Create protocols

System administrators and vetting clinicians can create vetting protocols for performing procedures comprising, for example, preparation, contrast, required resources, and booking instructions. To manage protocols you need vetting administrator permissions.

Note:

  • Only a user with Trust or System level permissions can create or delete categories (folders).

  • A user with lower level permissions (Site and Group) can assign and remove protocols within categories, but not create or delete those categories.

  • When creating a protocol, the default ownership will be the highest level to which the creating user has permission to manage.

  • A user may change ownership of a category or protocol to any of the other levels which that user has permission to manage.

Tip:

When creating categories and protocols, we recommend that you create unique names (to avoid having several folders named, for example "CT").

You could prefix folder and protocol names with the site (NACS) or clinician (professional registration) code.

Tip:

You can drag and drop folders and protocols to move them around the directory.

Tip:

Double-click, or press the F4 key with your cursor in a field, to open a list of options.

OR

If you know the required codes, enter a comma-separated list.