Shows the Notification Date and the Recipient of the in-system alert notifications that have been generated for the open file. To see a complete list, click the More Alerts link (Viewing File Alerts). The In-system Alert Notifications dialog opens to display all alerts.

Displays a chronological list of all activity on this file, with the most recent activity at the top. In the Date column, the date is displayed in the dd/mm/yyyy hh:mm:ss format. When this widget is expanded it lists all activity for the file. To see a complete list, click View More Entries… (Viewing the File Audit Log). The Audit Log dialog box opens to display all activity.

Administrators have access to the file and system audit logs. This provides them with all activity performed on files as well as system events, such as logins, configuration changes and session timeouts, to name a few. See Audit Logs for details.

Provides links to the various sections of the management form. Click a link to jump to that section of the form.

Presents the Status of the file export and the name of the partner (e.g., a patient safety organization or state agency such as PA-PSRS) to whom it was sent each time the file was exported. This feature is used in conjunction with the File Interchange module.

Allows you to see a list of files which are linked to the current file and allows you to link other incident, feedback or claims files.

To open a linked file, click on the file link (i.e. General EventA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event. type, File D, name). The current file will close and the linked file open. If there are unsaved changes to the current file, a confirmation dialog will prompt you to return to the form or exit without saving.

Note: if you do not have access to the linked file, the file will not open.

Additional links are also available:

• Unlink – removes the file from the folder.
• More – shows all files that are and may be linked to the current file, i.e., all files that are linked to any of the currently linked files. (For example, Files A and B are linked, and Files B and C are also linked. In the Linked Files list for File A, File B appears as a linked file and File C appears as a “possibly linked file”.)
• Add Linked Files – displays a File ID field. Enter the File ID number of the file to be linked to the current file. Alternatively, you can use the Search link to search for a file.
• Search – opens a search dialog to find the file to link to the current file
• FoldersElectronic bins used to store files with similar attributes. Folders are created and populated from the management form. – shows the folders into which the file has been placed. See Adding Files to a Folder.

This option appears when the current file is a duplicate file.

Displays the current file's primary file including the primary file's status, a link to the primary file, and the date that the primary file was submitted.

To open the primary file, click the file link.

Note: if you do not have access to the primary file, a padlock icon will appear rather than a file link, to show that access to the file is locked.

Additional links are also available:

• Unlink - removes the link to the primary file. Changes the current file from a duplicate file to a primary file.
• Compare (existing primary file) - shows a comparison between the current file and its primary file.
• Change Primary - changes the existing primary file to the primary file found in the File search box.
• Compare (new primary file) - shows a comparison between the current file and the file found in the File search box.

Note: this link is only available to users with the Manage Primary/Duplicate Files role function.

This option appears when the current file is a primary file.

Displays the current file's duplicate files, if any are associated. Displays the duplicate files' states, links to the duplicate files, and the dates that the duplicate files were submitted.

To open a duplicate file, click the file link.

Note: if you do not have access to the duplicate file, the file will not open.

Additional links are also available:

• Unlink - removes the link to the duplicate file.
• Compare (existing duplicate file) - shows a comparison between the current file and its duplicate file.
• Add - adds the file found in the File search box as a duplicate for the current file.
• Compare (new duplicate file) - shows a comparison between the current file and the file found in the File search box.

Note: this link is only available to users with the Manage Primary/Duplicate Files role function.

Displays a count of all related files (that the user has access to). Clicking on the link opens a dialog box that lists the five (5) most recent files that also include any of the patients listed in the current file. This also contains the Explore Patients button, which opens the Patient Center for further investigation of the patient's history. See Viewing Related Files.

Note: this link is only available to users with the Allow User to access Patient Center role function.

Allows you to view the file’s original summary, current summary or follow-up summary, based on the roles assigned to your user profile. The summary opens in a new window (Viewing a File Summary).

• Original Summary – the information included in the file at time of its submission.
• Current Summary – the information currently included in the file.
• Follow-up Summary – lists the details of the follow-ups that currently appear in the file.
• Task Summary – lists the details of the tasks that currently appear in the file.
• Party Involved Summary (RL6:Claims only) – shows all details for the parties who have been added to the file.