Using the Package Feature

The Package feature gives all users the ability to focus on those documents that they use frequently. Packages can only be 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.
   
   

File:Package - Picture 1.JPG

To Create a Package

1. Select Maintenance -> Package Manager.
   
   File:Package - Picture 2.JPG
   
   
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, you must 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, you are presented with the list of documents for that category. You can highlight whichever documents you prefer to be in your package and select the “Add Document(s) to Package” below. If you want to remove a document from your package, highlight the document and select the “Remove Document(s)from Package” button.
   
   
5. When you are complete, select the “OK” button to close the window, or “Apply” button to save your changes and keep the window active.
   
   Tip: You can 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).
   
   File:Package - Picture 3.JPG
   
   

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 you want to update.
   
   
3. If you want to remove a document from your package, highlight the document and select the “Remove Document(s) from Package” button.
   
   
4. When adding the contents to the package, you must first select the appropriate Specialty (dropdown) and Category (dropdown). Note: Two categories exist for each Specialty’s consents (Step-By-Step and Basic).
   
   
5. When you are complete, select the “OK” button to close the window, or “Apply” button to save your changes and keep the window active.