"Delete Sent Patients" button: Difference between revisions

(8 intermediate revisions by the same user not shown)

Line 2:

When patients are [[sending | sent]] the [[RecordStatus field]] is set to "Sent". This allows keeping patients on file until it is clear that the sent was successful, while not getting sent patients mixed up with ones ready to send in the new round and have the RecordStatus field set to "complete".

=== Logical delete ===

The button implements a partial, logical delete (i.e. parts of the record are retained but hidden instead of deleted). See [[RecordStatus_field#deleted]] for more info.

A logical delete is what we would want for records that were entered and completed and [[sent]], because this would flag them as already dealt with, e.g. in comparison to [[Cognos]].

If a record is deleted by clicking a line in [[Patient List]] and then delete, or by using the [[♻️ button]], then the record will actually be removed from the database rather than be logically deleted. Data collectors should make sure they use the right method to delete to have the expected outcome.

Logical vs actual deletes don't really affect the data for the main office, so all of this is relatively low priority/low risk.

The {{PAGENAME}} will also fully delete logically deleted records that are more than 3 months old.

=== usage ===

At some point we polled collectors about their use of this: [[Survey about deleting files after sending]]

== Related articles ==

[[Category: Main Form]]

[[Category: CCMDB.accdb]]

@@ Line 2: / Line 2: @@
 When patients are [[sending | sent]] the [[RecordStatus field]] is set to "Sent". This allows keeping patients on file until it is clear that the sent was successful, while not getting sent patients mixed up with ones ready to send in the new round and have the RecordStatus field set to "complete".
+=== Logical delete ===
+The button implements a partial, logical delete (i.e. parts of the record are retained but hidden instead of deleted). See [[RecordStatus_field#deleted]] for more info.
+A logical delete is what we would want for records that were entered and completed and [[sent]], because this would flag them as already dealt with, e.g. in comparison to [[Cognos]].
+If a record is deleted by clicking a line in [[Patient List]] and then delete, or by using the [[♻️ button]], then the record will actually be removed from the database rather than be logically deleted. Data collectors should make sure they use the right method to delete to have the expected outcome.
+Logical vs actual deletes don't really affect the data for the main office, so all of this is relatively low priority/low risk.
+The {{PAGENAME}} will also fully delete logically deleted records that are more than 3 months old.
+=== usage ===
+At some point we polled collectors about their use of this: [[Survey about deleting files after sending]]
+== Related articles ==
+{{Related Articles}}
 [[Category: Main Form]]
 [[Category: CCMDB.accdb]]