Lantana Group Blog

Courtney Panaia-Rodi,
PMP, Director of PMO and
Meenaxi Gosai, Information Analyst

What’s New in Trifolia 2.17

Released on Thursday, Feb 19, 2015

Requesting Permissions

Editing permission is controlled by the settings of each implementation guide (IG). In earlier versions, it was not obvious when a user did not have permissions to access (or edit) an IG. An addition to the permissions feature now allows the user to request access to an IG for viewing and editing. IG settings control whether or not the guide is listed as available for access through “Allow Access Control” in the Edit Implementation Guide window. In the Browse Implementation Guides list, those that have the option to be accessed show a “Request Access” link. Requests for access are directed via email to the individual selected in the new “Access Manager” field of the IG. Note: IGs only show up on the “Request Access” window if an “Access Manager” is defined and “Allow Access Requests” is set to “Yes”. Figure 1: Access Settings in Edit Implementation Guide Window edit implementation guide 2.17             Figure 2: Request Access Window request access window 2.17  

Permission Notifications

A new checkbox on the “Edit Implementation Guide” screen allows permission notifications to be sent to the new users or groups being granted access to the IG. Notifications are only sent out to new users/groups; pre-existing permissions are not re-notified. The notification email sent to each user includes a link to view the IG, and specifies what types of permission have been granted. Figure 3: Permission Notification Option in Edit Implementation Guide Window permissions notification 2.17                 Figure 4: Notification Email Example notification email example

MS Word Export Default Settings

There are many options for exporting templates to the MS Word format. Appropriate publication settings vary from one implementation guide to the next and re-applying those settings for every export to MS Word takes time. Template authors can now customize “default” settings for an IG on the MS Word Export screen. A new checkbox at the bottom of the export settings screen allows the currently selected settings to be saved as the default settings for that IG. Note: This option is only available to template authors that have “edit” permission on the selected IG. The new default settings remain in effect when other users export the IG. Figure 6: Saving Custom Export Settings export template form 2.17

MS Word Export Value Set Settings

Export Templates to MS Word now allows users to define the “value set member maximum” for each value set. The “Value Set” tab in the Export Templates window contains a list of all value sets used in that IG. This feature allows the user to customize the maximum number of members printed for each value set. Note: The “MS Word Export Default Settings” applies to each value set setting; customizations of these settings are also saved as part of the default settings, when selected. Figure 5: Defining Maximum Number of Value Set Members Shown define maximum value sets                

Development Log

Defect Empty CodeSystem element appearing in XML export
Defect Template editor’s datatype validation should be ignored for FHIR templates
Defect Value sets exported with ellipses even when there are no more active values in the set
Improvement Editing code systems should not allow duplicate identifiers
Improvement Code system identifiers should be treated similarly to template identifiers
Improvement Value set identifiers are not required to be unique
Improvement Treat value set identifiers the same as template identifiers
Improvement Schematron should include disclaimer
Improvement Export IG: Allow override of default number of printed out values in a value set
Improvement Copy Template – have the implied template come up in the metadata fields
New Feature Notify users when they are given permissions to an implementation guide
New Feature Allow authors to “request access” to implementation guides
New Feature Add “Implies” type to “Relationships” tab on Template Viewer
New Feature Select a Value Set dialog has a link for “more results”
New Feature Default settings for MS Word Export on IG

What’s Next?

The following table describes what is currently planned to be completed in the coming weeks. This list changes regularly; it is not guaranteed that all items on the list will be included in the next release, nor that they will be completed in the order they are shown below.
New Feature Web-based view of published implementation guides
Improvement Conforms to template – add a note stating which IG the implied template is defined in
Improvement Warn when template has same OID as another (when it’s not versioned)
Improvement Schematron support warnings and errors for retired and terminated templates
New Feature Upon versioning, allow automatic update of template references
Improvement Constraint editor screen: Search for template results change from alphabetical to best match
New Feature Allow users to re-order duplicated elements
Improvement New Version of template – copy example from previous version