Messages flowing through a workflow will have a transaction log that can be searched and reported on. This allow step-level visibility into any workflow.
Transaction Reports
Transaction Reports are used to see high level view of workflow transactions for a specific timeframe.
1) Select the Transaction Report query screen: Reporting > Transactions > Report
2) Choose tab for type of message for report: HL7 or CDA or IHE
3) Enter Report Criteria: (varies depending on type of message)
- Queue: the name or partial name of the inbound queue to report on
- Facility: the facility name initiating the transaction
- From Date-Time: start date time (UTC)
- To Date-Time: end date time (UTC)
- Message Type: (for HL7: ADT, ORU, etc)
- X-Axis: this will determine the first column of the report, how counts are aggregated and how the graph is displayed. For example: choosing "facility" will group and graphs by facility name, but "date" can be used to show transaction counts across days.
4) Run Report: select the "report" button and wait for results. Depending how large a query, this can take a couple of mins.
5) Report Results: The report is broken into 3 parts:
Graph: show graph of messages and facilitys for the current selection in the results table
Quick Filter Select: select only certain result to show in table and graph by selecting them
Results Table: shows the report results by X-axis choosen , msg type or secondary code and result.
note: you can filter the results by typing any text into the search box in upper right. For example typing "error" will only show rows with the text "error" in it.
Transaction Details Search
Transaction Details are used to find specific transaction details within a workflow.
1) Select the Transaction Search query screen: Reporting > Transactions > Search
(use "workflow" for workflow transactions and "push" messages, use IHE for Query and Retrieve protocols)
2) Choose tab for all message types
3) Enter Report Criteria:
- Queue: the name or partial name of the inbound queue to report on
- From Date-Time: start date time (UTC)
- To Date-Time: end date time (UTC)
- Message Type: (for HL7: ADT, ORU, etc)
- Facility: name of facility
- End Result: workflow result - this is the text that the report generates. e.g. Success: Moved Payload to S3
4) Run Search: select the "search" button and wait for results. Depending how large a query, this can take a couple of mins.
Note: due to number of transactions, only the first 100 or so will be viewable. If search for a specific transaction, please filter more data via criteria.
5) Search Results: The details of each transaction matching the search is shown.
clicking on the "view" link on any step shows the intermediary file results at that step.
