Rename 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.
Find and select the template to rename.

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.
1. Click name of the product cell type to display all associated templates.
2. 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.

Type to change the Template Name.
Click Save.
When prompted to confirm that you want to change the template name, click OK to continue, or Cancel to leave the name as is.

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.

Click to select the order type in the list to the left to edit: Collection Options, Process Options, or Release Options.
Add or remove options from an order type (Collection, Process, Release):