thor help - thor.pschealth.com user guide... · web viewexports the current folder into a csv file...

THOR User Guide

THOR USER GUIDE..................................................................................................................................1

INTRODUCTION........................................................................................................................................4

OBJECTS IN THOR.......................................................................................................................................4

NAVIGATION.............................................................................................................................................4

LOGIN............................................................................................................................................................4

HOME PAGE...................................................................................................................................................5

OBJECTS........................................................................................................................................................6

ACTIONS MENU..............................................................................................................................................7

EDIT................................................................................................................................................................7

DELETE...........................................................................................................................................................7

IMPORT OBJECTS............................................................................................................................................7

FILTER LIST....................................................................................................................................................7

MOVE TO FOLDER..........................................................................................................................................8

VIEW HISTORY...............................................................................................................................................8

VIEW DELETED ITEMS....................................................................................................................................8

PRINT PREVIEW..............................................................................................................................................8

COPY TO NEW................................................................................................................................................8

DELETE ALL CHILDREN..................................................................................................................................8

IMPERSONATE THIS USER...............................................................................................................................8

EXPORT TO CSV.............................................................................................................................................8

SECURITY.......................................................................................................................................................8

ABOUT THIS OBJECT....................................................................................................................................9

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VIEWING/UPDATING YOUR USER PROFILE.................................................................................................9

VIEWING/UPDATING OTHER OBJECTS......................................................................................................10

DATA ENTRY...........................................................................................................................................10

RELATED OBJECTS.....................................................................................................................................11

EXAMPLE: ENTERING A NEW SERVER OBJECT.........................................................................................12

BULK EDIT...................................................................................................................................................14

BULK IMPORTS............................................................................................................................................14

PAGE #1 – UPLOAD FILE..............................................................................................................................14

PAGE #2 – FIELD MAPPINGS........................................................................................................................15

PAGE #3 – SAMPLE IMPORT.........................................................................................................................16

PAGE #4 – FINISHED.....................................................................................................................................16

BULK UPDATES...........................................................................................................................................17

REPORTING.............................................................................................................................................19

FILTERING...................................................................................................................................................20

EXAMPLE: REPORTING ON INSTALLED APPLICATIONS...........................................................................22

EXAMPLE: REPORTING BY FACILITY........................................................................................................23

PRINT VIEW.................................................................................................................................................24

SECURITY.................................................................................................................................................24

DEFINITIONS & ACRONYMS..............................................................................................................26

OBJECT........................................................................................................................................................26

OBJECT DEFINITION...................................................................................................................................27

THOR..........................................................................................................................................................27

TRIGGER......................................................................................................................................................27

WEBPART.....................................................................................................................................................27

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DASHBOARD................................................................................................................................................27

NESTED FIELD(S)........................................................................................................................................27

DELEGATE...................................................................................................................................................27

ADMINISTRATOR.........................................................................................................................................28

SITE MANAGER...........................................................................................................................................28

SCHEMA.......................................................................................................................................................28

SURVEY........................................................................................................................................................28

ASSESSMENT................................................................................................................................................28

REPORTS......................................................................................................................................................28

RELATIONSHIP............................................................................................................................................28

VERSION......................................................................................................................................................29

TOOLTIPS.....................................................................................................................................................29

EDIT MODE.................................................................................................................................................29

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Introduction

Welcome to THOR, The Healthcare Object Repository!

Object (n.) 1. A thing of significance, either real or conceptual, about which the business or system being modeled needs to hold information. 2. A self-contained piece of data that can be referenced as a unit. In THOR, object definitions are created by Administrators and Form Designers. An object definition is analogous to a database table; an object would be a record in that table.

THOR is a multipurpose, Web-based tool that captures and stores information of all sorts, relates it to other information, and provides reporting capabilities on the information it holds.

Objects in THORSimply put, THOR stores and relates a myriad of information. The basis for this functionality centers around Object Definitions and defined relationships between them. Object Definitions are created for each distinct type of object—such as facility, user, server, or application—and contain two main parts: 1) a list of attributes or types of information to be stored about that type of object, and 2) defined relationships to other objects definitions. Administrators create the Object Definition, which could be considered a table in a database. End users work with Objects themselves, each of which could be represented as a record in that table.

NOTE: Text that is underlined, italicized, and highlighted represents items that tend to be account/installation specific.

NavigationTHOR may be accessed at https://thor.pschealth.com/. Please note, data traffic with this website is secured via SSL encryption.

Login

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Enter your User ID and password, and click Login; this will bring you to your Home page within THOR. Please note, passwords are case-sensitive.

THOR users have five primary navigation options, as shown in the Navigation menu in the left-hand menu bar: Home, Objects, Reports, Help, and Search.

Home pageThe Home page or dashboard contains three webparts: Welcome, Communications/Upcoming Changes, and My Surveys.

The Welcome webpart contains general information describing the THOR tool as it is intended to be used.

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The My Surveys webpart lists objects relevant to the logged-in user, typically facility-specific surveys in which data may be entered. This may be considered a to-do list for entering facility information.

NOTE: Folder structure and objects below are just examples.

It is recommended to enter the data in the order listed. Please see the Data Entry section for more information on entering information into the THOR system.

ObjectsThe Objects link in the Navigation menu takes you to the Objects Root page. Global objects may be viewed here, and even edited based on the user’s security access level. However, the links in the My Surveys webpart on the THOR home page, or on the Facility home page, should be used for data entry and updating.

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Actions menuThe Actions menu provides a selection of possible actions, depending on both the page being viewed in THOR and the access of the logged-in user.

EditSwitches the user from “View” mode to “Edit” mode on the current object, and allows for updates to be made. Once in “Edit” mode, click “Save” to save the changes and go back to “View” mode or click “Cancel” to return to “View” mode without saving the changes.

DeleteDeletes the current object. There is no confirmation prompt because the object can be immediately undeleted by clicking the “Restore” link. Deleted items can also be recovered by clicking “View Deleted Items” from a folder.

Import ObjectsUsers may upload bulk data in .CSV format. See the Data Entry section for more instructions on using this feature.

Filter ListThis feature allows you to display only the list of objects that you are interested in, based on criteria you enter into an entry form for that object. Click on “Apply Filter” in the Actions menu, and only those

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records matching the criteria you entered will display. The “Filter List” link be display as bold if the current list is currently filtered. To remove the filter, click “Filter List” again, then click “Remove Filter”.

Move to FolderMoves the current object to another folder.

View HistoryDisplays a history of changes on the current object or folder, including the date of the change, the person who made the change, and the name of the object. Changes between versions are highlighted in light red. There is also a Rollback feature in the View History view that allows users to revert back to a previous version of the object. NOTE: Rolling back to a previous version is permanent and cannot be undone.

View Deleted ItemsDisplays a list of objects that have been previously deleted from this folder. Objects can be restored by clicking on the object link, then clicking “Restore” on the Actions menu. Note that this option is only available from a “Folder”.

Print PreviewDisplays a list of all objects in a printable HTML table.

Copy to NewCopies the values of the current record to a new record for editing.

Delete all ChildrenDeletes all of the items in the current folder. This is normally done before performing an import.

Impersonate this UserUsed by administrators to test the security of another user. To stop impersonating, click the “Stop Impersonating” link in the top right corner of the page next to the user’s name.

Export to CSVExports the current folder into a CSV file that can be used by Excel or other spreadsheet application.

SecurityEdits the security for the current object.

About This ObjectThe “About This Object” section provides information about the item being viewed, along with links to display information about the history of the object, and the people who created and last modified the object. See the “View History” section under Actions menu (above), for more information on this feature.

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Viewing/Updating your User ProfileEach page in THOR displays the current logged-in user in the top right-hand corner of the browser window. Clicking on the user ID takes you to your profile, in View mode.

Selecting Edit in the Actions menu opens the Edit mode, in which values may be updated. Fields marked with a red asterisk (*) are required. When you are done with any updates, click on Save in the Actions menu; selecting Cancel Changes takes you back to the View mode without making any updates.

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Viewing/Updating other ObjectsVarious objects are available for viewing and updating, based on your access. Viewing an object, such as a record for a particular facility, shows the information stored in THOR about that object, along with a list of other related objects, in the Related Items webpart.

The Related Items webpart displays lists of other objects in THOR that are related to the object being viewed. Also included are the lists of links to surveys, as they display in the My Surveys webpart on the Home page.

As on the user profile object, selecting Edit in the Actions menu opens the Edit mode, in which values may be updated. Fields marked with a red asterisk (*) are required.

Data EntryThe My Surveys webpart on the Home page lists objects relevant to the logged-in user, typically facility-specific surveys in which data may be entered, listed under a link to the user’s facility information. This list of surveys may be considered a to-do list for entering facility information. Deadlines for these tasks are also listed, along with any relevant comments.

NOTE: Folder structure and objects below are just examples.

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Data entry is made easier if the information is entered in the order presented; however, there may be circumstances where an object that needs to be referenced does not yet exist in the THOR system. For example, while creating an entry for Application Installations, you find you want to relate the application to the server on which it runs. When you try to select the server from the list, you find it does not yet exist in Servers. The information already entered for the Application Installation may be saved and exited, and the related object created; or, the Add New function will allow you to create the new Server object in a separate window, and then come back to the Application Installation object you were originally entering. Please see the section below, on Related Objects, for more details.

Related ObjectsObjects in THOR are tied to one another through pre-defined relationships, such as one between Application Installation and Server. The below diagram illustrates a few relationships that exist between four defined objects in THOR.

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The relationship between Application Installation and Server allows you to report on which server(s) is hosting a particular application, as well as which applications are installed on a certain server. These relationships are

created as you complete data entry forms, every time you select to enter a related object, such as person, vendor, or server.

Example: Entering a new Server object1. From the My Surveys webpart on the THOR Home page, or from the list under Related Objects on the

facility object View page, select D. Servers.

2. A list of any existing Server data is displayed, if any has been entered or uploaded; otherwise the screen displays No Items and the list is blank.

3. Select Add New “Server” from the Folder Actions menu in the left-hand menu bar.

4. The browser now shows a blank entry for a New Server, or in other words, a new Server object in Edit mode. Enter the information in the appropriate fields, noting that fields marked with a red asterisk (*) are required.

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NOTE: Many fields have associated tooltips, providing extra instruction on what is being asked. You can find these by hovering over the field caption.

5. Select for Manufacturer, to select the organization or company that made the server. A list will display in a new window, of the entire existing Facility Vendor object. If you do not see the needed one listed, you can add a new one. See the Related Objects section above for more details.

NOTE: This establishes a relationship between the two objects.

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6. When complete, you may enter Save from the “Actions” menu, or “Save & Add New” if you are going to enter a new Server object.

7. After saving a newly-created object, you are taken to the D. Servers page, in View mode. Each of the Server objects is listed here, including the one just entered.

Bulk EditThe bulk edit feature allows a group of THOR objects to be changed simultaneously. To use this feature, first use the “Filter List” action on a folder to select the items that will be changed. Once a filter has been applied, click “Bulk Edit” under “Folder Actions”. This will display an edit form. If a value is set in a field, then that value will be saved to all of the objects in the filtered list. Click “Save” to save the changed values to all of the filtered objects. This may take some time if many objects are selected.

Bulk ImportsTHOR provides a bulk upload feature that is available in any folder. Only users with an appropriate security role—currently Site Managers and Administrators—can access this feature. Selecting “Import Objects” from the Actions menu will take you to the “Import Objects” wizard.

Page #1 – Upload File

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Data Source – Either “CSV File” or “Free Text”o CSV File – Import data from a CSV fileo Free Text – Import data from the text pasted into the text area control.

CSV File – Browse the CSV file containing the data to import. The schema of the .CSV file should match the Object Definition schema as closely as possible, although there is a field-matching feature that allows you to confirm the file data goes to the correct location.

Text – When using the “Free Text” data source, this is the data to import. The data should be in the same format as the CSV file.

Type of Child Object to Add – Select the type of object that should be added to the folder. In most cases there will only be one option because you may only select child object types that are allowed in the current folder.

Synchronize Objectso Not checked - All records in the data file will be created as new records when they are

imported.o Checked – Records in the data file will be matched with existing THOR records in the

current folder. If a match is found, then the existing record will be updated instead of a new record being created. If a match is not found, then a new record will be created. The next page in the wizard lets you select how a match is determined between the old and new objects.

Delete THOR Objects not in the CSV – This option is only available when “Synchronize Objects” is checked. When checked, existing THOR records will be deleted if no matching record can be found in the data file.

Page #2 – Field Mappings

This page allows you to verify field mappings between the import file and the fields in the new record. As long as the column names in the source file match the names of the fields, then the mappings will be automatically created. If needed, the destination column can be set to “Ignore” if the source column should not be used.

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If “Synchronize Objects” was checked, then the first row in the field mapping table will have a dark gray background. This mapping will determine how records in the new data file will be matched to the existing records.

NOTE: Some fields may be related to other objects defined in THOR. If the imported data field matches a record name in the related object, the data will be entered into the related field in the imported object, and the relationship will be established. If there is no corresponding record in the related object, the field will be left blank in the imported record. In this scenario, the user would need to create the related object, then come back to the current object and add it in the related field.

Page #3 – Sample Import

The “Sample Import” page gives a preview of the data after it has been validated. The first table shows what the new data will look like. If “Delete THOR Objects not in the CSV” was selected, then the second table is displayed which shows which existing objects were not matched and will be deleted. The bottom table shows any errors or warnings found while validating the new data. If the errors are not corrected then that field will be populated with an empty value. To fix the error, fix the data in your CSV file then start the import process over again. Click the “Save Imported Data” button to commit the changes.

Page #4 – Finished

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Now your new records have been saved. Click the link to view the folder with the new objects.

Bulk UpdatesThe Bulk Uploads feature described above may be used to simplify the process of making updates to a list of objects in THOR, especially if updates need to be made to several objects, and the updates would be more easily made in Excel than in THOR. The basic process, described in more detail below, is to export all of the existing data to an Excel spreadsheet, delete the object list in THOR, make the changes to the data in Excel, and then re-import the updated data.

Care must be taken to preserve existing relationships when exporting data, if the intent is to update it and re-import (to replace all of the existing data in THOR). Below is the bulk update process:

1. For the desired object type, look through the data and identify any fields for which relationships are established, identified by blue underlined text (links) to the related object. For example, most Servers have a relationship to a Manufacturer. If there is data in a relationship field for any of the listed objects, make a note of the name of that field.

2. Select the desired object from the Report Builder dropdown, and hit Start.

3. Select all available fields (without expanding anything) by checking the checkbox next to the object name.

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4. From the list you made of related objects, expand those objects in the Report Builder (e.g., Manufacturer), and check the box next to the field name on which the relationship is based. So if the related field was Manufacturer, you would expand that (click on the '+' sign) and check the box next to 'Name'. Do the same for all related objects.

5. When ready, export the report to Excel, and save it.

6. Make any needed updates directly to the Excel file, and be sure to save it in .csv format.

7. Before importing, you will need to have a Site Manager or a THOR Administrator (via a call to the Service Desk) clear out the existing records prior to re-importing. This is accomplished by using the Delete All Children option under the Actions menu (only viewable by those with the proper access).

8. Import the .csv file using the Import Objects link, which displays (as long as you have access) in the Actions menu on the page displaying the objects (e.g., the Servers page). See the section on importing objects, for more detail.

NOTE: Importing data from .csv files APPENDS to existing data; it does NOT replace it.

Alternatively, from the object list itself, the Print View option in the Actions menu displays a static HTML list of all the objects in one page. This may be copied and pasted into Excel for manipulation, the re-imported as described above (after first deleting all of the existing objects).

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ReportingThe Reports page first displays the Report Builder webpart, which allows you to start creating a report by first selecting the object from a drop-down list.

NOTE: Reporting options are restricted based on the user’s security role(s). For example, most facility members can only report on information from their facility.

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Select the starting object, and press Start.

Select the fields wanted in the report. Note that related objects are also displayed in the Report Builder, and that you have the option to also select fields from those related objects as well. You may also select all fields by checking the box near the starting object.

Select whether to View the Report in the browser, or Export to Excel. If you select View the Report, the report will display in the browser below the Report Builder webpart. There is currently no sorting available yet for the browser view, though this functionality is slated for a future release. You can, however, accomplish this function in Excel.

Performance ConsiderationsThe time needed to build your report grows based on the number of fields selected and the number of related objects that are included. If your report takes too long to load, try reducing the number of selected fields. Also, if you just need the name of a related object, select the “sys_Name” field for the object instead of the object’s normal name field. The “sys_Name” field can be accessed much faster than the other fields.

FilteringThe Report Builder provides a filter functionality for text-based fields in selected objects. When text is entered in the Filter text area, only the records with field values starting with the filter text will be returned in the report.

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Example: Reporting on Installed ApplicationsNOTE: The following assumes the user is associated with a particular facility, where reporting results will be limited to information from that facility. Users with Enterprise-level roles have access to all facilities, and so should limit their search by using the Filter text field for the Facility Name under System Relationships, as described in the next example.

To run a report on all Meditech applications installed at a particular facility, first go to the Report Builder by selecting Reports under the Navigation menu, in the left-hand menu bar. Select “Application Installation” as the starting object, and press Start.

The Application Installation object represents instances of applications that are installed at a particular facility. The name of the application is itself a relationship field to a global list of applications. To report on application names, expand this relationship and check the “Name” field.

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To limit the report to Meditech applications (where application names start with “Meditech”), enter Meditech in the Filter text area, and then select whether to View the Report in the browser, or Export to Excel.

Example: Reporting by Facility In the example above, the report will return all records for which the logged-in user has access. If the user just has access to one facility, then only records for that facility will display. But if the user has access to more than one facility, e.g., an Enterprise Editor/Reader, or a Site Manager of more than one facility, then records will display for those multiple facilities for which the user has access. The Filter functionality may also be used to limit report results to just one facility in these cases.

At the bottom of each object in the Report Builder are listed three system relationships: Facility, Created By, and Modified By. To limit the results to just one facility, expand the Facility relationship, and check the “Name” field.

Enter the first few letters of the desired facility’s name in the Filter text area, and run the report as normal; the example shown would return results for Barberton Citizens Hospital.

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Print View An alternate—and often faster method—of producing a simple report on a list of objects is through the Print View feature, available from the Actions menu while viewing a list of objects.

Selecting Print View displays all of the currently viewed objects in static HTML in the same browser window, all on one page. The data may be viewed, or copied from here to manipulate in Excel or Word.

SecuritySecurity in THOR is set at two levels: Enterprise level security is corporate-wide, and Site level security is based on facility. The roles and their access are listed in the following table.

Enterprise Level

EditorsMove objects/folders; grant security roles

Readers Read access everywhere

Site Level

ManagersImport data; add/setup new users; roll back

EditorsAdd/edit objects; delete/restore objects

Readers Read facility-specific data

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At each level, each role inherits everything from the lower roles; e.g., the Site Manager role includes the access that the Site Editor and Site Reader roles have.

Adding Facility Staff Members to Security Roles

Listed below are the three roles for Site Level security:

Site Level

Manager Import data; add/setup new users; roll back

Editor Add/edit objects; delete/restore objects

Reader Read facility-specific data

Site Managers have been granted Manager access, and can assign security roles to other facility members. The instructions below explain how to add facility staff members to the Site Editor role.

1. On the facility home ( ) page, in View mode (which may be reached by clicking on the facility name from the THOR home page), you should see the below Security section. The facility Site Manager should be listed in the first field.

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2. From the Actions menu in the left-hand menu bar, select Edit….

3. The button allows you to select facility staff members to add to any of the roles.

4. Hit Save in the Actions menu when done (or Save & Add New…, if more are to be added), to commit the updates.

Definitions & Acronyms

Object

1. A thing of significance, either real or conceptual, about which the business or system being modeled needs to hold information. It is generally a self-contained piece of data that can be referenced as a unit. In THOR, object definitions are created by Administrators and Form Designers. An object definition is analogous to a database table; an object would be a record in that table.

2. An instance of an object definition. The object definition defines the properties that make up its related instances.

Object Definition

A collection of questions, attributes, and relationships. An object definition describes the rules by which an object behaves.

THOR

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The Healthcare Object Repository

Trigger

A trigger is a question or attribute immediately preceding a nested field section. The value of a nested field is used to match against a trigger question’s selected value.

Webpart

A self-contained module consisting of similarly grouped content. Webparts tend to exist within dashboards. Webparts are generally customizable, reusable, and dynamic.

Dashboard

A consolidated view of specific information from multiple sources contained within webparts.

Nested Field(s)

One or more fields that are displayed only when the trigger question has a certain value.

Delegate

To assign application rights associated with one user account to another user account.

Administrator

A user account or group that has full access to THOR.

Site Manager

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A group that has full access to items within a given facility.

Schema

See “Object Definition”.

Survey

The process of gathering information. A collection of information.

Assessment

The process of documenting measurable items. (syn) Evaluation.

Reports

Information dissemination documents often as a result of a query. Reports may contain text, data, graphics, and calculations.

Relationship

An association between object definitions. Each end of the relationship can also set limits on the number of objects that can be related at a time. For example, a facility can only have one primary contact so THOR will only let you select one person in the “Primary Contact” field.

Version

1. A checkpoint at which data varies from its previous state or condition.

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2. A version of a software or hardware product adds new and/or updated features and is designed to replace an older version of the same product.

Tooltips

A common graphical user interface element that provides details or descriptions of an item, when used in conjunction with a hovering cursor or mouse pointer.

Edit Mode

A mode for which data changes can be applied and saved.

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