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X-Ray App Sections

The X-Ray app is divided into several sections. A list of them is displayed on the left side. Details of each section are displayed on the right side.

Work Item ID

Initially the Work Item ID field is empty. To start using the X-Ray app, enter the Work Item ID and click Analyze Work Item. The app gathers information about this work item and displays it in the following sections.

Click Open WI Details to open the selected Work Item Details screen.

Click Open WI Summary to open the selected work item in Docupace:

Summary

The Summary section shows brief information about the work item:

  • Request Type. Lists the request type work item is assigned.

  • Date Created. The date the work item was created.

  • Parent Work Item ID.  If the work item is a child created from another work item, then the associated parent WI ID will be populated in this section.

  • Created by User ID. The role of who created it. Under the User Access record, we have fields: Data role, Entity, and BD. A user can have more than one BD.

Clicking on the entity name link navigates to the Docupace Entity Details screen:

Clicking on the BD name link navigates to the Docupace BD Details screen:

  • Processor Actions (not implemented yet)

  • Validation Message/Error Description. Information about the modifications (added, deleted documents, images, etc.) is displayed.

Work Item Tasks

Each work item has one open task at a time and would be assigned to a particular node. The only exception to this would be in the post-processing nodes, a work item can fork and have more than one open task in QC, Post review, and sponsor custodian queues at the same time and then branch together again when complete. Closed tasks are not displayed in this app section/app.

The Work Item Tasks section shows:

  • ID. Clicking on the ID link navigates to the Docupace screen My Tasks:

  • Workflow Name. Name of the workflow structure which contains the work item.

  • Node Name. Name of the meta task step on the workflow structure that the work item task is currently assigned.

  • Task Name. Name of the workflow task that the work item is currently assigned.

  • Assigned To. The user ID of the person currently assigned to the work item for this task.

Work Item Parties

The Work Item Parties section reads the base fields from the Work Item and it lists the parties in this Work Item.

Section Work Item Parties shows:

  • Prefix

  • First Name

  • Last Name

  • Entity Name

  • Email

  • Phone

Client Folders

The Client Folders section shows the corresponding client folders. There is a link that connects the subfolder and prefix.

Section Client Folders shows:

  • ID. Client folder ID. Clicking on the ID link navigates to the Docupace Client Folder Details screen:

  • Client Type

  • First Name. First name of the client.

  • Last Name. Last name of the client.

  • Company Name

  • SSN

  • User ID

Work Item BASE Fields

The Work Item BASE Fields section shows a list of the most important fields - a subset of all fields (on the left) and a list of all Work Item fields (on the right).

Work Item Client Documents

The Work Item Client Documents section shows the client documents, connected forms, and the information from Barcode Mapping. From here it is easy to navigate to the documents and to the forms.

Section Work Item Client Documents shows:

  • ID. Client document ID. Clicking on the ID link navigates to the client document

  • Document Type

  • Form Name

  • Form GUID. Clicking on this link navigates to the corresponding form:

  • Form Number

  • Client Level Form

  • Client Level Form Prefixes

  • Review Required Prefixes

  • Owner Folder

  • Owner User

Work Item Event History

The Work Item Event History section shows all events that occurred with the selected work item:

  • Event time. The exact time when the event occurred.

  • User name. The user who initiates the event.

  • Event name. Name of the event.

  • Task name. Name of the executed task.

  • Description.

EPACS XML Trace

This table is exposed as the technical domain in the site itself. As the result, it can be queried using Retrieve or APIs. Section EPACS XML Trace shows the fields from which the Work Item was created (click the first icon to copy to the clipboard for editing in some external editor, or the “+” to expand the list). When the API calls are made, they are displayed here (on the left side) as well. This might be important for the other sites, which use integrations that are logged in this.

EPACS Debug

The EPACS Debug section displays a list of actions that occurred to the Work Item since its creation. This is useful for debugging purposes. This table is also available as a technical domain within the site itself (ePACS Debug domain 9099). The list can also be opened through Administration > List Domains or queried using APIs.

The following parameters are displayed:

  • Time. The time when the action occurred.

  • Function. The type of function that was executed. This is an internal hardcoded function type.

  • Params. Function parameters that describe the action.

  • Result. The change that was made to the Work Item.

  • Actor. The user that initiated the action.

In case of unexpected results, based on this information, you can learn which functions and parameters caused the unexpected behavior.