Creating/Changing Display Variants in Planning Grid
A display variant in the planning grid is an individual configuration of the planning grid. The system administration or the user can use a display variant to define the presentation mode of a planning grid:
You should note that the following OU parameters are not taken into account when the planning grid is called with a display variant, as the settings are made in the display variant.
You can create display variants directly in the planning grid or as the layout of a view in the
Appointment Planning view type.
In the menu of the planning grid, choose.
You access the
Planning Grid Display Variantsdialog box and receive an overview of the existing display variants.
Create) to define a new display variant. Select a display variant and choose (
Change) to edit an existing display variant.
If you create a display variant for the Appointment Planning view type, create a new layout using (
You access the
Create Display Variantsdialog box.
Enter the name of the display variant and select a presentation mode, with which you determine how the time grid of the planning grid should be structured and which objects (e.g. organizational units) should be available as tab pages or within tab pages as columns.
If you select the presentation mode
Organizational Unit(OU), the planning grid will display OUs as tab pages. There are columns for each tab page. These columns then contain the planning objects (e.g. a specific physician).
You access the dialog box for creating the display variant.
The display variant consists of the following levels:End of the example.
On the first level you define the properties of the tab pages.
The second level represents the date within a tab page (except with a date-oriented display).
At the lowest level you define the columns of a tab page.
For date-oriented display variants you define properties at all three levels. For other display variants (OU or planning object) you must only define the first and third levels. You formulate the date for the second level when defining the first level.End of the note.
Depending on the presentation mode select the OUs or planning objects which should be displayed as tab pages in this display variant of the planning grid. To create a new tab page, choose
With a date-oriented display, you enter the number of days to be displayed in the
Tab Pageinput area. In the
Groupinginput area (which need only be filled for date-oriented display) you define the OUs to be displayed.
You specify which weekday should appear first in the time grid of the planning grid (e.g. Monday) and which weekdays should be displayed in general (e.g. only Wednesdays and Fridays).
You select the
Datepresentation mode. In this display variant, the system should display the planning grid with 4 days, Monday to Thursday for the
ECGOU. The display variant should display 2 treatment rooms (planning objects) in the ECG department.End of the example.
Select the tab pages and then choose (
The system displays the available OUs or planning objects (depending on the selected presentation mode) in the
Columns Forinput area.
Activate the desired OU or the desired planning object by clicking the (
-) icon. The system identifies the activated objects with the (
If you activate both the
Days with Planning Authorityand the
Days with Time Slotsfields, the system will then display the planning object concerned, if the day to be displayed has either a free appointment or planning authority for the planning OU.
If you activate the
Plan Releases n Colored(plan releases not colored) field, the system will not display the appointments for a release plan in the planning grid and in the
Surgeriesview type of the clinical work station on a colored background.
Check) to check the display variant before saving.
If required data, such as columns for tab pages, is missing, the system will display relevant messages.
Save the display variant.
You return to the
Planning Grid Display Variantsdialog box.
Assignmentsto assign the display variants to
call modes(e.g. Appointment Planning for an Initial Visit). With this assignment, you can assign several display variants to one user.
The system displays the
Assignments Display Variantsdialog box. In the
Display Variants Assignmentdialog box you will see an overview of the display variant assignments.
You can also change or delete assignments.
You can change, or delete assignments, or create new assignments. You access assignment entry in the
Display Variant Assignmentdialog box. When you enter an assignment you can also assign the display variant to a specific call mode
Appointment Planning for an Initial Visit.
Save the entered assignment.
You have created a display variant for the planning grid and assigned this to users, roles, planning OUs and call modes.
User parameters for the display variants are available for the users. See Planning Grid User Parameters