Difference between revisions of "Package Manager"
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<li>Select a specific Package and the screen will refresh and show only the categories and documents for that Package.<br><br></li></ol> | <li>Select a specific Package and the screen will refresh and show only the categories and documents for that Package.<br><br></li></ol> | ||
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== To Create a Package == | == To Create a Package == | ||
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<ol><li>Select Maintenance -> Package Manager.<br><br> | <ol><li>Select Maintenance -> Package Manager.<br><br> | ||
| − | [[Image:Package - Picture 2. | + | [[Image:Package - Picture 2.jpg]]<br><br></li> |
<li>From the dropdown at the top entitled “Select Package” select the item <new>. To the right is field entitled “New Package Name” – Please enter the new package name. | <li>From the dropdown at the top entitled “Select Package” select the item <new>. To the right is field entitled “New Package Name” – Please enter the new package name. | ||
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'''Tip''': Use the Shift and Control keys to select multiple documents. Also double-clicking on documents moves them from one window to the other without selecting the “Add Document(s) to Package” or “Remove Document(s) from Package” button(s).<br><br> | '''Tip''': Use the Shift and Control keys to select multiple documents. Also double-clicking on documents moves them from one window to the other without selecting the “Add Document(s) to Package” or “Remove Document(s) from Package” button(s).<br><br> | ||
| − | [[Image:Package - Picture 3. | + | [[Image:Package - Picture 3.jpg]]<br><br></li> |
== To Add and/or Remove Documents From a Package == | == To Add and/or Remove Documents From a Package == | ||
Latest revision as of 22:29, 13 April 2010
The Package feature gives users easy access to documents that are used frequently. Packages are created by administrative users, but can be viewed by all users.
To View a Package
- On the View Panel, Select Packages.
- The screen will refresh and show a dropdown list (located above the Documents) of the Packages that currently exist.
- Select a specific Package and the screen will refresh and show only the categories and documents for that Package.
To Create a Package
- Select Maintenance -> Package Manager.
- From the dropdown at the top entitled “Select Package” select the item <new>. To the right is field entitled “New Package Name” – Please enter the new package name.
(Tip: Name should be meaningful to the group you are creating this for i.e. “General
Surgery”).
- When adding the contents to the package, first select the appropriate Specialty (dropdown) and Category (dropdown). Note: Two categories exist for each Specialty’s consents (Step-By-Step and Basic).
- After selecting the appropriate specialty and category, there will be a list of documents for each category. Highlight documents to be in the package and select the “Add Document(s) to Package” below. To remove a document from the package, highlight the document and select the “Remove Document(s)from Package” button.
- When complete, select the “OK” button to close the window, or “Apply” button to save changes and keep the window active.
Tip: Use the Shift and Control keys to select multiple documents. Also double-clicking on documents moves them from one window to the other without selecting the “Add Document(s) to Package” or “Remove Document(s) from Package” button(s).
- Select Maintenance -> Package Manager.
- From the dropdown at the top entitled “Select Package” select the name of the package to update.
- To remove a document from the package, highlight the document and select the “Remove Document(s) from Package” button.
- When adding the contents to the package, select the appropriate Specialty (dropdown) and Category (dropdown). Note: Two categories exist for each Specialty’s consents (Step-By-Step and Basic).
- When complete, select the “OK” button to close the window, or “Apply” button to save changes and keep the window active.
