Shared Templates

Shared Templates. Only members of the Clinical Coordinator Authorization/Subscription Utility (ASU) class can create shared templates. Shared templates are available to all users. Clinical Coordinators can copy and paste text into a template, type in new content, add Template type in new content, add Template Fields, or copy a personal template and then modify it as needed. In the tree view, shared Clinical Users template and folder icons do not have a folded corner. Note: When you install CPRS, a copy of all your existing boilerplate titles is placed in the inactive boilerplates folder under shared templates. Clinical Coordinators can arrange the boilerplate titles that have been copied into the shared templates, use them to create new shared templates, or make them available to users by moving them out of the inactive boilerplates folder. Users will not see the inactive boilerplates folder or its templates unless you choose to make the folder active.

To activate the boilerplates folder, Clinical Coordinators should follow these steps:

1. Open the Templates Editor.

2. Verify that Edit Shared Templates is checked.

3. Uncheck Hide Inactive (under shared templates).

4. Click the plus sign beside the shared icon.

Shared Templates includes a lock property that prevents users from making personal changes when it has been set. The status of the lock property is displayed in a check box on the Template Editor dialog. When the Shared Templates root template is locked, no shared templates can be modified. For more information on boilerplates, refer to the Text Integration Utility User Manual. Another area of shared templates is creating Patient Data Object templates for newly created TIU objects that will enable users to place these objects into their other templates.

So I added myself as a Clinical coordinator with the following menu path: EVE->user->User Class->list membership by user I then chose myself, and added 'Clinical coordinator'

This then let me edit the shared templates in the template editor in CPRS. I had to check the box "edit shared templates" in the bottom left corner for this to work.

So it looks like I have this going.

Thanks for your help. It got me going in the right direction.

You may also have to change/set this parameter probably only once courtesy of Matt King using XUCORE:

This there a valid effective date? Also check here:

Select Core Applications Option: IRM CPRS Configuration (IRM)

OC    Order Check Expert System Main Menu ...   TI     ORMTIME Main Menu ...   UT     CPRS Clean-up Utilities ...   XX     General Parameter Tools ...   HD     HealtheVet Desktop Configuration ... RD    Remote Data Order Checking Parameters

You have PENDING ALERTS Enter "VA to jump to VIEW ALERTS option

You've got PRIORITY mail!

Select CPRS Configuration (IRM) Option: XX General Parameter Tools

LV    List Values for a Selected Parameter LE    List Values for a Selected Entity LP    List Values for a Selected Package LT    List Values for a Selected Template EP    Edit Parameter Values ET    Edit Parameter Values with Template EK    Edit Parameter Definition Keyword

You have PENDING ALERTS Enter "VA to jump to VIEW ALERTS option

You've got PRIORITY mail!

Select PARAMETER DEFINITION NAME: TEM 1  TEMPLATE FIELD EDITOR USER CLASSES  TIU FIELD EDITOR CLASSES   Template Field Editor User Classes

Select Sequence Number:

TIU FIELD EDITOR CLASSES may be set for the following:

1  User          USR    [choose from NEW PERSON] 3  Service       SRV    [choose from SERVICE/SECTION] 4  Division      DIV    [choose from INSTITUTION] 5  System        SYS    [CRH.DSOHF.DHHS.NC.GOV] 6  Package       PKG    [TEXT INTEGRATION UTILITIES]

Enter selection: 5 System   CRH.DSOHF.DHHS.NC.GOV

Setting TIU FIELD EDITOR CLASSES for System: CRH.DSOHF.DHHS.NC.GOV Select Sequence Number: ?

Sequence Number Value --- - 3                CLINICAL COORDINATOR

Select Sequence Number: