Open and Name a New Template

1. If you haven't already, click Tools (ALT+L), then click Build Personal Order Sets (ALT+B).

2. The Definer opens. Click to select the Personal folder.

Note: Build and test templates in your Personal folder, or to give other authorized users access, the Test folder. Copy and move the template to a public (unrestricted access through POE) folder if this template is intended for general use.

3. Click Add (ALT+A) to open the Add dialog box.

4. Click Template; type a name and description.

5. Click OK (ALT+O).

6. Check the folder path and correct as needed.

7. Click OK (ALT+O). The template page and Order List open.

 

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