Configuration Tutorial - Health Log

[aepulzaini]

Hi

Today, I would like to share with you how to configure a health log module in INISTATE.
The health log module allows you to record employee health related documents sort by document types.

Problem
Difficulty manage employee health related documents - Manually manage employee health documents usually will consume a lot of cost and time, especially when need to sort it by document types that require a lot of files.

Objective
Easy manage employee health related documents. - allowing you to manage employee health related document efficiently with auto sort by the documents type.

Step By Step

1. Access your workspace builder.
   

   
   
   
   

2. In builder, under module section, click “+ New” to add new module.
   

   

3. Create 2 module.

4. Set a name and emoji for each module (eg : Health Records & Documents Type)

Add Information

Module : Documents Type

1. Select module Documents Type.

2. Click information section.

3. Click “+ New”

4. Set a name and information type as below :

• Type - Text
• Icon - Image
• Documents - Table
  *Image - Image
  *File - File
  *Notes - Multiline Text
  *Person Name - Text
  *Details - Module (Module : Health Records, Display info : Document ID)
  
  

Module : Health Records

1. Select module Health Records.

2. Select information section.

3. Click “+ New”

4. Set a name and information type as below :

• First Name - Text
• Last Name - Text
• Full Name - Text
• DOB - Date
• Image - Image
• Person - Text
• Doc Type - Module ( Module : Documents Type, Display information : Type)
• Image Scan - Image
• File Upload - File
• Notes - Multiline Text
• Documents - Table
  *Doc Type - Module (Module : Documents Type , Display information : Type)
  *Image - Image
  *File - File
  *Notes - Multiline Text
  
  

Add Activity
Module : Health Record

1. Select module Health Records

2. Click Activity section.

3. Click “+ New”

4. Add 2 activity.

5. Set name and form (if have form) for each activity, example :

   1.Add Documents

   • Click orange “+” to add form.
     

     

   • Click “Click to add”

   • Scroll down until information ( Added information)
     

     

   • Add information and formula as below :
     *Person - Formula - #Entry#FullName
     *Doc Type
     *Image Scan
     *File Upload
     *Notes

   2.Update Table

   • Click orange “+” to add form
   • Click “Click to add”.
   • Scroll down until information section ( information added)
   • Add information as below
     *Documents
     
     

Add Listing

Module : Health Records

1. Select module Health Records.

2. Click Listing section

3. Click “+ New”

4. Add 2 listing

5. Set a name, emoji, filter condition (if have), and list design (Web & Mobile) as below :

• This Month
  

  

• All
  

  

Automation

Module : Health Records

Condition - Reset “Add Documents” activity form every time activity execution.

1. Select module Health Records.

2. Click Activity Section.

3. Click “Add Documents” activity.

4. Scroll down of the form.

5. Enable Automation.
   

   

6. Drag Condition block

7. Set value - #Initial
   

   

8. Drag action block

9. Add action, Set

• Variable - #Form
• Value :
  *Doc Type - None
  *Image Scan - None
  *File Upload - None
  *Notes - None
  
  

Condition - To pass documents added details to “Documents” table inside Health Records module.

1. Select Module Report

2. Under activity click “Design”

3. Add new automation in Add Documents activity.

4. Select “Do After”

5. Drag action block.

6. Add action, Find
   *Module - Health Records
   *Filter - Person is #Entry#FullName

7. Add condition block
   *value - #HealthRecordsFound

8. Drag action block.

9. Add action, Form.
   *Module - Health Records
   *Activity - Update table
   *Entry - #HealthRecordsFound
   

   

10. Drag action block

11. Add action, Create.
    *Value - #AddRow(#HealthRecordsUpdateTableForm#Documents)

12. Drag action block

13. Add action, Set.
    *Variable - #Variable1
    *Value :
    *Doc Type - #Entry#DocType
    *Image - Entry#ImageScan
    *File - #Entry#FileUpload
    *Notes - #Entry#Notes

14. Drag action block

15. Add action, Perform
    *Module - Health Records
    *Activity - Update table
    *Entry - #HealthRecordsFound
    *Form - #HealthRecordsUpdateTableForm
    

    

Condition - To pass document added details to Documents table inside Documents Type Module.

1. Select Module Report

2. Under activity click “Design”

3. Add new automation in Add Vehicle activity.

4. Select “Do After”

5. Drag action block.

6. Add action, Find
   *Module - Documents Type
   *Filter - Type is #Entry#DocType#Type

7. Add condition block
   *value - #DocumentsTypeFound

8. Drag action block.

9. Add action, Form.
   *Module - DocumentsType
   *Activity - Edit
   *Entry - #DocumentsTypeFound
   

   

10. Drag action block

11. Add action, Create.
    *Value - #AddRow(#DocumentsTypeEditForm#Documents)

12. Drag action block

13. Add action, Set.
    *Variable - #Variable1
    *Value :
    *Image - #Entry#ImageScan
    *File - Entry#FileUploadl
    *Notes - #Entry#Notes
    *Person Name - Entry#FullName
    *Details - Entry

14. Drag action block

15. Add action, Perform
    *Module - DocumentsType
    *Activity - Edit
    *Entry - #DocumentsTypeFound
    *Form - #DocumentsTypeEditForm
    

    

Congratulations!!! You have successfully created a Health Log module.

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