Knowledge base » Protocol Authoring » 1.e Step Detail
1.e Step Detail
You can now build big repetitive protocols quickly :-) - here is how.
1. Create the detail for a step as per below examples for appointment and medication by clicking on the step name. This will open the fields to enter the visit reason, type, length of appointment, whether a bed/chair is required and whether it should create an appointment in the site's calendar. Other step types work the same way.
2. Click on the Day 1 Medication step to open the details page to enter medications to be administered on this day.
Ensure that you add the medications in the order you wish them to be administered. For each medication enter the dose, units, volume, duration and vehicle if applicable.
If you need to move the medications into the right order, use the large and small arrows to the right of the medication line to move them up or down the page.
The ‘Allow dose reduction’ box is checked by default, unless you explicitly wish the users not to be allowed reduce the dose. The ‘Allow Substitute’ box is also ticked by default as this allows the user to swap the medication for a preferred one at the point of prescribing. To clearly display information you wish the user to see, enter into Instructions.
This will always show on the protocol.
For extra information about the medication, enter into ‘Notes’.
Once you have created a step or two that is to be repeated in future steps, save the page(s) so that the blue tick appears over the top of the step icon left.
You can now copy the details from one step to another. Open a step that is not yet configured and in the case of an appointment step, click on it will copy the various appointment parameters to the new step. Select "Copy from" in the far right and select the step with data you want to clone.
In the case of medications, if you go to the new step the button will say "Append from" - see below. If you already have meds on the new step, it will add to the list. If your new medication step is empty, the "append from" will copy medications from the existing step.
All meds from the selected step will appear in the same order and with the same dose, volume, instruction parameters as the step in the "append from" dropdown.
Detail to enter for IV medication:
Copying appointment and medication details to a new step:
Once you have created a step or two that is to be repeated in future steps, save the page(s) so that the blue tick appears over the top of the step icon left.
You can now copy the details from one step to another. Go to the new, unconfigured step and in the case appointments it will copy the various appointment parameters to the new step. Select "Copy from" in the far right and select the step with data you want to clone.
In the case of medications, if you go to the new step the button will say "Append from" - see below. If you already have meds on the new step, it will add to the list, or if your new medication step is empty, the medications will copy from the existing step.
All meds from the selected step will appear in the same order and with the same dose, volume, instruction parameters as the step in the "append from" dropdown.
1. Create the detail for a step as per below examples for appointment and medication by clicking on the step name. This will open the fields to enter the visit reason, type, length of appointment, whether a bed/chair is required and whether it should create an appointment in the site's calendar. Other step types work the same way.
2. Click on the Day 1 Medication step to open the details page to enter medications to be administered on this day.
Ensure that you add the medications in the order you wish them to be administered. For each medication enter the dose, units, volume, duration and vehicle if applicable.
If you need to move the medications into the right order, use the large and small arrows to the right of the medication line to move them up or down the page.
The ‘Allow dose reduction’ box is checked by default, unless you explicitly wish the users not to be allowed reduce the dose. The ‘Allow Substitute’ box is also ticked by default as this allows the user to swap the medication for a preferred one at the point of prescribing. To clearly display information you wish the user to see, enter into Instructions.
This will always show on the protocol.
For extra information about the medication, enter into ‘Notes’.
Once you have created a step or two that is to be repeated in future steps, save the page(s) so that the blue tick appears over the top of the step icon left.
You can now copy the details from one step to another. Open a step that is not yet configured and in the case of an appointment step, click on it will copy the various appointment parameters to the new step. Select "Copy from" in the far right and select the step with data you want to clone.
In the case of medications, if you go to the new step the button will say "Append from" - see below. If you already have meds on the new step, it will add to the list. If your new medication step is empty, the "append from" will copy medications from the existing step.
All meds from the selected step will appear in the same order and with the same dose, volume, instruction parameters as the step in the "append from" dropdown.
Detail to enter for IV medication:
Copying appointment and medication details to a new step:
Once you have created a step or two that is to be repeated in future steps, save the page(s) so that the blue tick appears over the top of the step icon left.
You can now copy the details from one step to another. Go to the new, unconfigured step and in the case appointments it will copy the various appointment parameters to the new step. Select "Copy from" in the far right and select the step with data you want to clone.
In the case of medications, if you go to the new step the button will say "Append from" - see below. If you already have meds on the new step, it will add to the list, or if your new medication step is empty, the medications will copy from the existing step.
All meds from the selected step will appear in the same order and with the same dose, volume, instruction parameters as the step in the "append from" dropdown.
