View and Print Details of 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:

• 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 name of the product cell type to display all associated templates.
  4. Click to select the template. Selected items are displayed in red.
• Find a template in the builder Template Index
• 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.

• To display details of the selected template, click View.

• To generate a paper copy of the template, click Print.
• To return to the builder, click Close.

• To copy and paste free-text, see Copying and Pasting Free Text.
• To email the content of the selected template:

1. Click View.
2. Click E-Mail This View. The email builder opens.
3. You’re automatically sent a copy of the email. To set up recipients:

• Click a line on the available recipients list to select another recipient for the message, and then click > to add the user as a recipient. Repeat for additional recipients.
• To remove all recipients, click  <<.
• To remove a single recipient, click the name, and then click < .

4. The Subject is automatically set to display the protocol or treatment plan number and version, followed by “BOE Template Approval – IMPORTANT –“ and the template name. Type to edit as needed.
5. Type in the Additional Message field to start the body of the email, which displays above the content of the template.
6. Click Send E-Mail.
7. When the email is sent, a success message displays; click OK to return to the template view.