-down and exclude unneeded. To rearrange thecolumns in the view – just simply drag needed column from 'Excluded' to 'Included' sectionin order to include column in the view or click 'X' icon if you want to exclude some columnfrom the view.

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Issues Page

Also, configuration of nested columns (e.g. display name, sortable, filterable) is availablevia clicking the 'Pencil' icon for appropriate columns and updating corresponding options.

Filtering Panel on My Cases Tab

In order to configure Filtering Panel for cases on Issues Page Administrator should navigateto Tables tab and WF Cases table from the list of tables. If the Filtering panel for ticketsneeds to be configured, then the WF Tickets table should be edited.



My Cases Filter view is responsible for the list of filtering criteria displayed in Filteringpanel on 'My Cases' tab.

To rearrange the columns in the view – just simply drag needed column from 'Excluded' to'Included' section in order to include column in the view or click 'X' icon if you want to excludesome column from the view.

Filtering Panel on All Cases Tab

In order to configure Filtering Panel for cases on Issues Page Administrator should navigateto Tables tab and WF Cases table from the list of tables. If Filtering panel for tickets needsto be configured - WF Tickets table should be edited.

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Issues Page

All Cases Filter view is responsible for the list of filtering criteria displayed in Filteringpanel on 'All Cases' tab.

To rearrange the columns in the view – just simply drag needed column from 'Excluded' to'Included' section in order to include column in the view or click 'X' icon if you want to excludesome column from the view.

Number of Filtering Criteria Sections Expanded by Default

In order to change the number of Filtering criteria's sections expanded by default Administratorshould navigate to Settings tab and select Issue Filter Sections Count setting from thelist.



The number entered in 'Value' field corresponds to the number of sections to be expandedby default in Filtering Panel on Issues page.

This setting is applied to Filtering panels on both 'My Cases' and 'All Cases' tabs.

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Issues Page

Default Filtering on My Cases/All Cases Tabs

In order to have default filters on issue search page – Administrator have to create appropriateoptions: DefaultFiltersMyCases and DefaultFiltersAllCases.

Same should be done for All Cases tab.



When options are created – they appear in the list of options:

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Issues Page

After options are added – administrator should add needed values to Default filtering sectionfor appropriate tab of WF Cases table. Columns that are in Included section of My/Allcases filter view:

If some column is moved to Excluded section – it will automatically disappear from DefaultFiltering section.



Administrator can select any needed value for the field from the drop down. Or they can starttyping in the field and will see all of the results that satisfy the filtering criteria:

More than 1 value can be selected for 1 field if needed:

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Issues Page

After needed values are set – Administrator should click 'Update' button in order changesto be applied.


In this section:

Instance Details Panel

Case Properties Panel

Administration panel is available for Users with roles System Administrator.

Instance Details Panel

In order to configure Instance Details panel – administrator should navigate to Tables taband select Instance table (e.g. Provider, Worker).



That table consists of many views, but the one we need is Full Info View.

To rearrange the columns in the view – just simply drag needed column from 'Excluded' to'Included' section in order to include column in the view or click 'X' icon if you want to excludesome column from the view (1).

If you want columns to be separated in Groups – Administrator has to add appropriate groupto 'Included' section (2).


Another thing that can be configured on Override Matching page is Case Properties panel.Administrator should find WF Cases table in the list of tables. The view that is needed tobe configured is called Case Properties View.

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Note: The configuration of this view affects all Remediation cases pages (Override Matching,Manual Cleansing, General Issue Cases).

To rearrange the columns in the view, drag the required column from 'Excluded' to 'Included'section in order to include column in the view or click 'X' icon if you want to exclude somecolumn from the view (1).


Note: For this view, the names of groups will not be displayed. Instead of names, a horizontalline will appear.




In this section:

Workspace Panel


Administration panel is available for Users with role System Administrator.

Workspace Panel

In this section:

Allowing or Prohibiting the Option to Edit Fields

In order to configure the Workspace panel, the administrator should navigate to the Tablestab and select the Instance table (for example, Provider, Worker).

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Allowing or Prohibiting the Option to Edit Fields

To configure the ability to edit the fields in the workspace panel administrator should editnested columns (for example, display name, sortable, filterable). This can be done via clickingthe 'Pencil' icon for appropriate columns in the Full info view of appropriate table and updatingcorresponding option:

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If some field needs to be disabled for editing – administrator should select 'Off' option, iffield can be edited – 'On' option should be selected.


Another thing that can be configured Manual Cleansing page is Case Properties panel.Administrator should find WF Cases table in the list of tables. The view that is needed tobe configured is called Case Properties View.


To rearrange the columns in the view, drag the required column from 'Excluded' to 'Included'section in order to include column in the view or click 'X' icon if you want to exclude somecolumn from the view (1).


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General Issue Page

In this section:

Workshops Panel


Administration panel is available for Users with role System Administrator.

Workshops Panel

In order to configure Workspace panel for General Issue for Instance record– administratorshould navigate to Tables tab and select Instance table (for example, Provider, Worker).






Note: When the Workspace panel of the General Issue page for Golden record needs to beconfigured, the steps are the same as described above, but the edited table should be aMaster (for example, Provider Masters, Patient Masters).


Another thing that can be configured on General Issue page is Case Properties panel.Administrator should find WF Cases table in the list of tables. The view that is needed tobe configured is called Case Properties View.

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General Issue Page


To rearrange the columns in the view –drag needed column from 'Excluded' to 'Included'section in order to include column in the view or click 'X' icon if you want to exclude somecolumn from the view (1).



Issues Pop UpThe Administration panel is available for users with the System Administrator role.

In order to configure Issue popup administrator should navigate to Tables tab and selectInstance table Wf Case table.



That table consists of many views, but the one we need is Quick Details View.

To rearrange the columns in the view – drag needed column from 'Excluded' to 'Included'section in order to include column in the view or click 'X' icon if you want to exclude somecolumn from the view (1).


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Issues Pop Up

Multiselect Component in the Filtering PanelIn order to have fields with multiselect drop-down list on Filtering Panel Issue search page– Administrator have to create appropriate options: SwitcherValuesStateAllCases andSwitcherValuesStateMyCases

Same should be done for All Cases tab.



When options are created – they appear in the list of options:

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Multiselect Component in the Filtering Panel

After options are added – administrator should switch ON/OFF Multiselect drop-down list onappropriate tab of the WF Cases/WF Tickets table. Columns that are in Included sectionof My/All cases filter views ofWF Cases table automatically will appear in Default Filteringsection and for them will appear multiselect switches:

Default state of multiselect switch is OFF. On the UI, the fields are displayed with checkboxes.

If some column is moved to Excluded section – it will automatically disappear from DefaultFiltering section.



For WF Tickets table only Multiselect switches are available and display for the appropriateviews in the following way:

After needed values are set – Administrator should click 'Update' button in order changesto be applied.

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Multiselect Component in the Filtering Panel

Filtering Panel on Issues Search page reflects settings preconfigured on appropriate viewon Administration page:

Dashboard Pages

In this section:

Configuring Functionality Through WSO2 Identity Server Policies

Configuration Tasks

Dashboard is a component of Remediation module that gives user an opportunity to viewdifferent kinds of statistical or historical information in form of diagrams, tables, graphs etc.



It consists of 2 main tabs:

'Administration' tab – for defining Dashboard's content

'Home' tab – visual representation of data defined via Administration

All users must be first authenticated in order to work with Dashboard functionality. Accessto Dashboard functionality is defined through the WSO2 Identity Server.

Configuring Functionality Through WSO2 Identity Server Policies

In this section:

Defining Remediation Menu Items Accessibility Through a Policy

Defining Dashboard Accessibility Through a Policy

This section describes how to configure functionality through WSO2 Identity Server policies.

Defining Remediation Menu Items Accessibility Through a Policy

In order to enable Dashboard tabs on Remediation (Dashboards, Administration), you needto import and enable component-access-remed-tabs-policy.

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Dashboard Pages

After enabling it you have to uncomment lines 28-29 and 72-73 within that policy so thatusers (those with role Data Steward or Data Supervisor) have access to 'Dashboard' ('Home')and 'Administration' tabs:

Note: Any role that is required can be defined, not only Data Stewards or Data Supervisors.

Defining Dashboard Accessibility Through a Policy

The authorize-user-dashboards-policyshould be imported and enabled for defining accessto dashboards.



Since the policy defines which dashboards to be seen by which roles, please pay attentionto the names of Dashboards. In the policy provided there are some dashboards defined:'General_Dashboard', 'First', 'Second' etc. So in the UI (OPMC/IMC application) you needto create dashboards with exact same names so that users could see them, or changethe names in the policy:

If dashboard is created in the UI but it is not defined in the policy – it will not be seen on'Dashboard-Home' page.

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In case you need to change roles of users that can work with some dashboard – edit theappropriate lines in the policy. For example, if you want a dashboard called 'First' to be seenby Data Supervisors only, then you can delete or comment the line that provides access tothis dashboard to Data Stewards:

Configuration Tasks

In this section:

Configuring Through the Application User Interface

Viewing Dashboards

This section provides a set of configuration tasks to help you configure OPMC Remediation.

Configuring Through the Application User Interface

This section describes how to configure OPMC Remediation through the application userinterface.



Configuring a Proxy URL

Proxy URL is used to define where external panels will be taken from. To set up that URLuser should log in xMC application, navigate to Administration (1) -> Settings (2) -> select'Proxy URL' setting (3):

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Dashboard Pages

After clicking Edit Setting, a user can enter the required parameters.

Creating a Panel Using the Administration Tab

After policies are imported and enabled and Proxy URL is set up you can work withRemediation dashboard functionality in the xMC application.



First of all you need to create Panels that can be displayed on the Dashboard. Navigate toRemediation (1) -> Administration (2) -> Panels tab (3) and click 'New Panel' label (4):

You will be navigated to the 'New Panel' page, the structure of which is the following:

1. Input fields where you identify needed parameters.

URL – URL to Panel (mandatory field). Right now we use the following URL (they maydiffer from the ones you are using):

dashboard/activityStream - local URL

/dashboard/activityToday - local URL

/ibi_apps/WFServlet?IBIAPP_app=remediationreports&IBIF_ex=allopenticketspiechart-1.fex– WebFOCUS URL

/ibi_apps/WFServlet?&IBIF_ex=workload_report – WebFOCUS URL

/ibi_apps/WFServlet?&IBIF_ex=alltransitionspiechart – WebFOCUS URL

Description – description of panel's content (non-mandatory field)

Preferred height – desired height of panel. If you leave it as 0 – the height of panelwill be calculated depending on its content

Title – name of a panel that will be displayed on the Dashboard and in the list ofpanels

2. 'Is Local' check box – for identifying whether the URL is internal (within the application)or from WebFOCUS.

Note: It is important to select the check box for internal URLs and not to select themfor external (WebFOCUS) types.

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Dashboard Pages

3. 'Is maximizable' check box – for defining whether panel can be maximized on theDashboard

4. 'Additional parameters' section – for setting up any needed additional parameters for apanel. They will be described below.

5. Buttons for creating, resetting content or cancelling creation of a panel

URL – URL to Panel (mandatory field). Right now we use the following URL (they may differfrom the ones you are using):

dashboard/activityStream - local URL

/dashboard/activityToday - local URL

/ibi_apps/WFServlet?IBIAPP_app=remediationreports&IBIF_ex=allopenticketspiechart-1.fex– WebFOCUS URL

/ibi_apps/WFServlet?&IBIF_ex=workload_report – WebFOCUS URL

/ibi_apps/WFServlet?&IBIF_ex=alltransitionspiechart – WebFOCUS URL

Description – description of panel's content (non-mandatory field)

Preferred height – desired height of panel. If you leave it as 0 – the height of panel willbe calculated depending on its content



Title – name of a panel that will be displayed on the Dashboard and in the list of panels

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By default 'Additional Parameters' section is empty, but Administrator can easily create themif needed by clicking 'Add Parameter' button. Once the button is clicked – fields for newparameter will appear.

Note: Any number of parameters can be added for a panel by clicking Add Parameter.

'Name' field should be unique.



'Type' field is a drop down field that contains four items for now: Integer, Internal, Stringand Date. Depending on what type of parameter is selected – the 'Value' field will expectappropriate input. For example, if user selects 'Integer' type – only numeric values could besaved in 'Value' field.

'Value' field is for defining what data to be included in the request.

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Quite interesting is 'Internal' type of a parameter. If user selects it, 'Value' field becomesa drop down with predefined items:

For example, if "Roles" item is selected, then all roles, which current user has, will beincluded into request.

In case parameter is not needed- it can be deleted by clicking 'Delete' label.



After Panel is created it appears in the list of Panels, can be edited, deleted or used in anyDashboard.

Note: Panels can be sorted in the grid by clicking on any column header.

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Dashboard Pages

Editing or Deleting a Panel Using the Administration Tab

In order to edit any panel user should select any Panel's title from the Panel list. 'Edit Panel'page will be displayed:

The structure of the page is similar to 'New panel' page. The difference is that values arealready set in the fields by default, and can be changed if needed.



Also user can navigate to 'Panel list', 'New Panel' pages from this page, or delete selectedpanel using 'Delete' label:

Note: A confirmation dialog will be displayed when deleting a panel or navigating away fromthe page when there are any unsaved changes.

Creating a Dashboard Using the Administration Tab

After required panels are configured you should create a dashboard with them, so that youcan view the data for each panel.

Note: The names of dashboards must coincide with the names defined in authorize-user-dashboards-policy, so that they can be viewed in the user interface.

In order to create a dashboard navigate to Dashboards tab (1) in Remediation Administration-> click 'New Dashboard' label (2):

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After that you will be navigated to 'New Dashboard page' with the following structure:

1. Input fields for specifying required information about the dashboard:

Title – data entered here will be displayed on Dashboard (Home) page and in Dashboardlist (non-mandatory field)

Name – unique identifier of the dashboard. Names should be the same as onesdefined in the policy (mandatory field)

Description – description of dashboard's content (non-mandatory field)

2. 'Panels list' box – contains all created panels

3. 'Left column' and 'Right column' boxes – for defining which panels to be displayed in thedashboard, in which column and in which order

Note: A dashboard can be created without containing any panels.

4. Buttons for creating, resetting content or cancelling creation of a dashboard

Title – data entered here will be displayed on Dashboard (Home) page and in Dashboardlist (non-mandatory field)

Name – unique identifier of the dashboard. Names should be the same as ones definedin the policy (mandatory field)



Description – description of dashboard's content (non-mandatory field)

In order to set some panel in the left or right column, user should drag needed panel fromPanel list box and drop in Left/Right column box. Panel can be only in one box at a time. Ifa user wants to delete a panel from the Left/Right column, the user should click thecorresponding 'X' icon and the panel will go back to the 'Panel list' box.

After dashboard(s) are created they can be viewed, sorted, edited or deleted.

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Dashboard Pages

Note: The order of the dashboards on the Dashboards list page defines the order ofdashboards that are displayed in the Switch dashboard drop-down list.



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Dashboard Pages

Editing or Deleting a Dashboard

In order to edit already created dashboard user should click on Pencil icon for neededdashboard on 'Dashboard list' page:



Once Pencil icon is clicked user is navigated to 'Edit Dashboard' page. The structure of thepage is similar to 'New Dashboard' page. The difference is that parameters are already seton the form, but can be changed as desired:

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Dashboard Pages

Also user can navigate to 'Dashboard list', 'New Dashboard' pages from this page, or deleteselected Dashboard using 'Delete' label:

Note: A confirmation dialog will be displayed when deleting a panel or navigating outsidethe page when there are any unsaved changes.



Another way of deleting dashboards is using 'X' icons on the 'Dashboard list' page:

After needed dashboards are deleted with 'X' icon – 'Update' button should be clicked, sothat changes were applied, or 'Cancel' button – if user wants to discard changes and leavedashboards as they were before.

Note: When changing the order of dashboards, click Update so that changes could beapplied. Notification about applied changes will be displayed in the upper-right corner.

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Dashboard Pages

Viewing Dashboards

After dashboard(s) are created in Administration module they can be viewed on Dashboard('Home') page by clicking 'Home' tab:

The structure is the following:

1. Title of the dashboard currently displayed

2. 'Switch dashboard' drop down

3. Panels defined via Administration module

The order and display of panels depends on settings defined in Administration module.



All panels have drop down icon displayed for them with 'Refresh' and 'Collapse' items:

'Refresh' item reloads panel and displays the newest data available.

'Collapse' item hides the panel's content, leaving only its header displayed:

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To view panels' data again user should select 'Expand' item from the drop down:

Panels that have the Is Maximizable check box selected have the Maximize icon displayed,as shown in the following image.

If a user clicks on the icon, only the selected panel is displayed on the page. To return tothe default view with all panels displayed, the user should click the Restore icon, as shownin the following image.



If a user has access to more than one dashboard and wants to view a different dashboardfrom the default selection, the user can select the required dashboard from the 'Switchdashboard' drop-down list, as shown in the following image.

Note: The dashboard that is currently displayed is greyed out and cannot be selected.

Types of Panels

There are two types of panels that are displayed on Dashboard page:

Internal – those that are general inside the application (they need to have 'Is Local'parameter set to 'True' in Administration);

External – those that are general by WebFOCUS (they need to have 'Is Local' parameterto be set to 'False' in Administration)

As the default, OPMC Remediation is shipped with two internal panels displayed on theHome (Dashboard) page: Activity Stream and Activity Today.

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Dashboard Pages

In the Activity Stream, all transitions, reassignments, comments for all cases in the systemare displayed:

All activities are sorted by time: most recent first. For each event, the issue ID and description,who initiated the event, when initiated, and any comments, are displayed. The user may godirectly to the Issue page by clicking on a hyperlinked Issue name and ID.



Activity Today displays a summary of all daily events and issues to which the user hasaccess.

Note: Only the activities of domains to which a user has access are displayed in the panels.

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Omni-Patient™ Management Central Remediation User's Guide ...iwayinfocenter.informationbuilders.com/pdfs_omni/opmc_remediatio… · the corresponding WSO2 Identity Server (WSO2