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Procedure documentationCreating/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:

Caution Caution

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.

  • N1PTTAGE

  • N1PTMODE

  • N1PTRNO

See OU Parameter Time-Based Planning – Planning Grid

End of the caution.

Procedure

You can create display variants directly in the planning grid or as the layout of a view in the Appointment Planning view type.

  1. In the menu of the planning grid, choose   Settings  Variants  Create/Change  .

    You access the Planning Grid Display Variants dialog box and receive an overview of the existing display variants.

  2. Choose Create (Create) to define a new display variant. Select a display variant and choose Change (Change) to edit an existing display variant.

    If you create a display variant for the Appointment Planning view type, create a new layout using Create (Create).

    You access the Create Display Variants dialog box.

  3. 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.

    Example Example

    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.

    Note Note

    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.
  4. 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 - Tab Page (-).

    With a date-oriented display, you enter the number of days to be displayed in the Tab Page input area. In the Grouping input 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).

    Example Example

    You select the Date presentation mode. In this display variant, the system should display the planning grid with 4 days, Monday to Thursday for the ECG OU. The display variant should display 2 treatment rooms (planning objects) in the ECG department.

    End of the example.
  5. Select the tab pages and then choose Display Columns (Display Columns).

    The system displays the available OUs or planning objects (depending on the selected presentation mode) in the Columns For input area.

  6. Activate the desired OU or the desired planning object by clicking the - (-) icon. The system identifies the activated objects with the - (-) icon.

    If you activate both the Days with Planning Authority and the Days with Time Slots fields, 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 Surgeries view type of the clinical work station on a colored background.

  7. Choose Check (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.

  8. Save the display variant.

    You return to the Planning Grid Display Variants dialog box.

  9. Choose Assignments to assign the display variants to users, roles, planning OUs or 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 Variants dialog box. In the Display Variants Assignment dialog box you will see an overview of the display variant assignments.

    You can also change or delete assignments.

  10. You can change, or delete assignments, or create new assignments. You access assignment entry in the Display Variant Assignment dialog box. When you enter an assignment you can also assign the display variant to a specific call mode Appointment Planning for an Initial Visit.

  11. Save the entered assignment.

  12. Choose Exit (Exit).

Result

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

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