Copy, Move, and Rename a Template or Order Set

• This function is for Information Systems staff only.

• If you haven't already:

1. Click Tools (ALT+L).

2. Click Build Personal Order Sets (ALT+B).

• Select and copy the template or order set:

1. Click the yellow folder that holds the template you want, to display the template folders.

2. Click the folder to select the template (blue) or order set (green) to be copied.

3. Click Copy (ALT+C). A template or order set  named "Copy of..." the selected template/order set appears inside the same folder as the original.

4. Click  OK (ALT+O).

5. When prompted, type your signing key.

6. Click  OK (ALT+O).

• Move the template or order set to a different folder:

1. Click Build Personal Order Sets (ALT+B).

2. Click to open the folder you want to move the "Copy off..." template/order set into.

3. Click to select the "Copy of..." template/order set.

4. In the tab beneath the list of folders, click to select the destination folder from the Parent folder drop-down list.

5. Click OK (ALT+O).

6. When prompted to confirm the move, click OK.

7. When prompted, type your signing key.

8. Click  OK (ALT+O).

• Rename the template or order set:

1. Click Build Personal Order Sets (ALT+B).

2. Click the yellow folder that holds the template or order set you want, to display the template/order set folders.

3. Click to select the "Copy of..." template/order set.

4. In the tab beneath the list of folders, type the name of the template/order set.

5. Click  OK (ALT+O).

6. When prompted, type your signing key.

7. Click OK (ALT+O).

• See also:

• Step-By-Step—Building Templates

• Editing an Existing Template