Procedure documentationChanging Planning Authority

 

The day program planning authority determines on which days and within which time periods a planning organizational unit (OU) can plan appointments. You can override the day program planning authority (planning object) for individual days. For a resource (e.g. operating room or OU) you control the times of specific days within which a planning organizational unit (OU) can schedule appointments.

See Day-Based Planning Authority

Prerequisites

System administration provides the function for changing the planning authority in the corresponding views of the Surgeries view type in the clinical work station.

Note Note

You can restrict the access to the planning authority, by only using the Planning Authority (Planning Authority) function in the function variants of those views of the Surgeries view type, which you make available to the appointment coordinators. There is no authorization object for the day-based planning authority.

End of the note.

Procedure

  1. You call the function to change of the planning authority from the Surgeries view type or from the Appointment Planning view type of the clinical work station or from the planning grid.

    In the planning grid, you access the function to change the planning authority from the menu by choosing Start of the navigation path Goto Next navigation step Planning Authority End of the navigation path. In the Surgeries view type you can select several days or planning objects (e.g. surgery rooms) and then choose Time Slot (Time Slot). The Change Planning Authority dialog box appears.

  2. The left-hand screen area displays the planned organizational units (OUs) to which the corresponding planning objects are assigned.

    If you wish to edit the planning authority of a specific treatment OU, you select this by clicking the row of the relevant OU in the left-hand screen area. The system flags the selected OUs with - (-).

    Note Note

    This function is available to you if you have activated the business function Clinical System Situation-Based Clinical Documentation (ISHMED_SCD).

    End of the note.

    You use the calendar as a navigational aid. To do this, select the desired day or the desired period in the calendar. The list of planning authorities represents the planning authorities for the selected treatment OUs and the selected period. The planning authority for a planning object is transferred from the planning object’s master data.

    Note Note

    You can use a wildcard entry (*) to grant all organizational units (OUs) planning authority for a specific planning object for a specific time period of a day program, with one single entry.

    Note that excessive use of the wildcard entry can adversely affect the performance when the planning grid is called. This is particularly relevant if you have not defined display variants for the planning grid. In such a case, the system calls the planning grid with the standard variant which contains all the planning objects in which the planning OU has planning authority.

    End of the note.

  3. You change the planning authority for a planning object and a day by using the hotspots in the columns Replace Planning Authorityor Activate/Deactivate Planning Authority:

    • Replace/Additional Time Window (Replace/Additional Time Window) indicates that the planning authority from the planning object’s master data is valid for the planning object. You can enter new values for the Planning OU or for the From and To times by choosing the hotspot.

    • Deactivate Planning Authority (Deactivate Planning Authority) indicates that the planning authority from the planning object's master data is valid for the planning object. You can deactivate planning authority for this planning object and day by selecting this hotspot.

    • Actviate Planning Authority (Actviate Planning Authority) indicates that the planning authority from the planning object's master data has been deactivated for the planning object. You can activate planning authority for this planning object and day by choosing this hotspot.

    • Remove Planning Authority (Remove Planning Authority) indicates that the planning authority has been changed for the planning object. You can reset the planning authority to the master data from the planning object by choosing the hotspot.

    • Insert Planning Authority (Insert Planning Authority) indicates that the planning authority has been changed for the planning object. You can insert an additional row for entering a planning authority for this planning object and day by choosing the hotspot.

  4. Save your entries.