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userzone:userdoc:modifying_a_track [2015/03/19 18:49] Matijs removed |
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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 is 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. |