Configuring the Treatment Form Step for Assisted Treatment

Scenario: You want to set up a treatment form step to make it available for assisted treatment.

 

Reference: For background information, see Procedure Step Workspace.

 

Workflow diagram:

 

 

Prerequisites:

  • Under Applications > Reports > Templates, you already created the report template objects required for the configuration of this procedure step. For instructions, see Managing Report Definitions and Folders.

 

Steps:

1 – Create the Report Step
  1. Select Project > System Settings > Operating Procedures > […] > [operating procedure].
  • The Operating Procedures tab displays.
  1. Click New and select New Step Report.
  1. In the New object dialog box, enter a name and description, and click OK.
  • The new step is added to System Browser.

 

2 – Configure the General Settings for the Step

You must specify the general parameters of an operating procedure step.

  1. Select Project > System Settings > Operating Procedures > […] > [operating procedure] > [step].
  1. In the Operating Procedure tab, open the General Settings expander.
  1. Specify the following settings:
  • Repeatable
  • Mandatory
  1. (Optional) In the Notes field, enter any additional information.

 

3 – Configure the Additional Settings for the Step

You must specify the additional parameters by linking any alarm reports that you want to run in this operating procedure step.

  1. In System Browser, select the Manual navigation check box.
  1. Select Application View.
  1. Select Applications > Reports > Templates.
  1. Drag any alarm report templates to the Links text box.
  1. (Optional) Use the Move Up and Move Down buttons to change the order of the links or the Remove button to remove unwanted ones.
  1. (Optional) You may want to restrict in what situations a particular alarm report should be run. For details, see Filters of a Procedure Step.
    a. Select the step in the Links text box.
    b. Open the Filters expander.
    c. Do one or more of the following:
    - Open the Time and Organization Mode expander and specify the time-dependent pre-conditions that will cause this report to run. For details, see Time and Organization Mode Conditions.
    - Open the Events expander and specify the combination of events that will cause this document to display. For details, see Events Conditions.

 

4 – Save the Step
  1. Click Save or Save As .
  1. (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.