Workflow enhancements

Advanced search criteria & results changes

The Advanced Search area now includes the option to search on a person’s ‘gender’ and their ‘sex’. 

The results data items have also been updated to be more reflective of the search criteria:

Search criteria prior to v2023.2 Search criteria from v2023.2
Forename Forename
Middle Name Middle Name
Surname Surname
Sex Sex
Identifier Gender (NEW)
Date of Birth Identifier
Postcode Date of Birth
  Postcode
Results prior to v2023.2 Results from v2023.2:
Name Name
Date of Birth Date of Birth
City/Town (REMOVED) Sex (NEW)
Identifier  Gender (NEW)
  Postcode (NEW)
  Identifier

On the results screen, users may also notice that where data has not been entered for items, this has been displayed as ‘Missing’

Activity action buttons

When navigating to an open activity, Users may notice that the action buttons have changed order. These have been reordered to better reflect a user’s workflow in order to improve usability.

The ordering now reads (from left to right):

  • Fill unanswered questions

    • Most recent answers from all centres of care
    • Most recent answers from this centre of care
    • default nulls
    • default answers
  • Move
  • Export

  • Close activity

    • Close and open new (empty)
    • Close and open new (Copy Forward) 
  • Delete

Broadcast message redesign

Within v2023.2 we have made further improvements to the Broadcast Message screen. Within this version, we have changed the shape of the white background for the text. This allows for a greater reading area on the screen which will enable Admin Users to fully utilise the different formatting features available. 

URL links within this screen will also open within a new browser tab rather than navigating away from Care Partner.