Excluding Documents from ROI Printing - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Integration for Epic
Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Premier
Standard

The following procedure describes how to configure the Epic Release of Information integration to exclude certain OnBase documents from released ROI requests based on pre-configured Keyword values.

To configure Epic ROI to exclude OnBase documents based on Keyword Value:

  1. In OnBase Configuration, select Utils | External Systems. The External System Configuration dialog box is displayed.
  2. Select Epic.
  3. Click Values. The External System Parameter Configuration dialog box is displayed.
  4. In the Key field, type ROI Filter Keys.
    Note:

    Key names are case sensitive. Type the value exactly as displayed above.

  5. In the Value field, specify the Keyword Type and value the excluded documents must be indexed with. The format is described in the following table:

    To exclude docs using

    Value Format1

    A single Keyword value

    Keyword Type ID |~| Keyword Value

    Example: 154|~|Misfiled

    Multiple Keyword values

    1st Keyword Type ID |~| 1st Keyword Value |~~~| 2nd Keyword Type ID |~| 2nd Keyword Value |~~~| 3rd Keyword Type ID |~| 3rd Keyword Value

    Example: 225|~|No|~~~|177|~|Lab|~~~|213|~|External

    Note:

    If you configure multiple Keyword Values, the document must be indexed with ALL specified values in order to be excluded from the printed request.

  6. Click Add. The new setting is added.
  7. Click Save.
    Note:

    If you click Save without first clicking Add, the specified Key and Value are automatically added.

1 For currency, date, and date/time Keyword Value formats, see Accepted Data Formats.