Issue
I need to make a new problem to add to my options on our problem list, how do I do this?
Environment
Kipu EMR, Roles: Super Admin, Settings: Golden Thread
Resolution
A user with the Super Admin role is able to update this within the Settings of the EMR. Follow the below steps to add new problems to your Golden Thread. There are two steps to adding a problem within the Golden thread. Creating the item itself and then attaching the Goals to it.
Step 1: Creating the Problem
- Select your Initials in the top right of your EMR, then select Settings.
- Within the Settings, select the Golden Thread tab.
- Within the Goals tab, select the New/Edit button.
- Under the Problem List column on the right side, select the Add item text next to the Update button.
- Within the new blank box at the top of options type in the new Problem you would like to add. Once done select the Update button above it.
Step 2: Attaching Goals to the new Problem
- Within the Goals tab, select the Assign button.
- Under the Problem List column locate the new Problem you created and select it.
- Locate the Goal you created under the right column and select it, then click the Assign Selected button below.
Important
The list is alphabetical, using the Filter is recommended. - The goal will now show up under the center column for your new problem.
Additional Information
To learn more about the golden thread, click here.
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