Setup Boards & Transitions

Boards define how work is presented to users in the Reporting Worklist. Each board can display a different set of studies, columns, filters, and reporting screens, allowing you to create tailored workflows for different teams or reporting scenarios.

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This guide covers the minimum steps required to get started. For a complete explanation of all board configuration options, see the Dynamic Board Configuration documentation.

Create a Board

1. Navigate to Worklist → Configuration → Boards.
2. Click Create Board.
3. Enter a Name for the board.
4. Select the appropriate Screen Type for your reporting workflow.
5. Configure any initial filters if required.
6. Click Save.

Once created, the board will be available to assign to user roles.

Assign the Board to a Role

Creating a board does not automatically make it visible to users. A board must be assigned to one or more Worklist roles before it can be accessed.

1. Navigate to Worklist → Configuration → Roles.
2. Edit the role that should have access to the board.
3. Add the board to the role's available boards.
4. Save your changes.

Users assigned to that role will now see the board when they access the Reporting Worklist.