Package Manager

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

1. On the View Panel, Select Packages.
   
2. The screen will refresh and show a dropdown list (located above the Documents) of the Packages that currently exist.
   
3. Select a specific Package and the screen will refresh and show only the categories and documents for that Package.
   
   

To Create a Package

1. Select Maintenance -> Package Manager.
   
   
   
   
2. 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”).
   
   
3. 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).
   
   
4. 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.
   
   
5. 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).
   
   
   
   

To Add and/or Remove Documents From a Package

1. Select Maintenance -> Package Manager.
   
   
2. From the dropdown at the top entitled “Select Package” select the name of the package to update.
   
   
3. To remove a document from the package, highlight the document and select the “Remove Document(s) from Package” button.
   
   
4. 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).
   
   
5. When complete, select the “OK” button to close the window, or “Apply” button to save changes and keep the window active.