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userzone:userdoc:modifying_a_track

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userzone:userdoc:modifying_a_track [2014/10/20 15:23]
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-====== Modifying a track ====== 
  
-After a track has been created and used there is often a need for changes. Thankfully almost everything about a track can be changed: fields and rounds can be added, changed or deleted; track events and assigned organizations can be changed and even the track type can sometimes be changed. 
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-However: not all changes are effective immediately. As thousands of tracks can be assigned to patients the process of adjusting these assigned tracks can take a long time and are therefore performed in a separate process: the assignment check. 
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-===== Changes that never happen ===== 
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-When a survey has been answered the token corresponding to that survey will **never** be changed by the program. You can manually change these tokens, but otherwise token never change once they have been answered. 
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-===== What happens at once ===== 
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-All **new** tracks will start using the new definitions at once, but for existing tracks only some changes have an immediate effect: 
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-  - Changes to the survey definition in the source. 
-  - Changed field definitions will do nothing until someone or a process acts on those fields. Then the new definition will be used. 
-  - Changed round calculations will be used only when the track recalculates,​ e.g. after a survey was answered. 
-  - Changes in the use from and until fields as well as the organizations allowed to add the track will be effective immediately. Existing assigned tracks will remain active though. 
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-===== Changes that need an assignment check ===== 
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-The assignment check can be performed in the Track builder for either a single track or for all tracks. 
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-  - New tokens will be created for new rounds 
-  - Deleted ans inactive rounds will be removed if they have not been answered ​ 
-  - Rounds whose survey has changed will be updated, unless the survey has been answered 
-  - Changes to the round description and round order 
-  - All date calculations are performed using the new settings 
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-===== Changes that need Field recalculation ===== 
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-Some fields, e.g. appointment fields and location fields can be defined to be filled automatically. ​ 
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-Once this definition is changed the fields are recalculated the next time the fields change, but you can apply this recalculation manually in the Track builder for either a single track or for all tracks. 
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-This process will not automatically create new tracks when automatic track creating is enabled. That check only occurs when an appointment is changed. 
userzone/userdoc/modifying_a_track.1413811408.txt.gz · Last modified: 2020/03/12 12:08 (external edit)