Add a Template

There are two builder/archives for each lab site, one for oncology and the other for non-oncology. Check the top of the view to determine which you have open.
To replace a template with a new version, starting with a copy of the existing template, see Building a New Version of a Template.
Templates are associated with product cell types in protocols and treatment plans. See also:

Release to Process (reprocessing) is ordered with specifically designed templates that are associated with product cell types in protocols and regimens. For instructions, see Building a Release to Process Template.

If you haven't already, access the builder.
1. Log on to Biotherapy Tools.
2. Hold the mouse pointer over the Protocol/Treatment Plan tab.
3. Mouse over to the specialty you want, Oncology or Non-Oncology, and then click the Builder/Editor option.
Find and select the protocol, treatment plan, or default group to add a template to.

Browse the builder tree
1. Click the Protocols or Treatment Plans heading to display the available protocols or treatment plans.
2. Click the protocol or treatment plan name to select it and display its product cell types.
Search by name of the protocol, treatment plan, or template
Find the template:
1. Click the type of template you're looking for in the builder tree: Protocols, Treatment Plans, or Default Groups.
2. In the pop-up menu (bottom right), click Find by type of template or Template Name (where type of template is Protocol, Treatment Plan, or Default Group).
3. In the Search Criteria pane, click to select an option: Search type of template or Search by Template Name.
4. Type the text to search for. Capitalization does not matter. The search looks for the exact sequence anywhere in the name of the protocol, treatment plan, default group, or template (depending on your selection in step 1).
5. Click Find.
Go to the template in the builder:
1. Click to select the line for a template in the list.
2. In the pop-up menu (bottom right), click Go to this item.
1. Click to select the protocol, treatment plan, or default group. Selected items are displayed in red.

Activated/reactivated templates can be copied and pasted in the builder. For instructions, see Copying and pasting templates.
If needed, add the cell type for the template. A template is automatically added when a cell type is added. See Adding a Product Cell Type to a Protocol or Treatment Plan

Click to select the product cell type that you want to add a template to, and then click Add Template.

Type the name of the template. The version number is set by default.
The name of a template for reprocessing existing product must include "XXXXX Release to Process" where XXXXX is the number of the protocol or treatment plan.
Click Save.

By default, Collection, Process, and Release orders are allowed for each template.

To prevent users from writing an unnecessary order, click to uncheck the order type.
Click Save.

Users attempting to write an unavailable type of order are notified that the design of the template does not allow that type of order:

Collection occurs outside of standard collection facilities.
Processing is performed off-site.
Release of fresh product is implicit in the processing order and storage of products is not allowed.

Up to 300 characters are allowed.
When you type, to remind you to save, the background turns blue and the Save button turns red .

Comments are included in the builder view of the template, but do not print; comments carry over when a new version of the template is created. Comments cannot be seen by ordering providers.

If needed, click to select the template in the builder tree.
Click to check Use Default Template on the right.
Click to check the default group that includes the template to copy.
Click to check the template to copy. Only VERIFIED templates are available for copying.
Click Save.

For DFCI only, to assign to a functional group of providers who are notified when there are orders written on the assigned template awaiting confirmation:

If you copied an activated/reactivated or default template, edit the Collection, Process, and Release order options as needed. See Editing a Template.
If you start with a blank template, define the Collection, Process, and Release order options as needed. See Adding Orders to a Template.

If it can't be activated yet, flag the template for the Pending Activation queue
Activate the template to make it available for ordering in BOE