User Workflows

Submitting a Validation

1. Open the Worklist

On the Enterprise landing page, click the Visit button for Pathfinder.

In the Cohort Pivot Grid, click a number to open the worklist for that cohort.

2. Select a Pathway for Validation

In the Worklist, select a pathway from the grid for validation by clicking on the row.

3. Open a Validation Form

The default form is the RTT Validation form. You can select another form by clicking the arrow icon on the right of the Open Validation button.

Alternatively, you can double-click on a grid row to open the default form for that pathway.

4. Complete All Required Fields

Complete all required fields in the form. If you submit the form without competing all the required fields, you will be prompted to complete them.

If the pathway has already been validated, the saved validation will be displayed. You can edit any of the pre-populated fields. When you are finished editing, click Submit to save your changes.

5. Save the Validation

Click the Submit button to save the validation. The validation will be saved, and the validation form modal will be closed.

The worklist validation progress bar will be updated to reflect the new validation status.

Viewing and Editing Historic Validations

Validation History

At the bottom of the validation form, the validation history for the pathway is displayed as a list of validations in grid format. All validation data is displayed.

To view the details of a completed validation, click the View button on the left-hand side of the row to open the historic validation form.

The form fields will be pre-populated with the data from the saved validation, and will not initially be editable. To enable editing, click the Edit button in the form footer. Alternatively, you can click the New Form button to clear the form fields. When you are finished editing, click Submit to save your changes.

Peer Review

To submit a peer review of a completed validation, click the Peer Review button on the left-hand side of the row to open the peer review section in the historic form. You can select Pass or Fail, and enter your comments.

If you select Fail, you are required to select a reason for the failure from the dropdown menu. You can also choose to notify the validator of your review by clicking the Notify Validator checkbox.

Creating a Custom Worklist Template

1. Open a Worklist

Open a Worklist, as described in the Submitting a Validation section.

2. Add Custom Columns to the Worklist

You can add or remove columns to the worklist to display additional information about the pathways. Click the Columns button on the right of the worklist and select the columns you want to display.

3. Save a Custom Worklist Template

You can save Custom Worklist Templates. These will contain any changes that you have applied to the worklist:

• Columns that you have added or removed
• Column Filters that you have applied
• Changes to the sort order of the columns

Click the Save Worklist button to open the Save Worklist modal.

You can choose to save the worklist as a New Template or Overwrite an existing template.

To overwrite an existing template, select the template from the dropdown list and click Save.

To save the worklist as a new template, enter a name for the template and click Save As.

Sharing a Worklist

⚠️ This feature is in preview and might display unexpected behaviour.

Separate worklists can be allocated to one or more validators individually by using the Share Worklist functionality.

Once a worklist has been shared, you can track progress through LUNA.

You can also name the worklist, select the users you want to share it with (or copy a link) and add any comments you want to include with the shared worklist.

A switch is also provided, which allows you to either share the dynamic list that will keep up to date (Full Worklist), or fix the worklist with an optional range to share a specific number of pathways (Fixed Pathways).

Note: The current Worklist Template will be saved with the shared worklist. This will be applied when the shared worklist is opened.

1. Right click on any worklist you want to share.
2. Select Share Worklist to open the modal.
3. Here you can choose to fix the worklist with a custom range or have it dynamically updated.
4. Enter a worklist name in the provided field.
5. Select the users you want to share the worklist with.
6. Enter any comments you want to include with the shared worklist.
7. Click the Share button to share the worklist or the Copy Link button to copy a link to your clipboard for manual sharing.

Managing Users

1. Open the Profile menu by clicking on the User Profile icon in the top right corner of the screen, and selecting Configuration from the dropdown menu.

1. Select Users from the menu on the left to open the Users table.

Adding a User

1. Double-click a row to open the Add or Modify Users modal.
2. Enter the user's details in the provided fields. Note: The email, and User Role fields are required.

1. Click the Save button to save the new user.

For more information, see the Configuration section in the user guide.

Editing a User

An existing user can be edited by double-clicking the relevant row in the Users table to open the Add or Modify Users modal.

Deleting a User

1. Select the row you wish to delete by clicking the checkbox on the left of the row. You can delete multiple rows at once.
2. Click the Delete Row button to delete the selected row(s).

Exporting a Worklist

1. Open a worklist that you want to export.

2. Right-click the worklist and select Export. You can export the worklist as a CSV or Excel file.

3. Alternatively, you can click the Export Excel button in the top right of the worklist to export the worklist as an Excel file.

Loading a Filter Combination

1. Click the Open Filters button in the top navbar to open the Filters panel.

2. If any filter combinations have been saved in your environment, the latest one will be applied when Pathfinder is loaded. The applied combination will be displayed on a tag at the top of the panel.

3. Click the Load button, or on the forementioned tag, to open the Load Filter Combination modal.

4. Select the filter combination you want to load from the dropdown list, then click the Apply Filters button to apply the selected combination. This combination will be applied if you refresh the page or navigate away from the page and return.