IMPAX 6.5.1 Client Knowledge Base: Extended > Managing studies using worklists > Creating worklists

Creating personal worklists

Worklists define the workflow of the department. A personal worklist created by a user is visible only to the user who created it. A personal worklist created by impersonating a role, or copying a personal worklist to a role, can be viewed by all users assigned to the role.

Personal worklists can be used to keep lists of active studies, research interesting cases, publications, and so on. They can also be created for on-call workflows.

Note:

Note:

The Active Sort checkbox is permanently selected for personal worklists. This means that the worklist only sorts when the user clicks one of the columns and ordering is restored the next time the user opens the worklist. New studies added to the worklist are always added to the bottom of the list.

To create a personal worklist

  1. To create a personal worklist that can be viewed at the role level, impersonate the role.

  2. In the List area, click Worklists.

  3. In the Worklist Library, under Personal worklists, click New.

  4. In the Worklist Name field, type a name that describes the purpose of the worklist.

  5. To determine which studies will be displayed in the worklist, on the Search tab, select the search criteria, refine the search expressions, and select the location to search. Type or select the values to search on.

  6. If required, configure the columns that appear in the worklist.

  7. Switch to the Priority Grouping Rules tab and select the priority grouping rules.

  8. Click OK.

    The worklist is added to the list on the Personal worklists tab.


Required permissions


See also


Topic number: 96708

Applies to: IMPAX 6.5.1 Client Knowledge Base