Review Lists

This Review List Module allows the user to create a list of items to review based on a search. The user may add batches or requisitions to the list for review, then modify the status of each batch individually as they are reviewed. 

The status of the Review List will be either In Process or Completed. An In Process status will be displayed as long as there exists at least one item in the list with an individual status of Pending or Discrepant. Once all items in the list have a status of Completed, the Review List can be selected from the manager and Completed. The list status will automatically be returned to In Process if items or unresolved discrepancies are added.

Users must have permission to access this module.

The Review List properties are specified when the list is created. It can also be accessed from the File menu of the Review List Editor. It contains the following list properties:

• Created by - This field is uneditable and populated automatically with the user ID of the user creating the list.
• Date Created - This field is uneditable and populated automatically with the date and time the list was created.
• Study ID - This is not a required field. Users may select the "..." button to the right of the field to select the Study ID from a code list.
• Subject ID - This is not a required field.
• Notes - This text field is not required.

To save the properties and continue, select  the OK button. To exit the dialog without saving the properties, select Cancel. This list cannot be saved if the Subject ID and Study match an existing Review List.

Item Status

There are three possible status options for an item in a Review List. They are:

• Pending - This is the default status of all items initially. It can be changed to Completed if there are no discrepancies.
• Completed - This status signifies that the item has been reviewed. It must changed back to Pending in order to add a discrepancy to the item.
• Discrepant - This status is automatically assigned if a discrepancy is added. Once all discrepancies are resolved, it will automatically change to Pending.

To Change the Status of an Item:

1. Select the row(s) to change.
2. Choose a value from the code list associated with the column or use Mass Change to alter multiple rows.

Create a Review List

To Create a New Review List:

1. Select the New button from the right side of the Review List Manager. The Review List Properties dialog will open.
2. Specify the properties, then select OK. The Review List Editor will open.

View a Review List

To View an Existing Review List:

1. Select the list to be viewed from the manager table.
2. Press the View button on the right side of the manager. The list will open in View Mode.

Edit a Review List

To Edit an Existing Review List:

1. Select the list to be edited from the manager table.
2. Press the Edit button on the right side of the manager. The list will open in Edit Mode.

Editing Review List Items

To add an item to a Review List:

1. Select the Add Rows button from the toolbar or from the Edit menu in the Review List Editor.
2. Manually input Item ID and Review Item Status.

Alternately:

1. Select the Add Items button from the toolbar or from the Edit menu in the Review List Editor. The Add Items dialog will open.
2. Input search criteria, either using the default criteria or selecting from the dropdown menu. This dialog behaves in the same way that the Standard Search dialog does.
3. Select OK to add the items to the list or Cancel to exit the dialog without adding the items. 

To remove an item from a Review List:

Items can only be deleted from a Review List if their status is Pending.

1. Select the item(s) to be removed.
2. From the toolbar or the Edit menu dropdown, select Delete Row.
3. Press the Yes button to confirm the delete row or No to cancel and exit the dialog without deleting the row.

To view items in a Review List:

1. Select the item(s) to be viewed.
2. Select the View Selected Items button, from either the toolbar or the Edit menu. The item(s) will open in View Mode. If multiple items are selected they will open in separate windows.

Delete a Review List

To Delete a Review List:

A Review List may only be deleted if all items in the list have a status of Pending and there are no unresolved discrepancies.

1. Select the list to be deleted from the manager table.
2. Press the Delete button on the right side of the manager. The Confirm dialog will open.
3. Select Yes to confirm the request and delete the list. Alternately, select the Cancel button or the red "X" in the upper right corner of the dialog to cancel the request and exit the dialog without deleting the list.

Complete a Review List

To Complete a Review List:

A Review List can only be completed if all items in the list have a status of Completed and there are no unresolved discrepancies.

1. Select the list to be completed from the manager table.
2. Press the Complete button on the right side of the manager. This will change the status of the Review List to Completed. Users may need to refresh the screen before the new status will be visible.

Review List Discrepancies

To add a discrepancy in a Review List:

1. Select the items which are to have a discrepancy added.
2. From the Tools menu, select the Add Discrepancy button. The Add Discrepancy dialog will open.
3. Fill in the information in the dialog:
   
   • Discrepancy - This field is required. Users must select a value from the code list.
   • Notes - This text field is not required.
4. Press OK to add the discrepancy or Cancel to exit the dialog without adding the discrepancy.

To edit a discrepancy in a Review List:

1. Select the items which are to have a discrepancy edited.
2. From the Tools menu, select the Edit Discrepancy button. The Edit Discrepancy dialog will open.
3. Fill in the information in the dialog using the code lists, date widgets and text fields associated with each field:
   • Discrepancy Status
   • Authorized by
   • Approved Date
   • Resolved by
   • Resolved Date
   • Performed by - This field is required.
   • Suggestion Date
   • Discrepancy
   • Resolution
   • Suggestion
   • Notes
4. Press OK to save changes to the discrepancy or Cancel to exit the dialog without altering the discrepancy.

To resolve a discrepancy in a Review List:

1. Select the items which are to have a discrepancy resolved.
2. From the Tools menu, select the Resolve Discrepancy button. The Resolve Discrepancy dialog will open.
3. Fill in the information in the dialog using the code lists, date widgets and text fields associated with each field:
   • Authorized by
   • Approved Date
   • Resolved by - This field is uneditable and is populated with the username is the user who is resolving the discrepancy.
   • Resolved Date
   • Performed by - This field is required.
   • Suggestion Date
   • Discrepancy
   • Resolution
   • Suggestion
   • Notes
4. Press OK to resolve the discrepancy or Cancel to exit the dialog without resolving the discrepancy.

Alternately, the discrepancy may be resolved from the Edit Discrepancy dialog by changing the Discrepancy Status to Resolved.