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:

  • The form must be Approved in the Cortex Designer app.
  • A Request for Deployment must be made by the relevant form designer.
  • 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


  • Check Request for Deployment.  This should include the appropriate governance information.
  • Check that form version has been "Approved" in Cortex Designer.


  • In the menu at the top right, Tap "Publish". 

  


  • Check that the form version is "Published".

 


  • Find relevant workflow in Cortex admin.


  • The Click/Tap "Edit"
  • Check the name - if name has been changed in Cortex Designer, then change in Cortex admin
  • Check the Delivery options and change if necessary
  • Under "Form" choose the new version of the form

  • 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" version 1of the form.


  • Under "Workflow", Tap/click "New".


  • Enter name - this will be the same as the Published form from the Cortex Designer.
  • Choose the appropriate "Type" - Order, Note, Care Plan or Clinical Summary.
  • Choose appropriate "Parent" - this is just the broad Category most appropriate to the type of workflow.
  • Tap/click 'Visible in List'
  • 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:

  • medical (this matches with the Medical Notes timeline filter)
  • nursing (this matches with the Nursing Notes timeline filter)
  • allied_health (this matches with the Allied Health Notes timeline filter)
  • procedure (this matches with the Procedures  timeline filter)
  • research (this matches with the Research Notes timeline filter)
  • meeting (this matches with the Meeting Notes timeline filter)
  • transfer_of_care (this matches with the Transfer of Care timeline filter)
  • community (this matches with the Community timeline filter)
  • If the workflow is a Ward Round Note, also add ward_round_note to the Tags field, separated by a space from other tags.
  • Choose the appropriate Departments that this workflow will be shown under.  For multiple departments, use the command key.
  • Select the new version 1 form that has just been published in the Cortex Designer
  • Choose the appropriate Delivery options.  For multiple, use the command key. 
    • All clinical documents at CDHB should have HCS Progress notes as a Delivery option, unless otherwise specified.
  • Tap/click "Save".  
  • The new workflow is now live for users.