Edit study data

 

The edit action modifies study data based on some conditional event. For example, the action can automatically update the study state if a user scans in the procedure worksheets. To create edit actions, you must have Edit permissions assigned to your user account.

 

To set up an edit action, perform the following steps:

  1. Define and save a worklist filter identifying the studies that need to be edited.

  2. From the Worklist tab, select the Other Lists tab.

  3. Find the saved worklist filter from Step 1 in the table and click the button in the Edit column in that row. The edit action configuration page appears.

  4. Check the Enable box to enable edit actions for this filtered list.

  5. Check the Apply to Current Content box to apply the edit actions to existing studies on the list.

  6. Enter the maximum number of studies to process each cycle in Batch size. An empty batch size value disables the limit setting and all studies matching the filter criteria will be executed during the action cycle.

  7. Define the time the edit occurs. Select immediately to apply the edit(s) the first time actions run after the study matches the filter criteria. Select daily and a time to schedule them for a specific time of day.

  8. Define the edit commands. Refer to the coercion rules for details.

  9. Click Configure to apply the changes.

If a limit is defined, the system maintains a first-in-first-out queue. Studies that match the filter criteria at the time the action cycle occurs are appended to the end of the queue. Then the system applies the action to studies at the head of the queue. The action’s Batch Size setting defines the number of studies processed. The procedure repeats with each action cycle until the queue is empty.

 

Edit actions operate at the study level. The coercion rule is evaluated once and the result is assigned to each study object. Edits are recorded in compliance with the edit mode settings.