Copy a Product Cell Type or 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.
• You must be authorized to build or edit biotherapy protocols and treatment plans. See Overview of the Biotherapy Protocol and Treatment Plan Builder/Editor.
• As of 7/20/2021, builders can create a copy of any protocol, treatment plan, incoming cell type, or activated/reactivated template in the main builder tree, to use the content as the basis for a new item of the same type. Once pasted, copies of activated/reactivated templates are pasted as inactive templates, which can be edited and activated as needed. Click for a table of copying rules.

  Rule	Effect
  Only content that includes at least one (1) activated template is copied	Copies of protocols or treatment plans include all existing incoming cell types that have at least 1 activated template, as well as the activated template(s) Copies of incoming cell types include all activated templates for that cell type Copies of an activated template include all of the selected order options for that template
  Copies can only be pasted at the same level they came from: protocols/templates into the Protocols or Templates folder, incoming cell types into a protocol or treatment plan, and templates into an incoming cell type	Protocols can be pasted as Treatment Plans, and vice versa Incoming cell types and their activated templates can only be pasted into a protocol or treatment plan that does not already include that cell type
  Copies of protocols and treatment plans can only be pasted within the same oncology or non-oncology builder	You can’t copy from the oncology builder to non-oncology, nor vice versa

• The copied order templates must be renamed and activated for use in Biotherapy Order Entry (BOE). See Activating a 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.

• 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.

  3. Click a product cell type containing the active template(s) to be copied. The item selected must include at least one (1) activated template.
  4. If copying a single active template, click to select that template.
• 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.

• Copy a product cell type (including all its active templates) or single template:

1. Click to select the item to copy: a product cell type or a single active template.
2. Click [ ... ], and then click the Copy option.
3. When prompted, click Ok to acknowledge the message that the copy succeeded.

• Paste the copied item(s):

1. Find the protocol or treatment plan where you want to paste the product cell types (if copied) and template(s). See above for instructions.
2. Click to select the item to receive the copy:

• A protocol or treatment plan to receive the active templates for a product cell type; cell types and their activated templates can only be pasted into a protocol or treatment plan that does not already include that cell type
• A product cell type to receive a single active template; see Adding a Product Cell Type to a Protocol or Treatment Plan if needed

3. Click [ ... ], and then click the Paste option.
4. When prompted, click Yes to confirm that the described paste is what you want.  
5. When prompted, click Ok to acknowledge the message that the paste succeeded.

• Rename each "Copy of"  template, and then make any changes needed. See Editing a Template.