Customise your worklists

Choose columns and filters for your worklist.

  1. Click Worklists.
  2. Select a trust.

    3. The dashboard opens.

  3. Click a dial to open a worklist.

Note:

Dials are greyed out when there are no events in that worklist. You cannot open an empty worklist.

  1. Click Edit Columns.

  2. Deselect the tickbox next to a column name to remove it.
  3. Select the tickbox next to a column name to add it.

    4. You may select up to ten columns.

  4. Click Close Edit.

    5. The selected columns will be displayed in the worklist.

Note:

Your column selection will apply to all your vetting worklists. You can select different columns for the Search screen.

  1. Click Edit Columns.

  2. Click the left or right arrows   on a column header to move it.
  3. Click Close Edit.

    4. This column order will remain in place until you change it.

Note:

Your column selection will apply to all your vetting worklists. You can select different columns for the Search screen.

Filter by date range

  1. Click the calendar in the Date column. If you do not have a Date column, see Add or remove worklist columns

  2. Enter From and To dates.
  3. Click Filter Date. The worklist will be filtered to only display events from within the selected date range.

    4. To remove the filter, click the X above the Date column.

Filter by today's date

  1. Click the calendar in the Date column. If you do not have a Date column, see Add or remove worklist columns

  2. Click Today?
  3. Click Filter Date. The worklist will be filtered to only display events that were added to the list today.

    4. To remove the filter, click the X above the Date column.

Filter by selected columns

  1. Click column headers to select the column(s) you want to filter.
  2. Enter text in the Search field. The worklist will be filtered to only display events containing that text.

    3. To remove the filter, delete your search text.

Note:

Worklists filters are intended to be temporary. Ask your administrator about creating a new worklist if you require a permanent filter.

Sort by major threshold breaches

    Click major threshold in the sorting group.

Sort by minor threshold breaches

    Click minor threshold in the sorting group.

Sort by urgency

  • To sort by reporting urgency, click the urgent flag in the sorting group.
  • To sort by event urgency:
    1. Add the urgency column to your worklist.
    2. Click sort to the right of the column header.
    3. Click sort again to reverse the order.

Sort by column headers

  1. Click sort to the right of a column header.
  2. Click sort again to reverse the order.

Note:

Sorting helps you to prioritise work. Vetting will open events in the order you arrange them, when the Next toggle is switched on.

Switch the Next button on to automatically open the next event once you save (finish) the current one, without returning to the vetting list.

You can choose up to ten of the following columns:

ACCESSION Exam's accession number.
AGE Age of the patient.
ALERTS Pinned first column showing alerts. See Icon glossary
CLAIMED BY This event is part of another clinician's workflow.
CODE Examination code.
Cris NO Patient's Cris number (for your selected trust / site).
DATE Date the exam was created in Cris.
BORN Patient's date of birth.
DESCRIPTION Examination description.
GENDER Patient's gender.
GROUPS Resource group(s) the event is assigned to for reporting.
HOSPITAL NO Patient's hospital number (for your selected trust / site).
MODALITY Modality of the examination.
MRN Patient's Medical Record Number.
NAME Patient's forename and surname.
NHS NO Patient's NHS number.
PATIENT TYPE Patient type e.g. A & E Attender.
PATIENT CLASS Patient class (NIMIS) e.g. Private patient.
PRACTITIONER Clinician the event is assigned to for vetting.
REF LOCN Location the request originated from.
REQUEST CAT Request category (NHS) e.g. NHS patient.
ROOM Room where the examination will take place.
SITE Site where the examination will take place.
SPECIALITY Referring clinician's specialty.
STATUS Status of the request e.g. Order, Appointment.
TRUST Trust where the examination will take place.
URGENCY Urgency code of the event (1-9).
VETTING STATUS Current vetting status e.g. Awaiting, Completed, On Hold, Rejected.