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SO031 Export to Excel

  • Updated
Standard Order Category: Category 3
Who should fulfill this SO? SO Analyst
Requires CIS involvement? Yes
Link to the SO request form: See Reference File(s) section

Reminder to please follow the Standard Order Guidelines on top of the specific instructions outlined below.


Background
Prerequisite: Requester to Complete the SO Request Form
Prerequisite: Approval from DRAMO/Privacy (Clinical Informatics Assistance Required)
Fulfillment Instructions
Resource File(s)

Background

The Export to Excel role is used to support users who need the ability to export data from Live Stored Queries into Excel format. It is typically assigned to staff who review or analyze stored-query outputs but do not require permissions to build or modify queries.

Key Points:

  • This role does not allow users to create or edit stored queries.

  • It does allow users to run existing stored queries and export results to Excel.

  • Requests for this role must be submitted as a Standard Order with justification for access.

  • The SO must be reviewed and approved by CIS/DRAMO/Privacy, similar to QI processes, to ensure exported data is handled according to all health authority data security requirements (secure storage, transfer, etc.).

Prerequisite: Requester to Complete the SO Request Form

  1. Download the attached fillable PDF under the Resource File(s) section
  2. Send PDF to the requester
  3. After receiving the response, ensure that all fields in the PDF are completed before requesting for CIS approval. 

Prerequisite: Approval from DRAMO/Privacy (Clinical Informatics Assistance Required)

Privacy approval is required and Clinical Informatics help facilitate the conversation with them. Once the requester has completed the SO request form, copy and paste the below to an email, replace #VALUE# with the appropriate information, then ensure the PDF is attached to the email before sending:

Email Subject: For SO Approval: SO031 Export to Excel for #VALUE = requester name#

Email Body:

Hello CSSEs,

Can you please forward this request to gain the Export to Excel function to Privacy for approval? This was submitted by #VALUE = requester name# from POS #VALUE = POS code#? Please see attached form completed by the requester.

Thanks

After sending the email:

  • Set the JIRA status to Waiting for Approval
  • Create a subtask for SO031 CIS Approval for EMR-XXXXX, where XXXXX is the ID for this SO. Assign it to the person the email was sent to

Fulfillment Instructions

Create a subtask for SO031 Implementation for EMR-XXXXX, where EMR-XXXXX is the JIRA ID. Assign it to yourself. Note: do not create this subtask earlier while waiting for CIS Approval; create it only once CIS has approved. If this is not followed, this will report inaccurate metrics for the monthly performance reports.

  1. Sign into Profile EMR Production using an account with Sys Admin or Support Analyst permissions.

  2. Navigate to Organisation > People & Places.

  3. Search for the user by Code or Description in the Find field.

  4. Double-click the user account to open the profile window.

  5. Select Roles from the left-side navigation panel.

  6. Click Add Role and choose Export to Excel from the list. (Ensure it is not the top role)

  7. Navigate to the Notes section and add the following note: "Excel Export role added for POS XXX. See privacy approval in EMR-XXXX"

  8. Update tracker in Data Development Change Request Workflow (Stored Queries, Scheduled Reports, QI, Excel Export Role).

Reference File(s)

Note: this is not available in the community systems website like other Standard Order forms as we do not want to advertise this work to all users.