Creating a DCF for a Hand-Selected Group of Discrepancies

You can create a DCF for discrepancies that you hand-select by using the Group Function from the Maintain Discrepancy Database window, in multi-record view. See Using Data Clarification Forms for information on DCFs and how to create them by using selection criteria.

Note:

A DCF can contain discrepancies associated with only one patient. Selecting discrepancy records for more than one patient causes the system to create multiple DCFs.

Caution:

The Create DCF Group Function saves the new DCF(s) to the database directly when you perform step 6 of the following instructions — not when you save your changes in the Maintain Discrepancy Database window as with other Group Functions.

1. Select the discrepancy records upon which to base the DCFs (See Selecting a Group of Records to Change).

2. Click the Group Function button located in the upper right corner of the Maintain Discrepancy Database window.

3. Click the Create DCFs radio button.

4. Click OK. The system verifies that you have the database privileges necessary to create DCFs, and that the selected records are not currently active on any existing DCFs. If appropriate, the Create DCF dialog box opens.

5. Enter values into the five fields. Except for the Description field, each field has an accompanying list of values:

   1. In the Owning User field, enter or select the person responsible for the DCFs. The system defaults to the current user.

   2. Write a description in the Description field. The system places this text in the Description field of the new DCF for the selected records.

   3. In the Non-Distribution Status field, select Passive Review or another status. Discrepancies with the status you choose here are included in the DCF but do not appear in the printed report.

   4. Choose a standard header text value from the list of values.

   5. Choose a standard footer text value from the list of values.

      Caution:

      When you perform the next step —Step 6 — the system saves the new DCF records to the database.

6. Click OK (or click Cancel to halt the group change). The system creates one new DCF for each patient whose discrepancies you selected.

   The system displays the number of created DCFs in a message box when it finishes processing the change.

7. The new DCF is now listed in the Maintain Discrepancy Database window for each discrepancy. You can also see the new DCF in the Maintain Data Clarification Forms window (see Using Data Clarification Forms).