Configuring Operating Procedures for Assisted Treatment
Scenario: You want to set up an operating procedure to make assisted treatment available for certain types of events.
Reference: For background information, see Operating Procedures for Assisted Treatment.
Workflow diagram:
Prerequisites:
- System Manager is in Engineering mode.
- System Browser is in Management View.
Steps:
1 – Set Up Operating Procedures Subfolders
You can store operating procedures directly in the main Operating Procedures folder, or you can create a structure of subfolders under it to organize your operating procedures.
- Select Project > System Settings> Operating Procedures or a [subfolder] under it.
- The Operating Procedures tab displays.
- Click New .
- In the New object dialog box, enter a name and description, and click OK.
- The new folder is added to System Browser.
- Repeat the preceding steps for any other folders you want to add.
2 – Create an Operating Procedure
- Select Project > System Settings > Operating Procedures > […].
- The Operating Procedures tab displays.
- Click New and select New Operating Procedure Template.
- In the New object dialog box, enter a name and description, and click OK.
- The new operating procedure is added to System Browser.
- Repeat the preceding steps for any other operating procedures you want to add.
3 – Configure the General Settings of the Operating Procedure
You must specify the general parameters of an operating procedure.
- Select Project > System Settings > Operating Procedures > […] > [operating procedure].
- In the Operating Procedure tab, open the General Settings expander.
- Enter values in the following fields:
- Priority
- Steps Execution Type
- On new occurrence/If happens after
- Force manual close
- Keep primary event
- Notes
4 – Configure the Operating Procedure Filters
You must configure at least one filter for the operating procedure—otherwise it will never execute.
- In the Operating Procedure tab, open the Filters expander. Here you can configure in what situations you want the operating procedure to execute. For details, see Filters of an Operating Procedure.
- Do one or more of the following:
- In the Time and Organization Mode expander, you can specify any time-dependent pre-conditions of the operating procedure. For details, see Time and Organization Mode Conditions.
NOTE: If you do not configure anything here the procedure will always be triggered for the events you specified in the Events expander.
- In the Events expander you can specify the combination of events that will trigger the operating procedure. For details, see Events Conditions.
NOTE: If you do not configure anything here the procedure will never be triggered.
5 – Save the Operating Procedure
- Click Save or Save As .
- (Only for Save As) In the Save Object As dialog box:
a. Select the main Operating Procedures folder or any subfolder under it.
b. Enter a name and description.
c. Click OK.
- Newly created operating procedures are enabled by default. To disable an operating procedure to prevent it from executing for the time being, see Enabling or Disabling Operating Procedures.
6 – Add the Steps of an Operating Procedure
- To add steps to the operating procedure, do one or more of the following: