Concepts and Terminology

Overview

This document describes what a Pull List is, for step-by-step instructions on how to create a Pull List refer to Managing Pull Lists. Once a Pull List has been created, worksheets to be reviewed can be created or imported using Managing Pull List Worksheets.

A Pull List allows managers to create a list of Worksheets they want to be reviewed. The reviewers can then print the Topics And Criterion for these Pull List worksheets. Once reviewed, managers can monitor which Worksheets have been reviewed and run Reports and Analyzers to report on the data.

Hierarchy

Pull Lists are created for a Review Template. For each Pull List you have multiple Pull List Profiles. Pull List Profiles contain the Pull List Worksheets you want reviewed. e.g. for Ongoing Record Review each month you want 20 Worksheets reviewed. For the Review Template 'Ongoing Record Review' you can create a Pull List named 'Records to Review' and thereafter for each month you could create a profile.

ReviewTemplate

(e.g. Ongoing Record Review)

↓

Pull List

(e.g. Records to Review)

↓

Pull List Profile

(e.g. January 2018, February 2019...)

↓

Pull List Worksheets

(e.g. Account Numbers: 234343 235453...)

Steps

Here are the typical steps to be taken to work with Pull Lists.

Add worksheets to review
↓	↓	↓
(records from ADT Interface)	(import from the hosts system)	(manually enter each record)
↓
(optional)Print Pull List Worksheets using Printing Emailing Exporting Topic Editor
↓
Review the Worksheets from Worksheet Data Entry