Once you have selected a queue from the Validator main screen, and pressed the Review button, the Validator review screen will appear enabling you to approve the cases on this queue. This screen contains the following information:
- A view of the data in the case. This view is the same as the view of the case in the Knowlege Builder.
- The report given by the Knowledge Base.
- Any internal comments given by the Knowledge Base.
- Any notes added by another user (if this case has been referred).
- Buttons for working with the case.
- A status bar showing the history of the current validation session.
The possible actions are, in summary, to approve the interpretation of the case, refer it to someone else, or hold it for later.
Approving the Interpretation
If you are satisfied that the current report is suitable for release, simply press the ‘Accept‘ button which will send that report back to the Online Information System with a flag indicating that the report is ready for release.
If the current report needs some modification before it can be released, edit the interpretation as required. If a complete comment needs to be added, you can pick from the list of existing comments using the ‘Insert comment‘ button.
Once the edited report is ready for release, press the ‘Accept with Change‘ button. You will then be asked to give a reason why the report was changed, as a guide for the user who will later update the Knowledge Base. Once you press ‘OK‘, the edited report will be sent back to the Online Information System with a flag indicating that it is ready for release. A copy of the case, with your reason for change, will be sent to the Knowledge Builder. The Knowledge Builder user will then be able to update the Knowledge Base (i.e. the project) so that subsequent reports for this type of case will be correct.
Once you have approved a report, it will immediately be sent back to the Online Information System. If you believe that you might have mistakenly approved an inappropriate report, contact your System Administrator immediately. The status bar contains a button for showing the cases that you have reviewed so far in this session.
Referring a Case
If there is another Validator user who should check the report, the case can be referred to that person’s queue. Click the ‘Refer‘ button and then select either the default queue or a specific user’s queue. Your IT administrator can associate email addresses with each user so that the user is informed by email of the arrival of a case in their queue. For more information see Referring a case.
Editing a case
If there are one or more forms given by rules for this case, you can add or edit data to the current episode of the case using the questionnaire defined by those forms. The case will then be re-interpreted and its report updated. To edit, click on the menu item Action | Edit.
This menu item will be disabled if there are no forms given for this case.
Skipping a Case
If you wish to deal with the case at another time (i.e. when some pending tests have been completed), you can press the ‘Skip‘ button. The case will be available next time you review the queue. The latest version of the test results will be shown at that time.
Going back
Press the ‘Back‘ button to look at cases you have previously approved, referred or skipped on this queue, in this current session.
NB: You will not be able to change a report that you had previously approved or referred.
Deleting a Case
A final possibility is to delete the case. To do this, choose the ‘Action‘ menu and then ‘Delete‘. Note: this will mean that the corresponding report will not be sent back to the Online Information System.
Finding a particular Case
By default, cases are presented for review in the order specified by the Validator main screen. (For more information, see Setting the order of cases on a queue). If however you want to review a particular case that you believe is on this queue, choose the ‘File‘ menu and then ‘Find Case‘. A window will appear allowing you to enter the name of the required case, or you can select it from the drop-down list. Once the required name has been selected, click the ‘Get Case‘ button to review the case.
Closing the review screen
Once you have finished reviewing cases on a queue, it is important to close the queue by clicking the ‘Close‘ button. Any cases that have been queued to you but not yet reviewed will be returned to the RippleDown server and so will be accessible by other users.