Design Challenge
The purpose of this screen is to allow a Solution Admin to configure one or more form list views. A form list view will have a Name property and will contain all the forms defined in the associated form query. What the Solution Admin needs is a way to arrange the forms in a list for use by the healthcare staff take are relative to their department or function. The forms list view can have categories and sub-categories (folders), and Packets (which are just a grouping of forms that are always used together) in a specific order.
The following was the legacy application interface. This image was provided by the product manger and explains some of the existing screen componentry. Figure 2 shows an example of the end result is that the healthcare staff will see after a forms view list is created and published to use for selecting form(s) to add to an encounter record.
My Solution
Project Date: 4-19-2023
Requirements Form List Views: Create, Add, Edit, Delete with Subcategories
- Ability to create, edit or remove a list?
- Yes, user can drag forms to any tile on the right and drop it – without confirmation, order of forms is same order a library.
- Library setup should follow a tasking logic for the user: Group files according to the common grouping in the industry. This will reduce the need for reorganizing forms in the list.
- User must select a department before creating a list. Requires error prompt to select first. I did not build the list creation modal. Add list would require user to add a title for the list and a description text area input. Possibly inline editing here, would confirm inline edits with dev teams. Save, creates list. User starts adding forms from the left.
- Add New packet(workflow), remove, edit… goes to workflow diagram.
- Infotip opens form editor overlay or navigates to WYSIWYG with form loaded – either read only – or read write depending on role permissions.
- Presets based on Tags.
- The database tags the groupings in the library as packets, files, folders – just like an operating system.
- Preset in configuration either the user setups the departments or software creators preset. Departments, categories fall under departments. Library grid features:
- Order the files inside of the packets and categories.
- There are two views tiles and table view.