edc-action-item 0.1.3

Add patient action items to clinicedc/edc projects

# edc-action-items

[](https://travis-ci.org/clinicedc/edc-action-item)
[](https://coveralls.io/github/clinicedc/edc-action-item?branch=develop)

Add patient action items to the Edc

### Overview

Action items are reminders to submit a form.

Action items can be configured to drive data collection
* for forms that do not fit well in a visit schedule;
* for forms that are required based on some clinical event.

Action items are tracked. Each is allocated a unique `action_identifier` and maintain status (New, Open, Closed).

Actions can be chained. One action can create another action, group of actions or recreate itself.

### Adverse Events, Death, OffSchedule are all good candidates.

Adverse Event reports are required based on some clinical event. Since the event must be reported, leaving the decision to report the user is not sufficient. An action item can be opened based on the clinical event and the status of the action item tracked administratively. The action item is associtaed with the AE report. Once the report is submitted, the action item closes. If additional data is required after an initial AE report is submitted, a follow-up action can automatically be opened.

See module `ambition-ae.action_items` for examples.

### Defining action items

In the root of your App, define an `action_items` module. The edc-action-item site controller will `autodiscover` this module and `register` the action item classes.

Register action item classes in the `action_items` module like this

site_action_items.register(AeInitialAction)


### A simple action item

In it define actions using the `Action` class.

from edc_action_item import Action, site_action_items
from ambition_ae.action_items import AeFollowupAction, AeTmgAction

class AeInitialAction(Action):

name = AE_INITIAL_ACTION
display_name = 'Submit AE Initial Report'
model = 'ambition_ae.aeinitial'
show_on_dashboard = True
instructions = 'Complete the initial report and forward to the TMG'
priority = HIGH_PRIORITY

The action item is associated with its model

from edc_action_item.model_mixins import ActionModelMixin
from edc_identifier.managers import TrackingIdentifierManager
from edc_identifier.model_mixins import NonUniqueSubjectIdentifierFieldMixin
from edc_identifier.model_mixins import TrackingIdentifierModelMixin

class AeInitial(ActionModelMixin, NonUniqueSubjectIdentifierFieldMixin,
TrackingIdentifierModelMixin, BaseUuidModel):

tracking_identifier_prefix = 'AE'

action_cls = AeInitialAction

... # field classes

objects = TrackingIdentifierManager()

Somewhere in your code, instantiate the action item

AeInitialAction(subject_identifier='12345')

This creates an `ActionItem` model instance for this subject with a `status` of `New` (if it does not exist).

Now create the associated model instance

AeInitial.objects.create(subject_identifier='12345', ...)

The `ActionItem` model instance now has a status of `Closed`.

### Changing the criteria to close an action

By default an action is closed once the associated model instance has been saved. For more refined behavior define `close_action_item_on_save` on the action item class


class AeInitialAction(Action):

...

def close_action_item_on_save(self):
self.delete_if_new(action_cls=self)
return self.model_obj.report_status == CLOSED


### Singleton action items

To ensure an action item does not create more than one instance per subject, use the `singleton` attribute.

class EnrollToSubstudyAction(Action):
name = 'My Action'
display_name = 'Enroll to sub-study'
model = 'myapp.enroll'
show_link_to_changelist = True
admin_site_name = 'myapp_admin'
priority = HIGH_PRIORITY
create_by_user = False
singleton=True

### Action items that create a `next` action item

For an action item to open another action item(s) once closed, set `next_actions`.

class AeInitialAction(Action):

name = AE_INITIAL_ACTION
display_name = 'Submit AE Initial Report'
model = 'ambition_ae.aeinitial'
show_on_dashboard = True
instructions = 'Complete the initial report and forward to the TMG'
priority = HIGH_PRIORITY
next_actions = [AeFollowupAction]

If the criteria for the next action is based on some other information declare `get_next_actions` on the action item and return the list of action items needed.

class AeInitialAction(Action):

...

def get_next_actions(self):
next_actions = []
try:
self.reference_model_cls().objects.get(
ae_initial=self.model_obj.ae_initial)
except MultipleObjectsReturned:
pass
else:
if (self.model_obj.ae_initial.ae_classification
!= self.model_obj.ae_classification):
next_actions = [self]
return next_actions