THESE 4 UPDATES WERE RELEASED ON JUNE 9, 2022
1. ADD NOTES TO USER PROFILE – WEB APP WE IMPLEMENTED A NEW FEATURE ALLOWING COMPANY ADMINS TO ADD
NOTES TO A USER'S PROFILE PAGE
Only admins can access the UI for viewing and adding notes. This feature incorporates a rich-text-editor
component that allows admins to give some structure to their notes, rather than just inputting plain text.
To enable this feature, go to Preferences select User and Passport. At the bottom of the page is a section
called "Administrative Settings"- just check the checkbox with the label "Allow Admins to Add Notes to
User Profile" to enable this feature.
Notes could be added on the user's profile page: under the 'Testing' section. You will see a section with
the heading called 'User Notes' with a text button “Add Note”.
You will be able to input in selected styles that will be preserved after the note submission. After the note
is added, you should see your user ID next to 'Added by: 'and the date next to 'Added on: '.
Company admin can add as many notes as required and see them in a list in descending order (by date).
2. CASE MANAGEMENT REPORTS – WEB APP
WITH THE CONTACT TRACING MODULE ENABLED, THE COMPANY ADMIN IS ABLE TO DOWNLOAD A CASE MANAGEMENT REPORT AND REVIEW INFORMATION ABOUT POSITIVE CASES REPORTED BY USERS
The text button "Download Case Management Report” is located on the Manage/Cases page.
The case management report will contain user profile fields selected for the Case Notes.
3. ADD TEST FORM/COLLECT CASE MANAGEMENT INFORMATION – WEB APP
THIS FEATURE ALLOWS COMPANIES TO BUILD A CUSTOM QUESTION FORM FOR EMPLOYEES TO USE WHEN SUBMITTING POSITIVE TEST RESULTS.
This feature is in it’s preliminary stages will be further improved. As of the present moment the feature
includes the following:
● Ability for Admins to build a custom case notes question form
● Ability for Admins to add a custom conclusion message at the end of the form
● Ability for Admins to switch this feature on and off, meaning that if it is off, when a test result is
submitted, the submission modal will close without displaying the question form
● Ability for employees to answer the custom questions after submitting a test (through a form that
displays immediately after the test result submission)
● Ability for employees to view their notes when they inspect their own test results table
● Ability for Admins to edit the notes that employees have submitted
Note: This feature requires the Testing Module to be enabled with Tests Validation disabled.
Once the feature is activated by CareValidate, Company Admins are able to see the text area field with
the label “Test Result Questions Form Conclusion”. In Preferences select 'Testing'. A custom message
that will be seen on the conclusion page of the custom form can be entered here.
Below, in Testing Preferences you will find 'User Profile Information'. The checked fields in this section will
appear on the right side under the heading "Disable editing in the following fields" and will present in the
Case Notes form to be filled out by the user. The fields checked in the "Disable editing in the following
fields" section will be disabled for editing by the user in the Case Notes form.
Custom questions for the Case Notes can be created in the questions form builder.
Admins can choose from: Text, Date, Selected Option (dropdown selector), and a Multiple Input (sub
Once the positive test result has been submitted by the user, they will be able to fill out the "Test Result
Questions For Case Management" form. Once completed the user will arrive at the conclusion page with
the custom conclusion message. Once the user clicks the 'Finish' button the case notes are submitted,
saved, and can be seen in the user’s Testing table by selecting the text "Show Notes".
4. ADD ADDITIONAL NOTES TO CASE NOTES – WEB APP
WE ENABLED THE POSSIBILITY FOR COMPANY ADMINS TO ADD EXTRA NOTES TO THE CASE NOTES.
Company Admins are able to record important facts or/and observations about a user’s case from a
business perspective. Admin Notes to individual cases can be added in the special text field and further
viewed/edited. The company admin can also open the users’ answers/notes, and edit these answers.
Users will be able to see their own case notes but are unable able to edit the answers once submitted.
The text field is located on the last screen of Case Notes with the conclusion message. Clicking on the
'Add Admin Note' button activates a text editor.
After Admin notes are submitted, they will be saved and should reappear in the editor if the Admin
reopens the test results.
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