| Standard Order Category: | Category 3 |
| Who should fulfill this SO? | SO Analyst as point of contact/lead, EMR SA for execution |
| Requires CIS involvement? | Yes |
| Link to the SO request form: | N/A - Request from not required |
Reminder to please follow the Standard Order Guidelines on top of the specific instructions outlined below
Background
Prerequisite: Approval from Clinical Informatics
Prerequisite: Forward SO to EMR SA
Fulfillment Instructions
Resource File(s)
Background
Database Reporting Tool (DRT) is a system of files and processes used to schedule SQLs for production-use. These SQLs are being used to create extracts and reports internally or for external parties (like clinics or individuals).
When an user no longer requires to receive a scheduled report the SA team will need to remove the report from DRT.
Prerequisite: Approval from Clinical Informatics
Clinical Informatics approval is required. Once the requester has completed the SO request form and the main SO JIRA has been created:
- Set the JIRA status to Waiting for Approval
- Attach the SO Request Form to the JIRA
- Create a subtask for SO040 CIS Approval for EMR-XXXXX, where EMR-XXXXX is the JIRA ID. Assign it based on the CIS based on the Clinical Informatics Specialist (CIS) - Matrix
Prerequisite: Forward SO to EMR SA
Upon CIS approval proceed as following:
Create a subtask for SO040 Implementation for EMR-XXXXX, where EMR-XXXXX is the JIRA ID and leave it unassigned. 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.
Send an email to PCCEMRSystemAdministrator@vch.ca by copying and pasting the below to an email, and replacing EMR-##### with the JIRA ID:
Email Subject: SO Request: SO040 (EMR-#####)
Email Body:
Hello <EMR SA>,
Please complete the following approved SO, refer to the JIRA for details. Reminder to do the following:
- Complete this SO by following this Zendesk article: https://imitspccs.zendesk.com/hc/en-us/articles/49875403340308-SO040-Decommission-DRT-Report
- Save any related files to the SO work item folder
- Update the reports and extracts diagram when the report is removed
- Resolve the implementation sub-task JIRA when its completed
- Notify the BA, so they can Send out the SO Completed email, resolve the main Jira and inform the requestor
Thanks
Fulfillment Instructions
Steps for EMR SA
To remove the report follow the below steps for refer to the Database Reporting Tool (DRT) Zendesk article.
- Find the folder corresponds to the folder name in sysconfig, make sure the path matches folder location in sysconfig too
- Copy and paste the folder under the workitem's ROLLBACK or BACKUP folder (create one if not present) with the filename "EMRxxxx_FOLDERNAME_DATE" ('xxxx' corresponds to the workitem number, and replace 'DATE' with YYYYMMDD)
- Delete the folder from server if specified in sysconfig
- Create a subtask for <replace with SO Type ID> Implementation for EMR-XXXXX, where EMR-XXXXX is the JIRA ID. Assign it to the SA.
Steps for Analyst
Once the report has been removed and the SA has closed the sub-task Jira complete the following steps:
- Update the DRT Report List helpfile
- Resolve the Main SO Jira
- Send out the SO Completed email
- Notify the requestor