Profiles and Defaults

Question 1

Tools to ease the collection of data for items in Prelude workflows.

Answer 1

Item Profiles
Item Defaults

Question 2

Item Profiles

Answer 2

Allow you to control the behavior of a field in Prelude activities. In some cases they create visual indicators to guide end user (e.g. a stop sign or yield sign)

Question 3

Where can you link item profiles?

Answer 3

Facility
Service Area
Location
Department
Shared Security Class
They follow the rule of specificity.

Question 4

How to find the profile activity of a workflow?

Answer 4

Go workflow
Press CTRL+ALT+G
Add screenshot

Question 5

What are the profiled activities?

Answer 5

If you build a profile for each activity listed, the system will alter the field to show the most restrictive profile.
Listed form most restrictive to least restrictive.
Skip or Read Only
Skip if full or edit once
Required
Recommended
None

Question 6

What are the four required parts to setting an item profile?

Answer 6

Choose the item by filling in the INI and item number
Choose the value, such as recommended
Select the records to which your item profile will be linked.
Select the activity to which the item profile will be applied.

Question 7

Item default

Answer 7

They are used to automatically select a value for a field. They are used using the Item Default Editor. The value that you specify in the item default will appear in the field ONLY if the field is not already filled out. Staff can change the field.

Question 8

What are the required parts to setting an item default?

Answer 8

Choose the item by filling in the INI and item number
Choose the value
Select the record to which your item default will be linked
Select the activity to which your item default will be applied.

Question 9

You can use the item default to make an item required

Answer 9

False

Question 10

Which values can you select from for the item profile?

Answer 10

Recommended
Read only