Process Deep Dive #2 - Selenity Establishment Control Forms
This process deep dive is a high-level process overview and is intended for experienced automation developers. Object design is not included.
East Suffolk and North Essex NHS Foundation Trust (ESNEFT) use a web-based application called Selenity to manage end-to-end workflow for Establishment Control Forms (ECFs). An automation has been developed to access Selenity, identify which ECFs are awaiting divisional approval and email reminders to pre-defined groups of designated managers.
The second sub-process (002 – HR - Analyse Data from Selenity Report)
accesses a previously downloaded Selenity data extract and looks for data items that have the status of division and writes the shortlisted data to a CSV archive file.
Here is a video demo for this sub-process. It has been slowed down and edited to avoid repetiveness.
1. Pre-Requisites
2. Main Page
The main page steps through a sequence of three subpages to run the process.
Get Data – this page loads the downloaded report from Selenity.
Analyse & Sort Data – this page analyses the data, identifies the ECFs that require divisional approval and calculates the number of days outstanding.
Save Chase Data to CSV – this page saves the target data set to a CSV file.
3. Get Data
This page verifies that the source data file downloaded from Selenity is available in the target location. The CSV file is then loaded into a collection called CSV Values.
The source data file is checked to ensure it exists. The environment variable [Selenity Report Saved Location] is used.
The source data file is loaded into a collection called [CSV Values]
The [CSV Values] data collection has the format shown in Fig 3.4. below
4. Analyse and Sort Data
This page works through each row in the [CSV Values] collection and if the current row does not meet the criteria below then the row is deleted from the collection
[CSV Values.Workflow Status]="Division"
Approval Group and Data Finance Approved collection fields use the manipulation utility to sort the collection. This is important so that the data items are loaded into the queue in the correct order.
5. Save Chaser Data to CSV
This page creates a new CSV file storing a list of ECFs that need to be emailed to Divisions.
This page is straightforward except a non-standard action is used call Save Workbook As CSV. This was created by changing the code for the standard Save Workbook As action.
Part 3 to follow...