3.1 Rules Creation

Contents

This section provides step-by-step instructions on how to create procedure rules successfully in the PEP Health dashboard.

Depiction of Rule execution

STEP 1: Navigate to Rules

Select the Pathway option from the menu panel on the left of the dashboard. Click on the drop-down menu next to the procedure pathway, and select Rules.

Open

STEP 2: Create a New Procedure Rule

Click on the down arrow next to the New button on the top right of the screen and choose New Procedure Rule from the drop-down menu.

Open

STEP 3: Add details

In step 3 of the wizard, add the key details for the Procedure Rule. Start by adding a Title for the rule using a consistent naming scheme such as R2.1 (R = reading, 2 = sequence number). Add a Description and select the Language used for the rule. Click the next arrow to proceed to step 4.

STEP 4: Add content

In step 4, select the action that will be executed by the rule. You can only select one action per rule. After selecting the action, add the details:

Feature a Document: You can select the document that can be added to the rule.

Feature a Video: You can select the video that can be added to the rule.

Feature a Form: You can select the form that can be added to the rule.

Feature Questionnaire: You can select the Questionnaire that can be added to the rule.

Feature a Task: You can select the task that can be added to the rule.

Send a Message: You can select a message that can be added to the rule.

Send an Alert: You can select an alert that can be added to the rule.

Send a Reminder: You can select a reminder that can be added to the rule.

Transition to next stage: Transition patient users through to the next stages

After selecting the action press okay and click the next arrow to proceed to STEP 5.

STEP 5: Add the audience

In this step, you can decide on the audience for the rule for example, who would the rule affect. After you decide the audience for the rule, click on the next arrow to proceed to STEP 5.

STEP 6: Add timing

In this step, decide when the rule will be executed within a pathway. After you decide on the timing for the execution of the rule, click on the arrow button to transition to the next step. Timing options include:

On entering a stage- The rule would be executed upon entering a stage.

Time after stage transition- This rule would be executed on time after stage transition. We should enter the time in days here and minus should be used to indicate days before the event.

Triggered by an index event- This will let you select the index event and the procedure rule will be executed when the selected index event occurs.

Time in relation to an index event- This will let you select the index event and the procedure rule is executed in relation to the selected index event.

When a form is submitted- This will execute the procedure rule when the selected form is submitted.

STEP 7: Review the created Procedure Rule

Here you will review the details of the rule. Press the back arrow if you want to change any details. Click on the Save button to create the new rule.

You can Preview the content attached by clicking the “Preview” button. This would display the content attached in the rule.

NOTE: If you click the close button ( “X” ) while creating the new rule, you will receive the alert “Are you sure you wish to exit?” with two options ”Continue Wizard” or “Exit”.

You can click on “Exit” if you wish to close the progress of creating the new rule or click on “Continue Wizard” to continue with progress.

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