Independent Workscreen (General Document Repository)

Created by Ben Fredricks, Modified on Sat, Dec 28, 2024 at 9:41 PM by Ben Fredricks

Related to Product: SectyrHub 340B

Applies to: Service Providers, System Users, Covered Entity Users

Description: This article explains the workflow for the Indpendent Workscreen (IW) accessed from the Covered Entity level. The purpose of these workscreens is to store related documentation in one place and note important information related to said documentation. It serves as a catchall for 340B-related documentation not addressed by the logic-based workflows built into the solution.

Create a New IW Workscreen:

To create a new Independent Workscreen, click the "New Workscreen" button located in the top right corner of the IW listing page. This will direct you to a new workscreen where the documents can be uploaded, and information added. Note that the workscreen must have a name in order to be saved.

To save the workscreen at any time, click the blue Save button located at the bottom of the page.

Category:

A category can be assigned to the workscreen by selecting the appropriate category from the dropdown. Once selected, the category color will display in the swatch below. The category will be displayed on the listing page to provide greater oversight and organization of the Independent Workscreens. The categories are created in a separate section. To learn more about creating Categories, please refer to the article: How To: Creating Independent Workscreens Categories for more information. If no category is selected, it will default to General.

Files:

Multiple files can be added to a workscreen. It is helpful to think of the workscreen as a "portfolio" where you can store original documents as well as its related amendments and supplemental documentation.

To add a file, click the Select Files button and select the appropriate files from your computer.

Once a file is uploaded, add an optional description as free text, select the document type (Original, Original w/ Amendment, Amendment/ Notice, Other), and set a status (Executed, Archived, Draft). Note that it will default as type Original and status Draft.

To filter the documents table, click the magnifying glass for the column you would like to filter by, enter in your search term, and click enter. You can filter by more than one column header at a time as well. Clicking a column header will sort the list into ascending/descending order.

To delete a file, click the red X located in the actions column.

Description and Point of Contact:

If there is helpful information regarding the documents you would like to have available at a glance, it can be added as free text within the Description box located at the bottom of the workscreen. The Description box allows for formatting as well.

To add additional points of contact for the workscreen, click the +Add Contact button and fill in the additional fields. Multiple points of contact can be added.

Once completed, click the blue Save button located at the bottom of the screen.

Please open a ticket if you have any additional questions or concerns. We're happy to help.

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