This document provides further details on how the new QA level Auto Grouping Statement functions. The grouping statement allows the creation of advanced queries to determine which charts will follow the auto-advance rules.
This feature applies to Both Gold and Legacy emsCharts.
QA levels have an "auto advance" feature. When enabled, all charts will skip that QA level and advance to the next available QA level. By applying filter rules, charts that meet the filter criteria will STOP at that QA level.
QA level filters are historically an "OR" statement; meaning if it meets ANY of the filters selected, the chart will stop at that QA level. The Filter Grouping will allow for custom searches so any combination of "AND" or "OR" will apply, and specific charts will stop.
The new feature for the grouping statement will allow for advance criteria grouping similar to Custom Report Grouping.
By default, the auto advance will follow the old, non-grouped method of advancing for that QA level. If a grouping statement is saved, it will adhere to the grouping statement.
If the grouping statement is blank, it will also follow the old method of advancing charts.
2. Click on the Filter Rules Link to activate Filter Rules
a. The following window will appear:
3. Select the filters like you normally would to stop charts at that QA level. The selected filters will appear in the next screen for "Auto Advanced Grouping"
a. Click Auto Advanced Grouping link to open the advanced grouping window.
b. The following window will appear
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