Background

Cortex forms are designed in the Cortex Designer app.  

Cortex workflows are managed in the Cortex web admin.  A 'workflow' in Cortex consists of a form, delivery option, and the relevant settings for how the form is handled in the Cortex app.


The stages of deploying a new Cortex form are:

  1. The form must be Approved in the Cortex Designer app
  2. A Request for Deployment must be made by the relevant form designer
  3. The form is deployed by someone with relevant permissions to the Cortex admin


This article describes the third part of the process, which is managed by a Cortex administrator.  The first section describes the process of updating an existing workflow with a new version of the form.  The second section describes the process of deploying a new workflow.  

It is important to check that the Cortex Designer is connected to the internet for the process.




Updating an existing workflow with a new form version


  1. Check Request for Deployment.  This should include the appropriate governance information.
  2. Check that form version has been Approved in Cortex Designer
  3. In the menu at the top right, choose 'Publish'.  
  4. Check that the form version is 'Published'. 
  5. Find relevant workflow in Cortex admin
  6. The click/tap 'Edit'
  7. Check the name - if name has been changed in Cortex Designer, then change in Cortex admin
  8. Check the Delivery options and change if necessary
  9. Under 'Form' choose the new version of the form
  10. Tap/click 'save'.  The new version is now live in Cortex




Creating a new workflow


If this is a new workflow, then this will have to be created in Cortex admin.  As above, first 'Publish' the version 1 of the form.


  1. Under 'Workflow', tap/select 'New'
  2. Enter name - this will be the same as the Published form from the Cortex Designer
  3. Choose the appropriate 'Type' - Order, Note, Care Plan or Clinical Summary
  4. Choose appropriate 'Parent' - this is just the broad Category most appropriate to the type of workflow.
  5. Tick 'Visible in List'
  6. Under 'Tags', enter the appropriate tags for the workflow to behave appropriately with the timeline filters in Cortex.  Multiple tags are separated by a space.  The options are:
    1. medical (this matches with the Medical Notes timeline filter)
    2. nursing (this matches with the Nursing Notes timeline filter)
    3. allied_health (this matches with the Allied Health Notes timeline filter)
    4. procedure (this matches with the Procedures  timeline filter)
    5. research (this matches with the Research Notes timeline filter)
    6. meeting (this matches with the Meeting Notes timeline filter)
    7. transfer_of_care (this matches with the Transfer of Care timeline filter)
  7. If the workflow is a Ward Round Note, also add ward_round_note to the Tags field, separated by a space from other tags
  8. Choose the appropriate Departments that this workflow will be shown under.  For multiple departments, use the command key.
  9. Select the new version 1 form that has just been published in the Cortex Designer
  10. Choose the appropriate Delivery options.  For multiple, use the command key. 
    1. All clinical documents at CDHB should have HCS Progress notes as a Delivery option, unless otherwise specified.
  11. Choose 'Save'.  The new workflow is now live for users.