Description

Use the Edit Result Approval Rules page to define the specific settings for conditions and actions associated with result approval rules. Many of the conditions have an option of how the system applies the condition. In these cases, you may choose whether the rule should apply if the selected items exist on the order, or if the rule should only apply if the selected items do not exist on the order.

Access

• Select Add or Edit for the desired condition or action on the Result Approval Rules administration page. See the Result Approval Rules topic.

Adding or Editing Result Approval Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

• Approving User's Roles: Allows you to select a list of sign-in roles that should or should not trigger the rule.
  1. Select either the Selected Roles or the All Roles Except... option to establish whether the condition will apply to the roles you add, or if it will apply to all the roles in the system except for those you add.
  2. Enter text or select in the User Roles search field to search for a role. Select a role's checkbox to add the row to the table. This is a required field.
  3. The table displays the following columns:
     • Select
     • Name
     • Active
  4. Repeat these steps to add all the desired roles to the condition.
  5. Clear the Select checkbox to remove a role from the list.

  6. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.

     This condition will not evaluate if an approved result is received from a lab in an inbound HL7 message.

• Collection Location: Allows you to select a list of collection locations that should or should not trigger the rule.
  1. Select either the Selected Collection Locations or the All Collection Locations Except... option to establish whether the condition will apply to the locations you add, or if it will apply to all the locations in the system except for those you add.
  2. Enter text or select in the Collection Location search-as-you-type field to select collection locations to add to the list. This is a required field. 
     1. Once you select in this field, you enable several other search fields that you may use to narrow down the options: Location ID, ZIP Code, Provider Last Name, City, Practice fields. There is also a Show active only checkbox.
  3. The table displays the following columns:
     • Select
     • Location
     • Location ID
     • Address
     • Practice
     • Active
  4. Repeat these steps to add all the desired collection locations to the condition.
  5. Clear the Select checkbox to remove a collection location from the list.
  6. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Compare Dates/Times: Allows you to define date/time constraints. You can define multiple date/time comparisons, and at least one of the date/time comparisons defined must be met for the rule to fire.
  1. Select either the All of the Following Date/Time Comparisons or the Any of the Following Date/Time Comparisons option to define date/time constraints.
     1. Selecting the All of the Following Date/Time Comparisons option means that every date/time comparison defined must be met in order for the rule to fire. 
     2. Selecting the Any of the Following Date/Time Comparisons option means that at least one of the date/time comparisons defined must be met in order for the rule to fire.
  2. Select Add to add date/time comparisons. When this button is selected, drop-down lists appear. 
  3. Select an option from the Current Date drop-down list, the Is greater than drop-down list, and the Current Date drop-down list.
     1. If you select the Result Run Date, Result Run Time, or Result Run Date/Time option, the All result-level times must match checkbox displays on the right side of the comparison row. When the checkbox is selected, that comparison row is only satisfied if ALL results currently being approved meet the comparison constraint. By default, the checkbox is cleared and the comparison is satisfied if ANY result currently being approved matches the comparison.
     2. If you select the Patient Birth Date/Time option, the rule will not evaluate the comparison if the patient has no Birth Date/Time.
  4. Select Add again to add multiple date/time comparisons, or select X to remove date/time comparisons from the list.
  5. Select Plus or Minus from the drop-down list, followed by adding a value in the field. By default, zero time units will be added or subtracted. The time unit text box can have a range between zero and 1,000. 
  6. Select either Hours, Days, or Weeks from the drop-down list.
  7. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rules. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page. 
• Current Order Choices: Allows you to select a list of order choices that should trigger the rule, or a list of order choices that should not trigger the rule.
  1. Select either the Selected Order Choices or the All Order Choices Except... option to establish whether the condition will apply to the order choices you add, or if it will apply to all the order choices in the system except for those you add.
  2. Enter one or more characters in the Current Order Choices search field, then select the checkbox to select the order choice and add it to the table. This is a required field.
  3. The table displays the following columns:
     • Select
     • Abbreviation
     • Name
     • Alternate ID1
     • CPT Codes
     • Other Names
     • Collection Information
     • Active
  4. Repeat these steps to add all the desired order choices to the condition.
  5. Clear the Select checkbox to remove an order choice from the list.
  6. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.

• Current Users: Allows you to select certain users to trigger the rule or choose all users except the ones selected to trigger the rule. This condition refers to the currently signed-in user approving results
  1. Select either the All Current Users Except... or the Selected Current Users option to establish whether the condition will apply to the current users you add, or if it will apply to all the current users in the system except for those you add.
  2. Enter text or select in the Current Users search-as-you-type field, then select current users. This is a required field.
  3. The table displays the following columns:
     • Select
     • Name
     • ID
  4. Clear the Select checkbox to remove a user from the list.
  5. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Cytology Test Type: Allows you to define the cytology test types that will trigger the rule to fire. You can also set the rule to trigger based on the current status of the AP case.
  1. Select an option to set the parameters for the condition:
     1. Selected Cytology Test Types: Select this option to have only selected tests trigger the rule. The options are Primary Screener, QC Screener, and Pathologist test types.
     2. All Cytology Tests Types Except: Select this option to have all cytology tests trigger the rule except the ones you select. The options are Primary Screener, QC Screener, and Pathologist test types.
     3. Restrict to Case's Current Cytology Status: Select this sub-option to limit the triggering of the test type to match the current status of the AP case.
• Operator is not certified: The condition triggers if the operator is not certified for an instrument or if the operator's certification is expired.
  
  1. Select the Any unapproved result's operator's certification is expired checkbox to have the system mark all unapproved operator certifications as expired.
  2. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Order Choice Priority: Allows you to select a list of order choice priorities that should trigger the rule if an order choice has the priority, or a list of priorities that should not trigger the rule if the order choice has the priority.
  1. Select either the Selected Priorities or the All Priorities Except... option to establish whether the condition will apply to the priorities you add, or if it will apply to all of the priorities in the system except for those you add.
  2. Enter one or more characters in the Priorities search field, and then select the checkbox to select the priority and add it to the table. This is a required field.
  3. The table displays the following columns:
     • Select
     • Name
     • Active
     • Priority
  4. Repeat these steps to add all of the desired priorities to the condition.
  5. The system lists the priorities you add in the table. Clear the Select checkbox to remove it from the list.
  6. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Order User-defined Field Response: Allows the user to order user-defined field responses as well as create user-defined responses in the system.
  
  1. Select either Any of the Following Order User-defined Question Response(s) or All of the Following Order User-defined Question Response(s) to specify whether you want the rule to apply to any of the selected user-defined question responses or all of the user-defined question responses.
  2. Select the Evaluate response as empty if the user-defined question is not associated with the order checkbox to recognize the user-defined question response as "empty" if the user-defined question is not associated with the order.
  3. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Ordering Providers: Allows you to select a list of ordering providers that should trigger the rule if they are the ordering provider on the order, or a list of ordering providers that should not trigger the rule if they are the ordering provider on the order.
  
  1. Select either the Selected Order Providers or the All Order Providers Except... option to establish whether the condition will apply to the providers you add, or if it will apply to all of the providers in the system except for those you add.
  2. Enter one or more characters in the Ordering Providers search field, and then select the checkbox to select the provider and add it to the table. This is a required field.
  3. The table displays the following columns:
     • Select
     • Name
     • ID
  4. Repeat these steps to add all of the desired providers to the condition.
  5. The system lists the providers you add in the table. Clear the Select checkbox to remove it from the list.
  6. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Origin: Allows you to select a list of origin text values that should or should not include the result's origin to trigger the rule.
  1. Select either the Origin text includes option or the Origin text does not include... option to establish whether the condition will apply when the text includes the text you add, or if it will apply if the text does not include the text you add.
  2. Enter text in the Origin field, then select Add Origin Text. 
  3. The added text is listed in a table. Select X next to the text if you wish to remove it from the list.

  4. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rules. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.

     The condition can only be saved if at least one origin text value has been specified. Origin text values are not case sensitive.

• Patient User-defined Field Response: Allows the user to create patient user-defined field responses in the system.
  
  1. Select either Any of the Following User-defined Question Response(s) or All of the Following User-defined Question Response(s) to specify whether you want the rule to apply to any of the selected user-defined question responses or all of the user-defined question responses.
  2. Select the Evaluate response as empty if the user-defined question is not associated with the order checkbox to recognize the user-defined question response as "empty" if the user-defined question is not associated with the order.
  3. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• QC Status: Determines if quality control has been ordered, run, or approved. Set the rule to be triggered when there is no QC meeting one of the four criteria within a defined number of hours.
  1. Select the QC has not been option, and then select an option from the drop-down list:
     1. Ordered (QC has been ordered)
     2. Run (All Tests) (QC has results for any of the tests on the order)
     3. Approved (Current Test) (QC has been ordered, run, and approved for associated order choices for any tests that are selected on a review results pop-up)
     4. Approved (All Tests) (QC has been ordered, run, and approved for every test on the order)
  2. Enter a number in the for this test on the same instrument within _ hours field. 

  3. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rules. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.

• Reagent Lot: This condition will allow the system to evaluate a linked reagent lot to trigger a rule. 
  1.  Select one of the following options. The rules will trigger if at least one reagent lot condition is met:
     • Is Expired: The rule will trigger when the linked reagent lot is expired.
     • Is Not In Reagent Lot Table: The rule will trigger when there is no linked reagent lot.
     • Is Not Active: The rule will trigger when the linked reagent lot is marked as inactive in the system.
     • Is Closed: The rule will trigger when the linked reagent lot has been closed.
     • No QC Performed on Reagent Lot in the last ____ day(s): The rule will trigger when the most recent QC run happened more than X days ago. Enter a value in the field to specify the number of days.
  2. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page to finalize the changes you make on this page.
• Report Level: The condition will trigger if the report level you set matches (or doesn't match) the level of the report being issued.
  1. Select one of the following report level options: 
     • Not Used: Select this option to tell the system not to set this condition.
     • Report level is: Select this option to trigger the condition if the report level you set matches the level of the report being issued.
     • Report level is not: Select this option to trigger the condition if the report level you set does not match the level of the report being issued.
  2. Select a report level from the Report Level drop-down list:
     • Preliminary
     • Final: This is the default option.
     • Amendment: This option is only available for AP order choices.
     • Addendum: This option is only available for AP order choices.
  3. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rules. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Severity: Select one or more options from a list of severities that will cause the condition to trigger:
  • Any Normal Result
  • All Results are Normal
  • Any Abnormal Result
  • Any Critical Result
• Test Conditions: Allows you to create a set of condition groups that will trigger the rule when true. The test condition groups can be created based upon the test name, result value, abnormal flags value, and the result comment value.
  
  1. Select either the All Test Condition groups are met or the Any Test Condition group is met option to establish whether the condition will apply to all test condition groups that are met or any test condition groups that are met.
  2. Select the Evaluate result comment lists with no comments as an empty result comment checkbox to allow no comments to be treated as blank comments. This corrects an issue when a rule is set to evaluate Does Not Contain or Is Empty and would not fire if there was no comment.
  3. Select Add Group to add a test condition group to the page.
  4. Select Add Test Condition to add a test condition in the Test Condition Group section. Select Remove Group to remove the test condition group from the page.
  5. The table displays the following columns:
     • Test Name
     • Result Value to Compare
     • Result Value
     • Abnormal Flags Value
     • Result Comment Value
     • Delete
  6. Select an option from the Test Name drop-down list:  Begins With, Begins With (cs), Contains, Contains (cs), Is Equal To, Is Equal To (cs), Applies To Any Test, or Match Specific Tests. Select Applies To Any Test to make the test condition apply to any test in the system. Select Match Specific Tests to make the test condition match to a specific test in the system. Enter a test name in the Test Name field.
  7. Select an option from the Result Value to Compare drop-down list to control what part of a Result Value column should apply to. Select either Reportable Value, Numeric Part, Text Part, or Toxicology Consistency from the drop-down list. 
  8. Select an option from the Result Value drop-down list to specify how the test should work with the result value: Select either Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Does Not Contain (cs), Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Less Than, Is Empty, Is Not Empty, Is Not Used, Equals item in list, Does not equal item in list or is empty, or Does not equal item in list and is not empty. Enter a value in the Result Value field.
  9. Select an option from the Abnormal Flags Value drop-down list to specify how the test should work with the abnormal flags value: Begins With, Begins With (cs), Contains, Contains (cs), Is Equal To, Is Equal To (cs), or Is Not Used. Enter a value in the Abnormal Flags Value field.
  10. Select an option from the Result Comment Value drop-down list to specify how the test should work with the result comment value: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Does Not Contain (cs), Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Less Than, Is Empty, Is Not Empty, or Is Not Used. Enter a value in the Result Comment Value field.
  11. Select X in the Delete column to remove the test from the page.
  12. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. You must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Testing Locations: Allows you to select a list of testing locations that should trigger the rule if they are the testing location for the result, or a list of testing locations that should not trigger the rule if they are the testing location for the result.
  
  1. Select either the Selected Testing Locations or the All Testing Locations Except... option to establish whether the condition will apply to the testing locations you add, or if it will apply to all of the testing locations in the system except for those you add.
  2. Enter one or more characters in the Testing Locations search field, and then select the checkbox to select the location and add it to the table. This is a required field.
  3. The table displays the following columns:
     • Select
     • Name
     • Active
  4. Repeat these steps to add all of the desired providers to the condition.
  5. The system lists the locations you add in the table. Clear the Select checkbox to remove it from the list.
  6. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.

Setting Result Approval Rule Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

• Add Order Choice Comment: Allows an order choice comment to be added to the order choice. The comment can be configured to be displayed on the lab report, display on requisition and manifest, and to send to the host electronically.
  
  1. Enter text into the Order choice comment to add field in the Result Approval Rule Action section of the Edit Result Approval Rules page. This text will be the comment that will be added to the lab report, requisition, manifest, and/or sent to the host electronically.
  2. Select an option from the Select field code to insert drop-down list to enter a field code in the Order choice comment to add field.
  3. Select the Display on lab report checkbox to have the order choice comment added to the lab report.
  4. Select the Display on requisition and manifest checkbox to have the order choice comment added to the requisition and manifest.
  5. Select the Send to host electronically checkbox to have the order choice comment sent to the host electronically.
  6. Select the Do not create multiple comments with the same text checkbox to prevent duplicate comments from being added to the order choice by the result approval rule action. A duplicate comment is considered any comment that would contain the same comment text as an existing comment; any settings on the comment are not taken into consideration.
  7. Select the Allow the ability to edit the comment after clicking approve on review results checkbox to be able to edit a comment after it is added.
  8. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Add Order Comment: Allows an order comment to be added to the order. The comment can be configured to be displayed on the lab report, display on the requisition and manifest, display on the form letter, send to the host electronically, and to copy the comment on the next standing order.
  
  1. Enter text into the Order comment to add field in the Result Approval Rule Action section of the Edit Result Approval Rules page. This text will be the comment that will be added to the lab report, requisition, manifest, form letter, and/or sent to the host electronically.
  2. Select an option from the Select field code to insert drop-down list to enter a field code in the Order comment to add field.
  3. Select the Display on lab report checkbox to have the order comment added to the lab report.
  4. Select the Display on requisition and manifest checkbox to have the order comment added to the requisition and manifest.
  5. Select the Display on form letter checkbox to have the order comment added to the form letter.
  6. Select the Send to host electronically checkbox to have the order comment sent to the host electronically.
  7. Select the Copy comment on next standing order creation checkbox to have the system copy the comment (if any) on the next standing order when it is created.
  8. Select the Do not create multiple comments with the same text checkbox to prevent duplicate comments from being added to the order by the result approval rule action. A duplicate comment is considered any comment that would contain the same comment text as an existing comment; any settings on the comment are not taken into consideration.
  9. Select the Allow the ability to edit the comment after clicking approve on review results checkbox to be able to edit a comment after it is added.
  10. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Add Result Comment: Allows a result comment to be added to the result. The comment can be configured to display on the lab report, to be added to list of tests, or to be added to the triggered tests.
  
  1. Enter text into the Result comment to add field in the Result Approval Rule Action section of the Edit Result Approval Rules page. This text will be the comment that will be added to the lab report.
  2. Select an option from the Select field code to insert drop-down list to enter a field code in the Result comment to add field.
  3. Select the Display on lab report checkbox to have the result comment added to the lab report.
  4. Select the Do not create multiple comments with the same text checkbox to prevent duplicate comments from being added to the result by the result approval rule action. A duplicate comment is considered any comment that would contain the same comment text as an existing comment; any settings on the comment are not taken into consideration.
  5. Select the Allow the ability to edit the comment after clicking approve on review results checkbox to be able to edit a comment after it is added.
  6. Select the Use triggered tests checkbox to have the system use the triggered tests for the result comments.
     • Enter text or select in the Tests search-as-you-type field to select a specific test for the result comment. Select the test to add it to the table, or clear the checkbox to remove it. The table displays the following columns:
       • Select
       • Name
       • Abbreviation
       • Order Choice
  7. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Appended Order Choices: Allows the rule to reflex a list of order choices. The collection status can be configured for the reflexes, as well as automatic printing of labels and requisition. The collection time can be set to come from the order choice used in the condition. The delivery date and time can be configured to be the current time or the order's delivery date and time. The priority for the order choices can be selected to be the default, highest, or lowest priority for the order. Clinical info can be copied to the reflexes, along with the billing info. The reflexes can be put on a new order. The rule can also be set to prevent split order rules from running on the reflexes.
  
  1. Enter one or more characters in the Appended Order Choices search field, and then select the checkbox to select the order choice and add it to the table. This is a required field.
  2. The table displays the following columns:
     • Select
     • Abbreviation
     • Name
     • Alternate ID1
     • CPT Codes
     • Other Names
     • Collection Information
     • Active
  3. Select an option from the drop-down list to specify actions for the appended order choice. Select either Force collected, Force collected and hold for batch transmission, Force collected and bypass batch transmission, Use ordering location setting for collection, or Prevent collection from the drop-down list.
  4. Select the When Order Choices are collected, force labels to print (using Ordering Location Label Printer settings) checkbox to have the system force labels to print using the Ordering Location Label Printer settings when order choices are collected.
  5. Select the When Order Choices are collected, force Requisition to print (using Ordering Location Printer settings) checkbox to have the system force requisitions to print using the Ordering Location Printer settings when order choices are collected.
  6. Select the Use Order Choice specified in condition to determine Collection Date/Time for appended order choices checkbox to have the system use the specified order choice condition to determine the collection date/time for appended order choices.
  7. Select an option from the drop-down list to specify the date/time the order choice be delivered. Select either Use current time for delivery date/time or Use order's delivery date/time for delivery date/time from the drop-down list.
  8. Select an option from the drop-down list to specify the delivery priority for the order choice. Select either Use Default Priority, Use Highest Priority of Order Choices specified in condition, or Use Lowest Priority of Order Choices specified in condition from the drop-down list.
  9. Select the Copy clinical info from existing order choices checkbox to have the system copy the clinical information from existing order choices.
  10. Select the Copy billing info from current order choice checkbox to have the system copy billing information from current order choices.
  11. Select the Create new order for appended order choices checkbox to have the system create a new order for appended order choices.
      
      • Select an option from the drop-down list to configure the proposed collection date/time of the appended order choice. Select either Do not set the proposed collection date/time or Use original order's proposed collection date/time from the drop-down list.
      • Select an option from the drop-down list to configure the ordering date/time of the appended order choice. Select either Default order's ordering date/time or Use original order's ordering date/time from the drop-down list.
      • Select the Copy order comments to new order checkbox to have the system copy existing order comments to a new order.
  12. Select the Prevent split order rules from running checkbox to have the system prevent all split order rules from triggering.
  13. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Display Message: Allows you to display a message when approving results. The approval takes place upon confirmation of the displayed message; it does not occur if the message is cancelled.
  
  1. Enter your desired message in the text field.
  2. Select Test Message to see a preview of your message in a pop-up just as it will appear in the program.
  3. Select Approve or Cancel to return to the text field.
  4. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Prevent Manual Approval: Allows the rule to prevent a user from manually approving an order choice when the rule triggers.
  
  1. Select the Prevent manual approval checkbox to have the system prevent a user from manually approving an order choice.
  2. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.
• Send Notifications: Allows the user to define specific event notifications to be sent out when the result approval rule is triggered.
  1. Select Add Notification to add an result approval rule-level notification. When the button is selected, an Add Result Approval Rule Notification pop-up will appear. The pop-up will ask what type of notification you would like to create. Select Result Approval Rule Notification to add a notification, or select Cancel to return to the Edit Result Approval Rules page.
  2. Once you have selected the Result Approval Rule Notification button, a notification will be added to the Result Approval Rule-level Notifications section. The section will display the active status, event type, a description, form letter, a threshold (required), and the option to delete the notification.
  3. Edit the event type and description fields by selecting inside the fields and editing as necessary. For example, the event type will read Result Approval Rule Notification and the description will read An Order triggered the Result Approval Rule Event Notification. Select the Active checkbox to remove the active status from the notification.
  4. Select a field code from the Select field code to insert into the body drop-down to allow a message to be configured to display additional order-level information in the generated notifications. These are the field codes that are currently supported: Order ID and Ordered Panel Name.
  5. Select a form letter from the drop-down list to specify a form letter that should be attached to the notification.
  6. Delete the notification by selecting X. The Result Approval Rule-level Notifications section will display a "No order entry rule notifications defined" message.
  7. Select Add Recipient to add a recipient for the notification. When the button is selected, an Add Event Recipient pop-up will appear. The pop-up will ask what type of recipient you would like to create.
     • Select External Recipient to create an external recipient. A new section will appear under the notification and will require you to fill in a name and delivery details in the specified fields. The required fields will be highlighted in red. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Add a description by selecting inside the Description field and adding text as necessary. Add a delivery detail in the Delivery Detail field. Delete the recipient by selecting X. A "No recipients defined" message will be displayed.
     • Select User to select a  user to be the notification recipient. When the button is selected, you will select a user from the available table by selecting on the user's name, or by entering one or more characters in the Search field to search for a specific user. Select the user's name to add the user to the Result Approval Rule-level Notifications section. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Delete the user by selecting X. A "No recipients defined" message will be displayed.
     • Select Location to select a location to be the notification recipient. When the button is selected, you will select a location from the available table by selecting on the location name, or by entering one or more characters in the Search field to search for a specific location. Select the location name to add the location to the Result Approval Rule-level Notifications section. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Add a delivery detail in the Delivery Detail field. Delete the location by selecting X. A "No recipients defined" message will be displayed.
     • Select Ordering Location to select an ordering location to be the notification recipient. When the button is selected you will select a location from the available table by selecting on the location name, or by entering one or more characters in the Search field to search for a specific location. Select the location name to add the location to the Result Approval Rule-level Notifications section. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Add a delivery detail in the Delivery Detail field. Delete the location by selecting X. A "No recipients defined" message will be displayed.
     • Select Event Log to send a notification to the event log.
  8. Once you have completed your changes, select Save to return to the Result Approval Rules administration page to continue creating or editing the result approval rule. Remember that you must select Save on the Result Approval Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.