Setting up the ePCR - Workflows

Setting up the ePCR - Workflows

Purpose

  1. To demonstrate how to set up an ePCR workflow
  2. To answer frequently asked questions regarding workflows
*** NOTE ***  For a quick reference on transferring Field Management Required Button to a Workflow, Click this article. 

Video


Directions

1. Navigate to Incident Documentation -> EMS Setup -> Workflows.






2. To add a new workflow, click on add.


To add a new workflow, click on add.



3. Choose an ePCR field code to assign a workflow.


Choose an ePCR field code to assign a workflow.



4. Select a workflow type to assign to the Field Code.


Info
The available workflow types are:
1) Hide workflow: Field will be hidden inside the ePCR when conditional rules are satisfied.
2) Default Value: Allows assignment of default values to fields based off conditional logic.
3) Error Validation: Custom validation workflow to require a field based off a custom conditional logic. Will flag red, provider cannot complete report without satisfying.
4) Warning Validation: Custom validation workflow to recommend a field based on conditional logic. Will flag yellow. Provider can complete report despite yellow flag.

Select a workflow type to assign to the Field Code



5. Click on Add.


Click on Add.



6. Provide a Description for reference within the workflow menu. Provide a Validation Message which will be visible to providers completing the ePCR.


Provide a Description for reference within the workflow menu. Provide a Validation Message which will be visible to providers completing the ePCR.



7. Click on Add Condition to assign a single rule to the field code. Click Add Group to assign multiple rules to the field code.


Click on Add Condition to assign a single rule to the field code. Click Add Group to assign a rule to the field code.



8. Within "Add Group" click on Add Condition for each linked condition desired.





9. Specify the relationship between conditions as and/or.






10. Define the conditional rules for the associated field code.


Define the condition rules for the associated field code.



11. Click on Save.


Click on Save.



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