$TXT Created by at CPRS32BLD.DOMAIN.EXT (KIDS) on Thursday, 05/23/24 at 08:35 ============================================================================= Run Date: SEP 04, 2024 Designation: OR*3*622 Package : OR - ORDER ENTRY/RESULTS REPORTING Priority: Mandatory Version : 3 SEQ #526 Status: Released Compliance Date: OCT 05, 2024 ============================================================================= Subject: CONTEXT MENU FOR CRM SALESFORCE APP Category: - Other - Enhancement (Mandatory) Description: ============ The purpose of this patch is to release a broker context menu for the SalesForce Customer Relationship Management (CRM) application in order to grant access to the Remote Procedure Calls required. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- N/A Forms Associated: Form Name File Number New/Modified/Deleted --------- ----------- -------------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- OR CRMS MENU B New Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- N/A Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- N/A Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A Additional Information: ----------------------- N/A New Service Requests (NSRs): ---------------------------- N/A Patient Safety Issues (PSIs): ----------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- N/A Test Sites: ----------- Hines Medical Center, IL Huntington Medical Center, WV Pittsburgh Medical Center, PA Test Sites - SNOW Change Order #: Hines Medical Center, IL: Change Order #CHG0509916 Huntington Medical Center, WV: Change Order #CHG0510307 Pittsburgh Medical Center, PA: Change Order #CHG0509778 Software and Documentation Retrieval Instructions: -------------------------------------------------- The software for this patch is being released in a PackMan message. Documentation describing the new functionality is included in this release. Documentation can be found on the VA Software Documentation Library at: https://www.domain.ext/vdl/. Documentation can also be obtained at https://download.vista.domain.ext/index.html/SOFTWARE. Documentation Title File Name --------------------------------------------------------------------- N/A Patch Installation: ------------------- Pre/Post Installation Overview: ------------------------------- N/A Pre-Installation Instructions: ------------------------------ This patch may be installed with users on the system although it is recommended that it be installed during non-peak hours to minimize potential disruption to users. This patch should take less than 5 minutes to install. Installation Instructions: 1. Choose the PackMan message containing this build. Then select the INSTALL/CHECK MESSAGE PackMan option to load the build. 2. From the Kernel Installation and Distribution System Menu, select the Installation Menu. From this menu, A. Select the Verify Checksums in Transport Global option to confirm the integrity of the routines that are in the transport global. When prompted for the INSTALL NAME enter the patch or build name. OR*3.0*622 NOTE: Using will not bring up a Multi-Package build even if it was loaded immediately before this step. It will only bring up the last patch in the build. B. Select the Backup a Transport Global option to create a backup message. You must use this option and specify what to backup; the entire Build or just Routines. The backup message can be used to restore the routines and components of the build to the pre-patch condition. i. At the Installation option menu, select Backup a Transport Global ii. At the Select INSTALL NAME prompt, enter your build OR*3.0*622. iii. When prompted for the following, enter "R" for Routines or "B" for Build. Select one of the following: B Build (including Routines) R Routines Only Backup Type: B// iv. When prompted "Do you wish to secure your build? NO//", press and take the default response of "NO". v. When prompted with, "Send mail to: Last name, First Name", press to take default recipient. Add any additional recipients. vi. When prompted with "Select basket to send to: IN//", press and take the default IN mailbox or select a different mailbox. C. You may also elect to use the following options: i. Print Transport Global - This option will allow you to view the components of the KIDS build. ii. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all of the components of this patch, such as routines, DDs, templates, etc. D. Select the Install Package(s) option and choose the patch to install. i. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//', answer NO. ii. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', answer YES. iii. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', answer NO. Post-Installation Instructions: ------------------------------- N/A Back-Out/Roll Back Plan: ------------------------ In the event of a catastrophic failure, the final decision to back out this patch will be up to the site management. Since this is a menu option only patch, using FileMan to delete the entry OR CRMS MENU from the OPTION file (#19) will complete the backout. Routine Information: ==================== No routines included. ============================================================================= User Information: Entered By : Date Entered : MAY 22, 2024 Completed By: Date Completed: SEP 04, 2024 Released By : Date Released : SEP 04, 2024 ============================================================================= Packman Mail Message: ===================== $END TXT