The following table outlines the required configuration settings for the correction request form's Document Type. For more information about Document Type configuration, see the System Administration module reference guide.
|
Document Type Configuration |
Description |
|---|---|
|
Document Type Group |
The request form must not belong to a medical record Document Type Group. In Document Type Group configuration, ensure Contains Medical Record Document Types is not selected. |
|
Settings |
For E-Forms, set the Default File Format to Electronic Form. For Unity Forms, set the Default File Format to Unity Form. |
|
Keyword Types |
Ensure the Document Handle Keyword Type is assigned. OnBase Workflow can use this Keyword Type to link the request form to the submitted document. The Document Handle Keyword Type must also be assigned to the Document Types of documents that may be submitted for corrections. Note:
Ensure the Document Handle Keyword Type (#19) is named Document Handle. If this Keyword Type has a different name, the document corrections process will not work. |
|
User Group |
Users who need to create and submit forms must have Create and Modify privileges. Users do not need explicit privileges to the form Document Type. Document Type privileges are required for users who need to access the forms through standard document retrieval in one of the OnBase clients. |
|
E-Form |
For E-Forms only, select the form template you imported into the SYS HTML Forms Document Type. Do not configure this setting for Unity Forms. |