Activate 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.

• Templates can be activated from the main builder tree, or if they are flagged as pending activation, from the Pending Approval/Activation tree.

• To display the tree, hold the mouse pointer over the Pending Activation option, and then click to select Pending Approval/Activation.
• To go from the Pending tree to the main builder tree, click Return to Active View.

• Find and select the template:

• Browse the builder tree
  Protocols and Treatment Plans that have templates set to Pending Approval/Activation are flagged .
  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 name of the product cell type to display all associated templates.
  4. Click to select the template. Selected items are displayed in red.
• 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.

• Activate the selected template:

1. Click Activate.
2. When prompted, type your password, and then click Ok.

• Before completing the activation, the builder automatically checks the three types of orders—collection, process, and release—for mismatches and missing requirements.

• If a mismatch is found that would cause ordering malfunctions in Biotherapy Order Entry (for example, if options that are required for the order type, such as the donor type, are missing), you are prompted to correct the mismatches, which are listed on the message. The template cannot be activated until you make the corrections.

1. Make a note of the missing information.
2. Click OK.
3. Complete the template to include the missing options.

• If a mismatch is found that would NOT cause ordering malfunctions in Biotherapy Order Entry (for example, if the collection and process orders do not have the same collection locations or do not have the same product collected, or if the collection, process, and/or release orders do not have the same donor types), you are prompted to correct the mismatches, which are listed on the message.

1. Make a note of the missing information.
2. If you want to correct any mismatches, click Cancel; otherwise, click OK to complete the activation.
3. If you canceled, correct the mismatches to complete the template.