New Procedure Functionality Checklist

User can create a new procedural record via the "create new" landing page

User can search for a new procedural record type via the "find/edit" landing page

User with appropriate permissions can delete a procedural record.

User can create a procedural identification number

  • User can create a procedural id number from scratch
  • System can provide the next available procedural id number from a user-selected pattern
  • User can modify a procedural id number created from a pattern

User can add data to a procedural record (as required by specific schema)

  • User can add alphanumeric values to a procedural record
  • User can add dates to a procedural record
  • User can add currency to a procedural record
  • User can add dimensions to a procedural record
  • User can choose an item from a controlled list in a procedural record
  • User can add a term from a vocabulary to a procedural record via the appropriate field
  • User can repeat a field in a procedural record
  • User can denote the "primary" field (of a repeated field) in a procedural record

User can create new records

  • User can create a new object record from a procedural record via the object tab
  • User can create a new object record from a procedural record via the right sidebar
  • User can create a new procedural record from a procedural record via the procedural tab
  • User can create a new procedural record from a procedural record via the right sidebar
  • User can create a new media record from a procedural record via the media tab
  • User can create a new vocabulary term from a procedural record via the appropriate field

User can pivot from a procedural record

  • User can pivot from a procedural record to an object record via the procedural tab
  • User can pivot from a procedural record to an object record via the right sidebar
  • User can pivot from a procedural record to a procedural record via the procedural tab
  • User can pivot from a procedural record to a procedural record via the right sidebar
  • User can pivot from a procedural record to a media record via the media tab
  • User can pivot from a procedural record to a media record via the right sidebar
  • User can pivot from a procedural record to a vocabulary term via the right sidebar

User can create, view, and delete relationships

  • User can create, view, or delete a relationship between a procedural record and an object record via the object tab
  • User can create, view, or delete a relationship between a procedural record and an object record via the right sidebar
  • User can create, view, or delete a relationship between a procedural record and a procedural record via a procedural tab
  • User can create, view, or delete a relationship between a procedural record and a procedural record via the right sidebar
  • User can create, view, or delete a relationship between a procedural record and a media record via the media tab

Miscellaneous

  • Update relationship types if necessary
  • Add authority fields to right sidebar search list
  • Confirm contents of all summary fields
  • Create advanced search schema