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InterSystems CCR EHR Application Specialist

InterSystems EHR, CCR, Change Control, Source Control, Tier 2

The InterSystems CCR EHR Application Specialist exam is designed to validate core skills for InterSystems EHR application specialists who use CCR to document, transport, and deploy configuration changes across environments.

Purchase Certification Exam

Exam Details

Target Exam Role

An EHR application specialist who does all of the following:

  • Uses Tier 2 CCRs to document and process change workflows
  • Makes configuration changes in InterSystems EHR
  • Transports and deploys configuration changes across environments

Recommended Practical Experience

  • Independently progress at least 50 CCRs and/or approximately 6 months full-time usage

Recommended Preparation

Exam Parameters

Number of questions: 81
Exam time limit: 2 hours
Passing score: 70%
Language offered: English
Exam format: Multiple choice and multiple response.

Exam Details

The exam contains question items that cover the areas for the stated role as shown in the KSA (Knowledge, Skills, Abilities) chart immediately below.

Note: InterSystems now offers two EHR products - TrakCare and IntelliCare. Both products share the same core infrastructure. Therefore, when referring to features common to both products, the term InterSystems EHR is used.

TOPIC/KNOWLEDGE
SECTION/SKILLS
ABILITIES

T1

General Concepts

T1.1

Describes basic change control concepts

    1. Defines change control as a concept
    2. Discusses the benefits of change control and the risks of not having it
    3. Defines source control alone and in the context of change control
    4. Names tips for successful use of change control

    T1.2

    Describes change control with InterSystems

    1. Describes change control tools used within InterSystems including CCR and Perforce

    T1.3

    Describes CCR and its main concepts

    1. Defines CCR First Principles
    2. Identifies the workflow order between the 4 possible CCR Primary environments
    3. Defines the term CCR system
    4. Defines the term CCR Transport and describes the movement of changes between environments, CCR, and Perforce
    5. Defines the terms Perforce branch, Item, and ItemSet
    6. Describes CCR Usage Tiers and gives examples

    T1.4

    Performs basic tasks in CCR

    1. Navigates the CCR homepage, main menu, and main pages
    2. Accesses documentation and FAQs
    3. Defines the terms State, Phase, and Transition

    T2

    CCR Tier 0

    T2.1

    Progresses a Tier 0 CCR

    1. Defines the terms Organization, Responsible Organization, Site Code, System, and System Code
    2. Creates a Tier 0 CCR Record
    3. Describes use of fields available when creating a CCR
    4. Recalls who can pass peer reviews in the CCR workflow from IN_PREP to CLOSED
    5. Documents every state from In_PREP to Closed in a BASE-TEST-LIVE workflow including peer reviews
    6. Selects the correct transition for deferred deployments.
    7. Transitions CCRs to the next state
    8. Performs the markPREPComplete transition
    9. Identifies the workflow for failPeerReview
    10. Performs the markAcceptanceFailed
    11. Describes markValidationFailed transition, including best practices
    12. Describes the importance of Peer Reviews
    13. Describes the importance of closing CCRs
    14. Recalls in which state an authorization is needed to progress a CCR
    15. Implements and tests changes in correct states of the workflow
    16. Locates and uses CCR Transition History
    17. Identifies and uses the env token

    T2.2

    Uses Auxiliary Tools and Transitions

    1. Reassigns CCRs
    2. Describes the effect of Peer Review routing configuration options including System Architects and Default Peer Reviewers
    3. Recalls when a CCR can and cannot be merged
    4. Performs merge transitions and interprets results

    T3

    CCR Transport

    T3.1

    Describes CCR Transport Basics

    1. Describes CCR Client Tools
    2. Describes CCR Transport workflows for disconnected environments, including uploading ItemSets from BASE to CCR and deploying ItemSets from CCR to TEST/LIVE
    3. Deploys ItemSets using best practices
    4. Describes the automatic preview integration on passPeerReview transition
    5. Identifies states and transitions with possible Perforce and/or ItemSet activity
    6. Uses CCR Transport best practices including the importance of cancelling CCRs properly

    T3.2

    Describes CCR Transport Tools and terminology in the CCR Record

    1. Defines the term changelist
    2. Locates and identifies available meta data for submitted changes
    3. Logs into Perforce in CCR
    4. Describes diff chunks and merge conflicts
    5. Finds and interprets list of ItemSets associated with a CCR
    6. Defines and identifies the importance of baselining

    T3.3

    Describes CCR best practices and debugging techniques

    1. Uses Catch-up CCRs
    2. Uses the revision history
    3. Locates and interprets error messages
    4. Uses transport log to retrieve additional error details
    5. Identifies cause and solution for merge conflicts
    6. Identifies and describes how to resolve errors in bundle and upload validation
    7. Describes options if uploaded to wrong CCR

    T4

    CCR Tier 2

    T4.1

    Uses Tier 2 CCRs to safely progress changes made in InterSystems EHR applications

    1. Identifies when it is appropriate to create a change session in BASE
    2. Recalls what is required in order to create a change session
    3. Uses Change Control Menu within the InterSystems EHR side menu (bundle list)
    4. Uses the Find GUID tool
    5. Uses the Change Control menu to undo changes in the correct order
    6. Uses the Change Control screen to bundle and upload changes
    7. Identifies how security groups impact the visibility of Change Control menus
    8. Recalls the importance of the exclusion list
    9. Recalls how Code Table Overrides impact configuration changes
    10. Identifies how and when to deploy ItemSets in workflow

    T4.2

    Recalls features of the CCR Tier 2 User Interface

    1. Identifies whether a source control issue is related to TCC
    2. Identifies whether a source control issue is related to CCR
    3. Recalls the function of the GUID Prediction in the CCR UI
    4. Recalls the importance of the "Create ItemSet" button in the Perforce Details section
    5. Recalls when to use the "Perforce Integration" feature in the Perforce Details section

    T4.3

    Debugs CCR errors

    1. Distinguishes between primary key and GUID
    2. Recalls what ElementXML is and how to view it
    3. Identifies scenarios where support needs to be contacted
    4. Recalls why an ItemSet does not show up in an ItemSet list
    5. Recalls what an Advanced reassign is
    6. Recalls what to do when an itemset becomes stale
    7. Recalls what to do when a token becomes invalid
    8. Cancels and backs out of CCRs
    9. Uses the Restore To Base flag
    10. Resolves circular dependencies between CCRs
    11. Resolves missing GUID errors
    12. Identifies cause and solution for misaligned GUIDs