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User preferences

Description

From http://www.openvpms.org/project/user-preferences

This project will provide support for user preferences.

Initially it will:

  • enable the Home Page to be specified on a per-user basis. This is the screen that is displayed when the user logs in

  • enable the scheduling, worklist and patient history display preferences to be specified

  • store the My Recent customers and patients, between sessions

User preferences will be accessed by a 'gear' icon, located on the top-right of the screen.

Home Page

The User Preferences screen will provide a list of pages that may be set as the Home Page. These are:

  • Customers - Information

  • Customers - Documents

  • Customers - Estimates

  • Customers - Charges

  • Customers - Payments

  • Customers - Account

  • Customers - Notes & Alerts

  • Patients - Information

  • Patients - Medical Records

  • Suppliers - Information

  • Suppliers - Documents

  • Suppliers - Orders

  • Suppliers - Deliveries

  • Suppliers - Charges

  • Suppliers - Payments

  • Suppliers - Account

  • Workflow - Scheduling

  • Workflow - Work Lists

  • Workflow - Messaging

  • Workflow - Investigations

  • Products - Information

  • Products - Stock Management

  • Reporting - Till Balancing

  • Reporting - Deposits

  • Reporting - Debtors

  • Reporting - Work In Progress

  • Reporting - Reminders

  • Reporting - Reports

Charges and Estimates

Preferences may be set for charges and estimates:

  • Show Templates - determines if the Items table should include a Template column, indicating the template a product came from

  • Show Product Types - determines if the Items table should include a Product Type, indicating the type of a product

For charges:

  • Show Batches - determines if the Items table should include a Batch column, indicating the batch of a product

Scheduling Display

Preferences may be set for Workflow - Scheduling:

  • View - the view to display. If unset, defaults to the Practice Location default

  • Schedule - the schedule to display, or All, to display all schedules in the View

  • Clinician - the clinician to select. Defaults to All

  • Highlight - one of Event Type, Clinician or Status. If unset, defaults to the Highlight specified by the View

  • Time - the time range to display. One of All, Now (AM/PM) or Now (Morning/Afternoon/Evening)

Work List Display

Preferences may be set for Workflow - Work Lists:

  • View - the view to display. If unset, defaults to the Practice Location default

  • Work List - the work list to display, or All, to display all work lists in the View

  • Clinician - the clinician to select. Defaults to All

  • Highlight - one of Event Type, Clinician or Status. If unset, defaults to the Highlight specified by the View

  • Status - the status of Tasks to display. One of All, Incomplete or Complete. If unset, it defaults to Incomplete

Patient History Display

Preferences may be set for Patients - Medical Records - Summary:

  • Show Clinician - determines if the clinician is shown in history items

  • Show Charges - determines if charge items are shown in patient history

  • Sort Order - determines if items within visits are sorted on ascending or descending time

Migration

The following Practice configuration options need to be migrated to user preferences:

  • Show Clinician In History Items

  • Medical Records Sort Order

  • Show Batch During Charging

  • Show Template During Charging

  • Show Product Type During Charging

Environment

Status

Assignee

Tim Anderson

Reporter

Tim Anderson

Components

Fix versions

Priority

Major