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Creating worklists using "All Analysts" filter

LIMS-plus allows users to create Worklists to make the assignment and re-assignment of requests a more efficient process. In addition to this, Worklists also allow the user to group analysis and samples together for the purpose of entering results from one screen, instead of having to open each individual case. The enhancement of adding an All filter to the Worklist parameters, and to the assignment of the Worklist itself allows further flexibility in this process. This lesson will illustrate the use of All in the selection criteria for filtering requests to go on a Worklist, and the impact of Assigning the Worklist to All, versus selecting individual analyst names. *Important note: Querying for "All" in the Assigned To filter option will ONLY display requests that are currently assigned to an analyst. On the other hand, querying for "Unassigned" in the Assigned To filter option will ONLY display requests that are currently unassigned.*

Main Menu / Analysis

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Click on the Analysis menu. Select the Create Worklist option from the list.

Create Worklist Parameters

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The Lab, Unit, Service and Assigned To fields must be selected to query for requests. Select All as the Assigned To analyst.

Available Requests

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The resulting list will show all available requests for analysis, based on the selection criteria, that are currently assigned to an analyst.

Create Worklist

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  1. In the Assign To field, the display will initially show the parameter chosen in the previous screen (in this example, we selected requests that were assigned to All).
  2. In the Available Requests for Analysis, highlight the appropriate request by left-clicking on it.
  3. Move the request down to the Requests for Assignment using the down arrow. To move all requests, use the double-down arrows. You may use the up arrow to remove the request from the worklist, or the double-up arrows to remove all requests.
  4. Click Create Worklist. A worklist report is automatically generated, and you will be required to select a Print Destination.

In this example, since All was selected in the parameters, the requests may be assigned to multiple users. If you leave All in the Assign To field, the application will not re-assign these requests. If you wish to re-assign the requests to a single user, select that user’s name in the Assign To field before creating the worklist.

Worklist Report

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When viewing the created Worklist, the Analyst field is blank. This is because in the creation of the Worklist, All was selected, so the individual requests did not get reassigned. Each of the individual requests are still assigned to their previous owners.

Re-Assigning Requests

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To re-assign requests to another analyst, Follow steps 1-4, but change the Assign To field to an analyst's name. Print the results.

Worklist Report

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The Analyst field shows Jason Aldean as the analyst assigned to this Worklist. Though these requests were previously assigned to other analysts, they have now been re-assigned to Jason Aldean because that is the Assign To analyst that was selected when creating the Worklist.

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