Organization

In Gazelle, an organization is the entity that is presenting test systems at the Connectathon.

IHE publishes Connectathon results are per organization, thus, the organization name, address, and finanical contact you enter in gazelle is important.

 

Users and Contacts

A “User” has a login and password to access the gazelle webtool

A “Contact” is a person in your organization who will interact with us in preparation for the connectathon: 

 - Financial Contact (only 1) 

 - Marketing Contact (1 or more) 

 - Technical Contact (1 or more)

A user may, or may not, be a contact

Users and Contacts belong to an Organization

 

Users Roles

Two levels of users : 

• Vendor admin role
• Approves new user accounts for your organization
• Can edit user and contact information 
• Can edit organization info (eg address) 
• Can edit all test system & testing details 
• Vendor role
• Can edit all test system & testing details 

System

In Gazelle, a ‘system’ represents 

• a set of IHE profiles, actors and options an organization wants to test. 
• Participate in the testing session as the SUT

Testing Session

Gazelle Test Management can manages multiple testing session. A testing sessions may represent: 

• Connectathons
• Internet Testing
• Projectathons

When a user logs in to Gazelle, the user is viewing information for a single testing session.  Gazelle always "remembers" the last testing session a user was working in.  A user may switch between testing sessions.  How-to instructions are here.

 

A "user" is person with a login and password to access the Gazelle Test Management tool.   A user in Gazelle is always linked to an organization.  A user can only view/modify information for that organization.

Creating a new user account

To create a new user, go to the home page of Gazelle Test Management and click on the link "Create an account"

 Then you need to fill the form with valid information.

If your organization is already entered in gazelle, select it from the "Organization Name" dropdown list; otherwise select "New company" as the "Organization Name" in to create a new organization in Gazelle.

Whn you complete the user information, an email is then sent to you to confirm your registration.

The user account is not activated until a user in your organization with admin privileges in Gazelle activates your account.

User privileges in Gazelle

If you are registered as a user with 'vendor' privileges in Gazelle (the default), you can manage the tests and configurations for your organization's test systems.

If you are registered as user with 'admin' privileges in Gazelle, you are able to :

• manage users related to your organization (activate/de-activate accounts)
• manage contacts to your organization
• manage the testing session participants
• manage contracts and invoice

Managing your organization's user account as a "vendor_admin" user

As an admin user you can manage the users in your organization from Gazelle menu Registration -> Manage users

You can use this form to activate or de-activate user accounts, or update email or password for a user.

 

 

 

Gazelle gathers information about organizations participating in a testing session.  This enables managers of the testing session to contact you about invoicing and other testing session logistics.  The organization information is also used when publishing the successful results of a testing session.

Organization information is entered in two scenarios

1. If an organization is registering in Gazelle for the first time, a user creating an account in Gazelle is asked to link the account to an organization and enter organization details.
2. You can edit the information for your organization through the Gazelle menu  Registration --> Manage organization information.  The organization information is as follows:

A "Contact" is a person in your organization who will interact with managers helping you to prepare for the testing session.

An organization must identify:

• Financial Contact (only 1)
• Marketing Contact (1 or more)
• Technical Contact (1 or more)

Note:  a "contact" may, or may not, be a person with a "user" account in gazelle

A user with vendor_admin privileges can enter contact information in Gazelle with menu Registration --> Manage Contacts

The page looks like this.

Selec the "Add a contact" button to enter name, email and phone information for the contacts in your organization.

 

In Gazelle Test Management, the term "system" refers to a set of application functionaity expressd in terms of IHE profiles, actors, and options.  An organization may register one or more systems in a testing session.

The "system" participates in the testing session with peer "systems" from other organizations.

"System registration" is an important step because the profiles/actors/options you select drive much of what happens during the test session.  It determines:

• what test tools you will use
• what test you will be required to perform
• who your test partners will be

Starting system registration

First, ensure that you are logged into the Testing Session that you want to register for.   The name of the testing session is displayed at the top of the page whenever you are logged into gazelle.  You can learn more about testing sessions here.

Next, the system registration page is accessed through Gazelle menu : Registration -> Manage Systems.

On that page you can : 

• Add a system : This will create a new system in the Gazelle tool.
• Import systems from another testing session : A click on that button enables you to copy a system from a previous testing session into this new testing session.  The new systems contains all of the profiles/actors/options that you registered in the previous session.  You will be able to modify them if you wish. The name and the keyword of the system are appended with the string "_COPY" in order to distinguish the new system from the old one. 

The instructions below assume you select Add a system.

Completing the System Summary

You will be prompted for general information to identify your system:

• System/Product Name - this is how you refer to your system within your organization
• System type - you will select from a drop-down list of labels that are general categorizations of systems under test (eg "PACS", "EHR", "GATEWAY").  There is no right or wrong selection here.
• System keyword - this is how we will refer to your test system during the testing session. This field is auto-filled by Gazelle.  It is a combination of the system type you selected and your organization's acronym (eg "EHR_ACME").   You can append a suffix to the gazelle-generated value.
• Version - an optional field that enables you to identify the version of your product
• Owner - this is a user within your organization who will have primary responsibility for managing this system during the test session

 

Completing the Profiles/Actors tab

After saving the system summary information, Gazelle creates a System Management page to collet information about your tests system.  

The next step is toProfiles/Actors tab and Edit.

Select "Click on this link to add IHE Implementations..."

 

 

Next, you will use the dropdown lists to select the Domain, Profile, Actor, Option supported by your system.  After making your selection, click on "Add this IHE Implementation to this system."  You will repeat this procedure for each profile, actor, and option your system supports.  Note that the "None" option represents the baseline requirements for that profile/actor without any option.

 

When you have selected the profile, actor, and options for your test system, they will appear on the Profile/Actors tab of your system's registration as follows:

 

Finishing System Registration

To finish your system registration:

1. On the "Profile/Actors" tab, look for the yellow "Missing Depenendencies" button.  If it appears, it means that you have registered for a profile/actor that has a dependency on another profile.  Select the button to complete registration for those dependencies.
2. On the "Profile/Actors" tab, some of the profile/actor pairs you selected may be eligible for "Supportive" testing.  "Thorough vs Supportive testing" is explained here.
3. On the "System Summary" tab, change the Registration Status from "In progress" to "Completed".   This is a signal to the technical manager of your testing session that you have completed your registration for this system

Introduction to contract generation

The Gazelle Test Management tool is used to generate a contract for some testing sessions.  

The contract includes the information you have entered into gazelle during the registration process:  

• Organization details
• Contacts in your organization - financial, marketing, and technical
• One or more systems to be tested and several contacts .

If any of these is missing, Gazelle will not let you generate a contract.

To generate your contract

A gazelle user with "vendor_admin" privileges is able to generate a contract.  Select Gazelle menu Registration --> Financial Summary

First Level Registration Errors

This section contains common error messages that occur when generating a contract. The error messages in red are generated by Gazelle. The numbers in ( ) are pasted onto the screen capture and refer to notes below the figure.

1. The mailing address is missing for the company 
   1. This is for general correspondence with your company. 
   2. Select Registration -> Manage company information
   3. Under Mailing address, add an address for your company. This is on the right half of the form. Select Click here to add a new address. If you already have entered an address but you were presented with the error message, you need the next step that associates the address as your company mailing address. This first step adds an address to our database, but does not make it your mailing address.
   4. The address that you entered is presented in a table with the rightmost column an action column. If you have added a second address, you will see a table with two lines. To associate an address as your mailing address, click on the Select link in the appropriate row.
   5. You will now see the address copied from the right part of the form to the left side of the form, including the country flag. Scroll down and select Save. That should get rid of error (1).
2. Missing address for Financial Contact
   1. This address is for the person in your organization responsible for processing our requests for payment.
   2. Select Registration -> Manage company information 
   3. Scroll down to the Billing address section. Add an address on the right side of the form; Select Click here to add a new address. 
      • i) You might already have an address for your company that is the same for thisperson. Great; skip down to iii.
      • ii) If you don’t have an address registered for this financial contact or the address of the financial contact differs from the main address, add it now.
      • iii) In the table of addresses on the right side of the form, under the Billing address section, click on the Select link in the appropriate row.
      • iv) You will now see the address copied from the right part of the form to the left side of the form.
   4.  Scroll down and select the Save button.
3. Missing Technical Contacts
   1. We need to verify that there are one or more staff members in your organization we can contact for testing and other technical details.
   2. Select Registration -> Manage contacts 
   3. You will see a table of contact points in your organization. That table might be empty or already have members. You can add a contact person with the Add a contact button in the upper right corner. For this error (Missing Technical Contacts), make sure you select the checkbox for Technical.
   4. If the Technical Contact was already listed in the table but is not indicated as a Technical Contact in the Professional functions column, edit the row for that person (right most column of the table, edit button). Select the checkbox for Technical and do not forget to hit Save. 
   5. We require at least one contact entered in the system for the generation of the contract. You are welcome to enter more technical contacts. This will be useful for organizations that have multiple systems, each with a separate technical contact. 
   6. If you are bringing one system and three engineers, please enter one candidate as your technical contact. That person would be able to answer most technical questions or delegate to someone else. Please do not enter a person who is merely going to contact your engineers and pass along the questions.
4. Missing Marketing Contacts 
   1. We need to verify that there are one or more staff members we can contact if we have marketing questions (is there a logo we can use in documentation? What is the exact name to use for your company?). 
   2. Refer to (3) above. Rather than selecting the checkbox for Technical, select the checkbox for Marketing/Commercial. 
   3. The same person can fill the roles for Billing, Technical and Marketing/Commercial. We split them out for those organizations that have separate duties. 
5. Missing System Information 
   1. If there is missing system information, you have registered zero systems for testing. The purpose of the contract is to explicitly list what you will test and include a computation for fees. You will need to register the system or systems you wish to test and all profile/actor pairs to be tested. 
   2. Select Registration -> Manage systems 
   3. Enter one or more systems. 
      1. Make sure you save the systems. 
      2. Make sure you select the Profile/Actors tab and enter what you want to test. Check for missing dependencies (ATNA requires CT). 
      3. Fill in information if you plan to participate in a Showcase/Demonstration 
6. Missing Domain Information
   1. This means you have either entered zero systems, or you have entered systems but included no profile/actor pairs.
   2. Refer back to (5) for details.

Second Level Errors: Dependencies

Many IHE Integration Profiles have dependencies defined in the documentation. One example is that an ATNA Secure Node is always required to implement the Time Client actor in the Consistent Time profile. When you enter registration information, there is a button available to you labeled Check for Missing Dependencies. Rather than automatically register you, the system gives you this button to let you check when you feel it is appropriate. A box will pop up, list the missing dependencies, and give you the option to click a link to add them on the spot.

When you return to the financial page, one section will list all of your registered systems. The grid will give the system name, domains tested and fee information. One column will also indicate if all dependencies have been resolved. A green icon indicates sufficient registration; a red icon means that a dependency needs to be satisfied.

You cannot generate a contract if there are dependencies to be resolved, so you need to return to the page for managing systems.

1. The rules defining dependencies are written in the Technical Frameworks. We transcribe those rules into Gazelle.
2. The rules defining dependencies do not identify all combinations that you will find important. For example, the XDS.b profile requires the Document Source and Document Consumer to obtain a consistent patient identifier for an Affinity Domain but does not specify the mechanism. We support that with the PIX and PDQ profiles for Connectathon testing, but do not require that. Participants fail to register for PIX or PDQ and are then surprised to realize they do not have a mechanism to obtain the patient identifier in the Affinity Domain.

This page describe how to register the participants to a Testing Session. Participants to the testing session are the person who will get a badge an will be able to enter the floor where the testing in taking place. 

Registration of the participants to the Testing Session can only take place when the registration of the systems is over. 

Only the users with the role "vendor_admin" can register participants to the testing session. 

 

One accesses the participants registration page through the menu Registration -> Testing Session Participants

See the illustration below : 

 

There are 3 means to register a participant to a testing session :

1. import from users
2. import from contacts
3. add participant

Import from Users

By selecting the button  import from users, one can select the participants to add from the list of registered users for the organization.

Import from Contacts

By selecting the button import from contacts, one can select the participants to add from the list of contacts already declared in Gazelle Test Management tool. Contacts do not need to have a login.

Add Participants

When selecting the button add participants, the users can enter manually all the information about the participant to register.

 

User preferences are mainly used the GazelleTest Management application to customize some views according to the user's wishes. The main preferences you may want to update are

• The number of results (rows) in table
• Whether or not you want the diagram sequence of a test to be displayed on the Test Instance page. If not, you may save some space in the page, the one will be lighter to load.

User preferences can also be used to communicate some useful pieces of information to monitors and other connectathon participants, such as your photo, the languages you speak...

To configure your own user preferences, you must first log in to Gazelle. Then, on the top right corner of Gazelle, click your username and then select User Preferences (shown below).

 

This link leads you to your preferences management page. If you never change anything, the page may look something like this.

 

Preferences on this page:

Change your password

Skype account During the connectathon week, it can be useful to communicate using Skype. Such a field already exists for the system but a monitor for example, who does not own systems may want to "publish" his/her Skype name to speak with other monitors or participants.

Table Label During the connectathon week, you will sit at a table, the one will be localized by everybody thanks to a table label, typically A1, J10... When you sit the first day of the connectathon, fill this value so that other attendees will find you more easily.

Spoken languages The languages you are able to speak.

 

Hit the Edit button to update those fields. The following panel will be displayed.

 

When you hit the "plus" icon, a menu is displayed and you can pick up your language(s). If need, hit the "red cross" button in front of a language to remove it from the list. When finish, hit the "finish" button.

 

When you hit the "add/change photo" button, a panel like the one below is displayed. Clicking on "add" will open your file repository. Select your photo, only PNG and JPG files are allowed. Be careful to do not choose a too large image, all images with a height greater than 150px will be proportionately resized up to 150px (height).

Do not forget to save your changes before leaving this page.