Page Description

Use the Column Views page to define what information Copia displays on a wide variety of column views on many different pages in Copia. The full list of pages is listed below.

On each of these pages, Copia displays a table of information. Using column views, you may control what columns appear in the tables and the order in which Copia sorts the displayed information. You may set column views at the location or the system default levels. The rules for the signed-in location, if available, supersede the system default column views.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Rule List
• Adding or Editing Rule Details

Accessing this Page

• Click the Administration menu button, click the Customization button, and then click the Column Views submenu link. You must have the necessary security permissions to access the Administration menu button.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Customization menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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Viewing the Rule List

1. The Column View List section contains a list of up to ten column views created to define the fields displayed on the selected page type (Inbox, Patient Search, Order Search, etc.). If the list is longer than one page, use the Page links, located below the list of routing rules, to navigate through the list.
2. To view active column views only, select the Show active only checkbox at the top of the Column Views page. You set the inactive/active status in the Column Views Configuration section of the Column Views details page. See "Adding or Editing Rule Details" below.
3. If you cannot find the desired column view, click the Add button to select the type of column view to add from the Add Column View pop-up dialog and then add the column view details using the Column Views details page. See "Adding or Editing Rule Details" below. You may add column views for:
• Advanced Patient Merge
• Change Log
• Client Services > Clients Tab > Clients
• Client Services > Clients Tab > Contacts
• Client Services Item Search
• Collect Samples
• Collection List: Create
• Collection List: Reconcile
• Create Manifest
• Data Browsers
• Encounter Search
• Fix ADT
• Fix Orders
• Hosts
• Inbound Queue
• Inbox: Location Inbox > Other Reports
• Inbox: Location Inbox > Result Reports
• Inbox: User Inbox > Result Reports
• Insurance Search
• Lab Info Request Pop-up
• Location Pop-up Search
• Locations
• Manage Billing
• Manage Patients
• Manage > Report Redelivery
• Manage Samples > Release Samples
• Match Results
• Medication Aliases
• Medication Search
• Medications
• Merge Users
• Message Center: Received Messages
• Message Center: Sent Messages
• Monitor > Scheduled Delivery
• Order Choice Pop-up Search
• Order Choices
• Order Search
• Order Search: Pop-up
• Outbound Queue
• Patient Login - Order History
• Patient Order History
• Patient Search
• Patient Search: Order Patient Samples
• Patient Search: Pop-up
• Patient Setup > Insurance Search
• Pending Collection
• Pending Collection Batch Collect
• Pending Orders
• Practices
• Profiles
• Provider Pop-up Search
• Release Results
• Release To Patient
• Rules > Billing Status Rules
• Rules > Client Services Rules
• Rules > Label Printing Rules
• Rules > Order Entry Rules
• Rules > Patient Match Rules
• Rules > Result Evaluation Rules
• Rules > Result Release Rules
• Rules > Routing Rules
• Rules > Split Order Rules
• Server Activity: System Maintenance Log
• Servers
• Specimen Source Search
• User Actions Log: HL7/Doc. Changes
• User Actions Log: Order Views
• User Actions Log: Other Actions
• User Actions Log: Patient Views
• User Actions Log: Patient/Order Searches
• User Actions Log: Report Log
• User Actions Log: Sign In Attempts
• User Actions Log: Sign In/Sign Out
• Users
4. Click the name of a column view on the Column Views list page to view or edit rule information on the Column Views details page. See "Adding or Editing Rule Details" below.

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Adding or Editing Rule Details

1. Use the Column View Configuration section of the Column Views details page to add or edit column view information for the selected column view type (Inbox, Patient Search, Order Search, etc.).
2. Enter or edit the name for the column view in the Name field. This field is required.
3. Select the Active checkbox to allow administrative users to select the column view while establishing location or system default settings. Clear this checkbox to restrict administrative users from using the column view. See the Admin: Locations or Admin: System Defaults topics. If the column view is inactive, Copia will clear it from the Column Views list page when you select the Show active only checkbox. See "Viewing the Rule List" above.
4. Enter or edit the number in the Page Size field to restrict the number of items Copia displays on the selected page type.
5. Based on the page type you select (Inbox, Patient Search, Order Search, etc.), Copia labels the setup section "<Page Type> Column Setup," substituting the name of the selected page type.
6. The Column Setup section contains three list fields:
   • Available Fields: This lists the fields that are available for you to include in the column view layout. The available fields depend on the type of column view rule you are creating.
   • Selected Fields: This lists the fields that are in the current column view for the selected page type. Copia displays "(Required)" if the field must be included in the column view; you cannot remove these fields from the layout. Copia displays "(Sortable)" after the field name if you may use the field to sort the data in the layout. You may add any sortable columns to the Sorting Fields list (see below).
   • Sorting Fields: This lists the fields that Copia will use to sort the data on the selected page type. Copia displays either "(ASC)" or "(DESC)" to indicate whether it sorts the values in the field in ascending or descending order. To change the sort order between ascending or descending, click the Toggle Sort button or double-click a field in the Sorting Fields list.
7. To change the column view, move the fields onto or off of the lists so that you have only the desired fields in the desired sort order.
   • To add fields from the lists, select one or more fields in one of the lists, (using the [Ctrl] or [Shift] keys to select multiple items), and then click the right arrow button to add the selected fields to the selected list. You may also double-click a field on the Available Fields list to move it to the Selected Fields list, or double-click a field on the Selected Fields list to move it to the Sorting Fields list.
   • To remove fields from the lists, select one or more fields in one of the lists, (using the [Ctrl] or [Shift] keys to select multiple items), and then click the left arrow button to remove the selected fields from the selected list.
8. Once you have two or more fields in one of the lists, click the Move Up or Move Down buttons to place the fields in the desired order.
9. To modify the name of the fields and the width that Copia assigns to the field, select a field and click the Edit Field. Copia displays the Column View Configuration section of the page, and you may modify the Header (or the name of the field), the Blank Display Value (what appears by default in an empty field), and the Column Width in percentage (between 0 and 100). These fields are required. In supported Column Views Date/Time column types, you may configure the date/time format by clicking the Edit Field button followed by the Date/Time Format drop-down list. You may select Use default, which will use your system's default date/time formatting, or you may select AM/PM, AM/PM (with space before), or Military. Once you have made your changes, click the OK button to save your changes and return to the Column Views details page, or click Back to return to the Column Views details page without saving your changes.
10. When this column view rule is selected on the Locations or System Defaults administration pages, Copia will display the data on the selected page based on the settings you establish here.
11. Click < Back to List to return to the Column Views list page without saving any changes.
12. Click Save to record changes and return to the Column Views list page. Note you must sign out and sign back in before your changes will take effect.

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