Agenda »Introductions »Wiki Tips and Tricks »Overall S&I Framework Wiki Space Navigation S&I Framework Initiative Pages »UCR Workgroup Wiki Navigation Organization of Wiki Space Review Logs Consensus Pages Sub-Workgroup Pages Focus will be to frame the Wiki structure and help make contribution process/navigation clearer

Wiki Sidebar Navigation - Side bar is located on the left hand side of your screen - Best way to navigate to the exact page you want to see - Click “+” to view nested pages - Click “-” to collapse nested pages

If you cannot see your side bar »Navigate to the top right hand corner of the Wiki page »In between “browse” and the search bar there is a small white box If you hover over it, it will read “Sidebar” Click on this button and the sidebar should show up on the left side of your screen »If you consistently are having trouble with this please contact so we can troubleshoot and help you solve this issue

Information Boxes »Look to these boxes on the Wiki for: Important Information Announcements Instructions

S&I Framework Wiki - This is the main S&I Framework Page. -This page has general information about the S&I Framework such as, - What one needs to do to be a volunteer, processes and guidelines, etc.

S&I Framework Wiki (Continued) Clicking on the “+” next to “S&I Framework” will reveal the nested pages listed below: -Introduction and Overview -Processes and Guidelines -Committed Members -Calendar of Events

S&I Framework Wiki (Continued) We will now click on the “S&I Framework Initiatives” page in the sidebar Clicking on this link will take you the page listing out the multiple S&I Framework Initiatives

S&I Framework Initiatives - S&I Framework Initiative Page - Table entitled, “S&I Framework Initiatives” lists out all the currently launched Initiatives, including their launch date, members and their respective deliverables trackers - As more Initiatives are launched this table will expand

S&I Framework Initiatives (Continued) Clicking on the “+” next to “S&I Framework Initiatives” will reveal the nested pages listed below: - Transition of Care (ToC) Initiative - Lab Results Interface (LRI) Initiative - CDA Consolidation Project

S&I Framework Initiatives (Continued) For demonstrative purposes, we will now enter the, “Transition of Care Initiative Page” by clicking on the link as indicated above NOTE: LRI organization is identical to ToC Clicking on any of the links under the “General Initiative Information” column will take you to the Wiki page for that specific S&I Framework Initiative Click on either of these links to access the ToC Initiative Page

Transition of Care Initiative - Main Wiki page for entire Transition of Care Initiative - States the Charter, Purpose and Goals, Scope, Success Metrics etc. for the Initiative

Transition of Care Initiative (Continued) Clicking on the “+” next to “Transition of Care (ToC) Initiative” will reveal the nested pages: - ToC – Deliverables Tracker - ToC – Initiative Members - ToC – Use Case and Requirements (UCR) Workgroup

Transition of Care Initiative Page (Continued) - This is the bottom half of the Transition of Care Initiative page - The table entitled, “About our Workgroups” lists the different WGs associated with the ToC Initiative - As more WGs are formed, their names will be hyperlinked for easier access We will now click on the ToC UCR WG link as shown above Click on either of these links to get to the to the Transition of Care UCR Workgroup Page

Transition of Care UCR Workgroup Page These tables are used to indicate what sections are Up for Comments, Up for Consensus or have been Approved Through Consensus - Main page for the Transition of Care UCR WG - Will be updated weekly to reflect WG’s progress - Those items assigned for Homework will be listed out in the “Work Up for Comments” table

Transition of Care UCR Workgroup Page (Continued) - Click the “+” next to “Use Case and Requirements (UCR) Workgroup” to reveal the nested pages: - Cross Initiative – UCR Sub-Workgroups - ToC – UCR Sub-Workgroups - ToC – Use Case and Supporting Artifacts - ToC – UCR Meeting Summaries - ToC – UCR Background and Reference Materials

ToC UCR Workgroup (Continued) - Second half of the ToC UCR WG Page - If you do not see your name or have any outstanding issues about your information please contact We will now click on the “Use Case and Supporting Artifacts” menu option in the Sidebar This list gets updated on Tuesdays and Fridays.

Use Case and Supporting Artifacts - Contains a list of all Artifacts and Use Case Content Sections - Consolidated list of items that are both Open and Closed for comments, format of the artifact and date of Consensus Approval

Use Case and Supporting Artifacts (Continued) - Click the “+” next to “Use Case and Supporting Artifacts” to reveal the nested pages: - ToC - UCR Workgroup Charter - ToC – Use Case Outline - ToC – Use Case Content - ToC – UCR Meeting Summaries - ToC – UCR Background and Reference Materials

Use Case and Supporting Artifacts (Continued) We will now click on the nested page entitled, “ToC – Use Case Content”

Use Case Content »The Use Case content pages are where you will find all of the text and diagrams that will go into the final document This section contains all the working pages for creating content and is where you will probably spend most of your time providing contributions »Each section of the Use Case (Preface and Introduction, Overview and Scope, etc) has it’s own Wiki page »Review log and Consensus Page will be created for each section

Use Case Content (Continued) -Clicking on any of the section names will take you to where the text/diagram is held - Version number Indicates the current version of the Use Case section displayed on the section page - This number only increases if changes are made as a result of the WG meetings

Use Case Content (Continued) - Click the “+” next to “Use Case Content” to reveal the nested pages: - ToC – 1.0 Preface and Introduction - ToC – 2.0 Overview and Scope - ToC – 3.0 Challenge Statement …. -ToC – Final Use Case - Like mentioned earlier, each section of the Use Case has it’s own section page. - Using the sidebar, it is easy to navigate to exactly what page you would like to view.

Use Case Content (Continued) We will now click on the “Overview and Scope” section page as an example You can use the sidebar or the hyperlinks within the table to navigate to section pages

Overview and Scope Section Page - The section page contains the text / diagrams related to the Overview and Scope - Each section page will contain the text/diagrams that are related to it - This link will take you to the bottom of the page where you can download previous versions of the text for this section

Overview and Scope Section Page (Continued) Click on the links within the Previous Versions table to download the Microsoft Word document of the previous version of text for the section - Bottom half of the Overview and Scope page - Sections vary in length - some have many sub-sections while others do not

Overview and Scope Section Page (Continued) - Click the “+” next to “Overview and Scope” to reveal the nested pages: - Overview and Scope Review Log - Overview and Scope Consensus Page - As was mentioned before, each section of the Use Case will have a separate Review Log and Consensus Page to organize comments and help structure the discussion within the WG meetings

Overview and Scope Continued We will now click on the “Overview and Scope Review Log” in the sidebar to demonstrate the commenting process

Gathering Comments Using the Wiki »The Review and Comments Log within Wiki will be used to: Gather feedback from Committed Members, Invited Experts and Other Interested Parties. Document the actions taken by the Workgroup Lead(s) and/or Initiative Coordinator in relation to the comment Understand how each comment adds value to the final product Account for each suggestion, promoting teamwork and a positive environment for those who have dedicated their time to participating in the separate Initiatives

Overview and Scope Review Log - To add your comment into the review log, click “Edit” at the top right corner of the page and then fill out the appropriate fields - Note: Indicating the accurate section number will make it easier for others to locate information quickly and to build off of previous comments, facilitating more discussion Please look at the Appendix for more specific information on how to Edit and Format your comments

Overview and Scope Review Log (Continued) - The responses in Table 2 (shown above) correspond to the comments left in Table 1 (slide 28) - Simply navigate to the row within Table 2 which is assigned the same number as the row in Table 1 where you left your comments. Example: If you left your comment in Row 1 of the first table, the actions taken on your comment will be listed in Row 1 of the table shown above. -This allows for traceability and confirms that all comments have been addressed Now we will click on the Overview and Scope Consensus Page in the sidebar

Overview and Scope Consensus Page - Every Committed Member is allotted a vote in the Consensus Process - To cast this vote, click “Edit” in the top right corner of the page, find your name in the list of Committed Members and indicate your Endorsement of the Use Case Content for that section. NOTE: this list is alphabetical by Organization name

Summary of Use Case Content Organization »At this point we have covered, S&I Framework Wiki Navigation UCR Workgroup Organization –Use Case Content Organization and Navigation Commenting Process on Use Case Sections Consensus Process for Use Case Sections We want to now focus on how you can contribute by participating in Sub-Workgroups

»Sub-workgroups were formed to, Perform deeper dives into particular Sections of the Use Case Content Allow those with tailored interest or expertise to focus on contributing to certain Use Case Sections Provide Community Members with an offline arena to address certain issues that have been reoccurring during the Workgroup Calls For the purposes of this example we will now navigate to the LRI Sub- Workgroup Page

LRI Sub-Workgroups -This page lists out all the Sub-Workgroups, their lead(s), and provides a brief description - Clicking on any of the Sub-Workgroup names (which are hyperlinked) will take you to their main page where you can indicate your participation and find more information

LRI Sub-Workgroups (Continued) - Click the “+” next to “LRI – UCR Sub- Workgroups” page to reveal the nested pages: - LRI – UCR Sub-Workgroup – In Scope Tests - LRI – UCR Sub-Workgroup – Structured Data - LRI – UCR Sub-Workgroup – Success Metrics - LRI – UCR Sub-Workgroup – Use Case Diagrams - LRI – UCR Sub-Workgroup – Scenarios - LRI – UCR Sub-Workgroup – Functional Requirements & Dataset Considerations

LRI Sub-Workgroups (Continued) We will now click on the UCR Sub-Workgroup page for Structured Data to show how you can contribute Either of these links will take you to the Structured Data Sub-Workgroup Page

LRI Structured Data Sub-Workgroup

LRI Sub-Workgroup Structured Data (Continued) -How content is contributed is up to the discretion of the Sub-Workgroup Lead and the other members - As shown above there is a function to upload documents as well as to add comments in a blog type format

Attaching a File to the Sub-Workgroup Page To attach a file follow these instructions: 1)Click on “Choose File” 2)Browse on your PC to find the file you would like to attach 3)Click “Open” 4)Enter in a Comment about the file (optional) 5)Click “Attach”

Adding a Comment to the Sub-Workgroup Page 1) Scroll down until you arrive at the following section: 2) Click “Add Comment” and the following screen should appear: 3) Finish typing in your comment and click “Post”

Adding a Comment to the Sub-Workgroup Page »Under each comment there is a toolbar that looks as follows: » If someone leaves a comment that you would like to Reply to, Click “Reply” above and add what your response is »If done correctly it should look as follows: »The Reply is indented to indicate that it is a response to that particular comment

Thank you! If you have any more questions feel free to contact your Support Leads or

Appendix »Editing Pages »Formatting Pages Adding rows to tables »Difference between the “Wiki Markup” and “Rich Text” Editors »Related Links

Editing Pages »All Pages can be edited within the Wiki by maneuvering through to the desired Page. »When the appropriate Page is obtained, click in the upper right hand corner of the screen. »The Page will appear allowing edits to be made. »Once the edits are made, click in the upper right hand corner of the screen to save changes. 44 If you do not wish to save the changes, click

Formatting Pages »All pages within the Wiki can be formatted according to an individual’s desire. »When adding content to or editing a page, a menu bar appears on the screen which allows formatting options. »As depicted below, there are different options for formatting such as bold, italics, underline, and even font color selection. »Below is an example of a toolbar as it looks on the Wiki when you choose to edit a page: 45

Adding Rows to a Table »If many people comment in a Review Log, there may be a need for more rows. »From the toolbar you can add rows to the table The blue boxes indicate ADDING rows/columns while the red boxes indicate DELETING rows/columns. The arrows indicate whether the addition or deletion will occur above or below the row in which your cursor lies Instructions for adding a row to the Review Log: »1) Click into the last row of the Review Log »2) Click the icon with a horizontal blue box and the arrow pointing to the bottom (this will add a row BELOW the row where your cursor currently lies)

What is the Difference Between Rich Text and Wiki Mark up? »Rich Text- If you are accustomed to HTML editing or other text editing applications, you may find that the Rich Text Editor provides an easier and faster way to create and edit Confluence pages. It allows you to enter content as you would in a Word document and apply formatting simply by clicking icons on a toolbar. »Wiki Markup- Confluence pages are stored internally in a simple content-formatting language called Wiki Markup. The Wiki Markup Editor allows you to edit Confluence pages directly in Wiki markup language. This has the advantage of being faster than the Rich Text Editor for some formatting tasks. 47

Related Links » 4 (S&I Framework Wiki) 4 » (Atlassian Website - Creators of the Wiki Tool)