Home > EMResource > Status Types > Create a Status Type

Create a Status Type

Table of contents

Authorized users create and maintain status types. This includes indicating the format of the type, such as a date, number, or text. You can also set up a status type to provide multiple options from which the user can choose.

Note the following about status types:

  • The Type column in the settings table indicates the type(s) for which this attribute is appropriate.

  • The Trace User option appears in status type pages only when the related option is selected in the region's profile page.

  • If you grant an update right, you must also select the equivalent view right.

To create a status type
  1. From any page, open the Setup menu in the main navigation bar and click Status Types. The Status Type List opens.

  2. Click Create New Status Type. The Select Status Type page opens.

  3. Select the type (Select Type).

  • Number

  • Multi (multiple options)

  • Text

  • Saturation Score

  • NEDOCS Calculation

  • Date

  1. Click Next. The Create Status (type) Status Type page opens.

  2. Specify the settings for this status type, as outlined in the following table:

Setting

Description

Type

Name

Name of the status type (required)

All

Standard Status Type

Standard language for this status type, such as types based on HAvBED categories or related to a specific service, such as dialysis (read only)

Number, Multi, Text

Description

Description of the status type (required)

All

Active

When selected, indicates this status type is active and available for use; default value is selected (active)

All

Event Only

When selected, the type is available for events only

Note: If a resource is not going to collect information and report on this status type on a daily basis, set it up as event only by selecting this check box.

All

Status Type Visibility

Indicates the type is potentially visible to users in other regions, is visible to this region's users based on the user's role, or is private; if you make it visible to users in other regions, all roles automatically have view rights and you cannot change these settings

All

Section

Indicates the status type section in which this type appears within the resource's details page (required); a status type can appear in only one section

All

Resource Detail View

Select to show this status type in the resource's details view

All

When updating the status, comments are

Optional, mandatory, or unavailable when updating the status

Number, Text, Saturation Score, NEDOCS Calculation, Date

Reset Value

Upon expiration, the system resets the status type or retains the value

Number, Text, Saturation Score, NEDOCS Calculation, Date

Reset Comment

System resets the status comment at each update or retains the comment between updates

All

Trace User

When selected, requires user to enter their name and password to change the status; this option appears in status type pages only when the related option is selected in the region's profile page

All

Exempt from Must Update

User is not required to update this status, even when the user has the Status - User must update overdue status right

All

User must update status daily for

Status expires at teh indicated time(s) on a daily basis (24-hour format)

All

Status Update Frequency

Status expires whenever the status changes or at the indicated interval (days / hours / minutes)

Number, Text, Saturation Score, NEDOCS Calculation, Date

Update Grace Period

Period of time considered to be out of the expiration range (minutes); required, default value is zero)

All

Status Reason

Reasons from which the user can or must choose when changing this status

Multi

Timer Type

Enables the display of a counter (down or up) to status expiration in the application window

All

Reset Timer

System resets the expiration timer when the status changes or when there is an update to the status

Number, Text, Date

Required

When selected, a blank value is not allowed for this status

Text, Date

Valid values for this status type

Any entered value is accepted or indicate the valid value range

Number, Date

Display Summary Totals

When selected, a Summary row appears in views at the bottom of the associated resource type section. A total is shown in this row for all status types with the type Number for which this setting has been enabled. Other status types and other Number status types that do not have this setting enabled show N/A in the Summary row.

Number

Color Status

Color codes the value based on where it falls in the specified ranges

Number, Saturation Score, NEDOCS Calculation

Display NEDOCS labels

When selected, displays the predefined descriptive label next to the calculated score in the Update Status page, regional views, and maps; clearing this check box removes all labels from the view

NEDOCS Calculation

  1. Select the roles that have view rights to this status type (Roles with view rights).

Tip: If you made the status type visible to users in other regions (Status Type Visibility), all roles in Roles with view rights are automatically selected and you cannot change these settings.

  1. Select the roles that have update rights for this status type (Roles with update rights).

  2. Select one or more Resource Types.

  3. Click Save. The Status Type List re-opens showing your new status type, or if you are creating a new Multi status, the Status List for (status type) page opens so that you can create the associated statuses.

You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.