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Home > EMResource > Guide - Status Types > Create a Status Type


Authorized users create and maintain status types. This includes indicating the format of the type, such as a date, number, or text. You can also set up a status type to provide multiple options from which the user can choose.

Note the following about status types:

  • The Type column in the settings table indicates the type(s) for which this attribute is appropriate.

  • The Trace User option appears in status type pages only when the related option is selected in the region's profile page.

  • If you grant an update right, you must also select the equivalent view right.

  • Calculated status types cannot be manually updated. Instead, calculated status types are automatically recalculated in real time when any of the component status types are updated.
  • Calculated status types do not expire or have reset settings.

To create a status type

  1. From any page, open the Setup menu in the main navigation bar and click Status Types. The Status Type List opens.

  2. Click Create New Status Type. The Select Status Type page opens.

  3. Select the type (Select Type).

    • Number

    • Multi (multiple options)

    • Text

    • Saturation Score

    • NEDOCS Calculation

    • Date

    • Calculated
  4. Click Next. The Create Status (type) Status Type page opens.

  5. Specify the settings for this status type, as outlined in the following table:

    Setting

    Description

    Type

    Name

    Name of the status type (required)

    All

    Standard Status Type

    Standard language for this status type, such as types based on HAvBED categories or related to a specific service, such as dialysis (read only)

    Number, Multi, Text

    Description

    Description of the status type (required)

    All

    Formula

    Equation that identifies the components and component relationships of calculated status types.

    1. Click Lookup References. A window opens.
    2. In the field, type the name of a status or standard status type.
    3. Click Lookup. A list of types appears.
    4. Locate the type and, on that row, click Add. The type appears in the formula with its identification and the initial value. For example, st(12238,0).
    5. In the equation, type the arithmetic function of plus (+), minus (-), multiplication (*), or division (/) that you want to use to join the component types.
      Note: If you use division to simulate a percentage, you need to multiply the first status type by 100. For example, (st(116136,0)*100)/st(116246,0).
    6. Repeat steps 3 – 5 to complete the equation. For example, st(12238, 0)+st(12228, 0)+st(13345, 0).
    7. Click Validate. If written correctly, the components are identified below.
    Calculated

    Active

    When selected, indicates this status type is active and available for use; default value is selected (active)

    All

    Event Only

    When selected, the type is available for events only

    Note: If a resource is not going to collect information and report on this status type on a daily basis, set it up as event only by selecting this check box.

    All

    Status Type Visibility

    Indicates the type is potentially visible to users in other regions, is visible to this region's users based on the user's role, or is private; if you make it visible to users in other regions, all roles automatically have view rights and you cannot change these settings

    All

    Section

    Indicates the status type section in which this type appears within the resource's details page (required); a status type can appear in only one section

    All

    Resource Detail View

    Select to show this status type in the resource's details view

    All

    When updating the status, comments are

    Optional, mandatory, or unavailable when updating the status

    Number, Text, Saturation Score, NEDOCS Calculation, Date

    Reset Value

    Upon expiration, the system resets the status type or retains the value

    Number, Text, Saturation Score, NEDOCS Calculation, Date

    Reset Comment

    System resets the status comment at each update or retains the comment between updates

    All

    Trace User

    When selected, requires user to enter their name and password to change the status; this option appears in status type pages only when the related option is selected in the region's profile page

    All

    Exempt from Must Update

    User is not required to update this status, even when the user has the Status - User must update overdue status right

    All

    User must update status daily for

    Status expires at teh indicated time(s) on a daily basis (24-hour format)

    All

    Status Update Frequency

    Status expires whenever the status changes or at the indicated interval (days / hours / minutes)

    Number, Text, Saturation Score, NEDOCS Calculation, Date

    Update Grace Period

    Period of time considered to be out of the expiration range (minutes); required, default value is zero)

    All

    Status Reason

    Reasons from which the user can or must choose when changing this status

    Multi

    Timer Type

    Enables the display of a counter (down or up) to status expiration in the application window

    All

    Reset Timer

    System resets the expiration timer when the status changes or when there is an update to the status

    Number, Text, Date

    Required

    When selected, a blank value is not allowed for this status

    Text, Date

    Valid values for this status type

    Any entered value is accepted or indicate the valid value range

    Number, Date

    Display Summary Totals

    When selected, a Summary row appears in views at the bottom of the associated resource type section. A total is shown in this row for all status types with the type Number for which this setting has been enabled. Other status types and other Number status types that do not have this setting enabled show N/A in the Summary row.

    Number

    Color Status

    Color codes the value based on where it falls in the specified ranges

    Number, Saturation Score, NEDOCS Calculation

    Display NEDOCS labels

    When selected, displays the predefined descriptive label next to the calculated score in the Update Status page, regional views, and maps; clearing this check box removes all labels from the view

    NEDOCS Calculation

  6. Select the roles that have view rights to this status type (Roles with view rights).
    Tip: If you made the status type visible to users in other regions (Status Type Visibility), all roles in Roles with view rights are automatically selected and you cannot change these settings.

  7. Select the roles that have update rights for this status type (Roles with update rights).

  8. Select one or more Resource Types.

  9. Click Save. The Status Type List re-opens showing your new status type, or if you are creating a new Multi status, the Status List for (status type) page opens so that you can create the associated statuses.

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