Build a Default 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.
• Default templates are built to be copied when building or editing a protocol or treatment plan. The defaults are grouped by plan number and named as applicable: for example, Adult Defaults for Protocols.
• Default templates must be verified before they can be used to build a protocol or treatment plan.
• Default templates that are available for copying are flagged as VERIFIED.
• Delete a verified template if it should not be used. Make a copy and save without verifying to have version for editing and possible future use.
• Templates are associated with product cell types in protocols and regimens. See also:

• Building a New Protocol or Treatment Plan
• Adding a Product Cell Type to a Protocol or Treatment Plan

• 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.

1. Click to check the box to the left of an available cell type to add it, or click to uncheck the box to the left of a current cell type to remove it.
2. Click Save. A template is added to each current cell type by default.

2. 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.
3. Click Save.

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

1. To prevent users from writing an unnecessary order, click to uncheck the order type.
2. 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.

• To set a protocol, treatment plan, or default group to Test mode:

1. Select the protocol, treatment plan, or default group.
2. Click the Test checkbox beneath the Name field.

• To include comments that can't be seen by ordering providers:

1. If needed, click to select the template.
2. Type to add or edit text in the field on the right.

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

3. Click Save ; the background and button return to normal.

• 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.

• To use the orders and parameters from an existing default template:

1. If needed, click to select the template in the builder tree.
2. Click to check Use Default Template on the right.
3. Click to check the default group that includes the template to copy.
4. Click to check the template to copy. Only VERIFIED templates are available for copying.
5. 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:

1. If needed, click to select the template.
2. Click to select one or more functional groups to assign to the template.
3. Click Save.

• See also: Options for the Protocol / Treatment Plan Builder / Editor