Design and build reporting worklists

System Administration allows you to create worklists which can be used by both the Reporting and Vetting applications. You can share worklists between multiple trusts within a consortium.

1. Design your worklists

To get started, make a list of worklists (for reporting, vetting, or both), and the filters needed to build them. You can specify, for example:

  • Location of event: referring department, performing site or trust.
  • Type of event: modality, urgency, patient type.
  • Assigned clinician: practitioner for vetting, intended clinician for reporting.

2. Create filters

System Administration comes with a set of filters that can be combined to meet most worklist requirements.

You can also create your own filters. See Manage reporting filters.

3. Create worklists

Combine filters to create your worklists. See Manage reporting worklists.

4. Assign reporting worklists

Assign selected worklists to selected users. See Assign reporting worklists.

5. Create actions

Apply automatic actions to selected worklists. See Reporting worklist actions.