Optility ™ Nuclear Medicine Management Software Manual

351 Optility™ User Guide

Fume Hoods

Use the Fume Hood master list to enter and maintain all fume hoods. You can add, edit, or delete fume
hoods.

Adding a Fume Hood Record

To add a fume hood record:
1. Click Masters > Instruments > Fume Hoods. The Fume Hood - Master list displays

Figure 298 Fume Hood - Master list

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2. Click . The Fume Hood - New dialog box displays.

Figure 299 Fume Hood - New dialog box

3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter a descriptive label in the Description box.
This normally describes the location of the fume hood in the lab.

5. Select the In Service check box if the fume hood is in service.
Clear the check box if the unit is under repair.

6. Enter a unique identifier code in the Lab Identifier box.
7. Enter the number assigned by the facility to this fume hood in the Facility Inventory Serial # box.

This is most applicable in university or government labs where the institution has assigned a
tracking number to this unit.
8. Enter any additional comments in the Comments box.
9. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
10.Enter the model in the Model box.
11.Enter the brand name in the Brand box.
12.Enter the calibrator’s serial number in the Serial Number box.
A serial number is required and must be unique for each fume hood.

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13.Select the Require I-131 Air Effluent Monitoring check box if this hood is used to store I-131 and
requires air effluent monitoring.

14.Select the Restricted Area check box if this hood requires monitoring for I-131 and is a restricted
area fume hood.

A restricted area fume hood does not mean that the hood is located in a restricted area. Restricted
hoods have different air effluent monitoring limits. If you are not sure about this, you should not
select the check box and consult with your radiation safety officer.

15.If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

16.Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Fume Hood Record

To edit a fume hood record:

1. Click Masters > Instruments > Fume Hoods. The Fume Hood - Master list displays.

2. Select the record you want to edit and click . The Fume Hood - Edit dialog box displays.

Figure 300 Fume Hood - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

Masters 354

3. Edit the information that you need to update.
4. Click OK.

Deleting a Fume Hood Record

NOTE: You cannot delete a fume hood record if there are any dependencies associated to it.

To delete an existing fume hood record:

1. Click Masters > Instruments > Fume Hoods. The Fume Hood - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

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Meters

A list of all survey meters is entered and maintained in this record. Each survey meter must stay with the
probe with which it was calibrated. You cannot exchange probes between meters. If a probe is broken,
it should be fixed or replaced and the meter recalibrated. You can add, edit, or delete meters.

Adding a Meter Record

To add a meter record:
1. Click Masters > Instruments > Meters. The Meter - Master list displays.

Figure 301 Meter - Master list

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2. Click . The Meter - New dialog box displays.

Figure 302 Meter - New dialog box

3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter a descriptive label in the Description box.
This normally describes the location of the meter in the lab.

5. Select the In Service check box if the meter is in service.
Clear the check box if the unit is under repair.

6. Enter a unique identifier code in the Lab Identifier box.
7. Enter the number assigned by the facility to this meter in the Facility Inventory Serial # box.

This is most applicable in university or government labs where the institution has assigned a
tracking number to this unit.
8. Enter any additional comments in the Comments box.
9. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
10.Enter the model in the Model box.
11.Enter the brand name in the Brand box.
12.Enter the meter’s serial number in the Serial Number box.
A serial number is required and must be unique for each meter.

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13.Enter the model number of the detector attached to this meter in the Detector Model box.
14.Enter the brand name of the detector attached to this meter in the Detector Brand box.
15.Enter the serial number of the detector attached to this meter in the Detector Serial Number box.
16.If you want to create multiple records with similar information and do not want to retype the

information, click the Copy check box.

17. Click OK.
If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Meter Record

To edit a meter record:

1. Click Masters > Instruments > Meters. The Meter - Master list displays.

2. Select the record you want to edit and click . The Meter - Edit dialog box displays.

Figure 303 Meter - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

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Deleting a Meter Record

NOTE: You cannot delete a meter record if there are any dependencies associated to it.

To delete an existing meter record:

1. Click Masters > Instruments > Meters. The Meter - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Pocket Dosimeters

Use the Pocket Dosimeters master list to create and maintain a list of all of your lab’s pocket
dosimeters. You can add, edit, or delete a pocket dosimeter.

Adding a Pocket Dosimeter Record

To add a pocket dosimeter record:

1. Click Masters > Instruments > Pocket Dosimeters. The Pocket Dosimeter - Master list displays.

Figure 304 Pocket Dosimeter - Master list

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2. Click . The Pocket Dosimeter - New dialog box displays.

Figure 305 Pocket Dosimeter - New dialog box

3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter a descriptive label in the Description box.
This normally describes the location of the pocket dosimeter in the lab.

5. Select the In Service check box if the pocket dosimeter is in service.
Clear the check box if the unit is under repair.

6. Enter a unique identifier code in the Lab Identifier box.
7. Enter the number assigned by the facility to this pocket dosimeter in the Facility Inventory Serial #

box.
This is most applicable in university or government labs where the institution has assigned a
tracking number to this unit.
8. Enter any additional comments in the Comments box.
9. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
10.Enter the model in the Model box.
11.Enter the brand name in the Brand box.
12.Enter the pocket dosimeter’s serial number in the Serial Number box.
A serial number is required and must be unique for each pocket dosimeter.
13.If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

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14.Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Pocket Dosimeter Record

To edit a pocket dosimeter record:

1. Click Masters > Instruments > Pocket Dosimeters. The Pocket Dosimeter - Master list displays.

2. Select the record you want to edit and click . The Pocket Dosimeter - Edit dialog box
displays.

Figure 306 Pocket Dosimeter - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Pocket Dosimeter Record

NOTE: You cannot delete a pocket dosimeter record if there are any dependencies associated to it.

To delete an existing pocket dosimeter record:
1. Click Masters > Instruments > Pocket Dosimeters. The Pocket Dosimeter - Master list displays.

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2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Scalers

Use the Scalers master list to enter and maintain a list of all single and multichannel analyzers (scalers).
You can add, edit, or delete a scaler.

Adding a Scaler Record

To add a scaler record:

1. Click Masters > Instruments > Scalers. The Scaler - Master list displays.

Figure 307 Scaler - Master list

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2. Click . The Scaler - New dialog box displays.

Figure 308 Scaler - New dialog box

3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter a descriptive label in the Description box.
This normally describes the location of the scaler in the lab.

5. Select the In Service check box if the scaler is in service.
Clear the check box if the unit is under repair.

6. Enter a unique identifier code in the Lab Identifier box.
7. Enter the number assigned by the facility to this scaler in the Facility Inventory Serial # box.

This is most applicable in university or government labs where the institution has assigned a
tracking number to this unit.
8. Enter any additional comments in the Comments box.
9. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
10.Enter the model in the Model box.
11.Enter the brand name in the Brand box.

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12.Enter the model number of this scaler in the Detector Model box.
13.Enter the brand name of the detector attached to this scaler in the Detector Brand box.
14.Enter the scaler’s serial number in the Serial Number box.

A serial number is required and must be unique for each scaler.

15.Enter the serial number of the detector in the Detector Serial Number box.
16.If this unit is used for performing wipe tests on DOT packages received by your lab, enter the

number of counts for the action level for this instrument in the DOT Action Level box.

17. Select the default efficiency from the Default Efficiency drop-down list.
18.If you want to create multiple records with similar information and do not want to retype the

information, click the Copy check box.

19. Click OK.
If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Scaler Record

To edit a scaler record:

1. Click Masters > Instruments > Scalers. The Meter - Master list displays.

2. Select the record you want to edit and click . The Scaler - Edit dialog box displays.

Figure 309 Scaler - Edit dialog box

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NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.

For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Scaler Record

NOTE: You cannot delete a scaler record if there are any dependencies associated to it.

To delete an existing scaler record:

1. Click Masters > Instruments > Scalers. The Scaler - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

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Sources

This section describes how to manage sources and source types.

List

The Sources master list contains a list of sources. You can add, edit, and delete sources.

Adding a Source Record

To add a source record:

1. Click Masters > Sources > List. The Source - Master list displays.

Figure 310 Source - Master list

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2. Click . The Source - New dialog box displays.

Figure 311 Source - New dialog box
3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter a descriptive label in the Description box.
5. Select the source type from the Source Type drop-down list.
6. Select the isotope from the Isotope drop-down list.
7. Click the button in the Calibration Data Time drop-down list. The Report Calendar displays.
8. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
If you want to change the time, enter the new time in the appropriate box.
9. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
10.Enter the original activity of the source in the Calibration Activity box.

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11.Select the measurement from the Calibration Activity drop-down list.
12.Enter the location where the source is stored in the Storage Location box.
13.Enter the model in the Model box.
14.Enter the source’s serial number in the Serial Number box.

A serial number is required and must be unique for each source.
15.Enter the name of the manufacturer of this source in the Vendor box.
16.Select the Thyroid Bioassay Calibration check box if this source is to be used for thyroid bioassay

testing.
17. Select the Dose Calibrator Accuracy check box if this source is to be used by the dose calibrator

accuracy program.
18.Select the Instrument Calibration check box if this source is to be used to calibrate any of the

health physics instruments.
19. Select the Leak Test Required check box if this source requires leak testing on a periodic basis.
20.Click the button in the Last Leak Test Date drop-down list. The Report Calendar displays.
21.Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in

the drop-down list.
22.Enter the last leak test results in the Leak Test Results box.
23.Select the measurement from the Leak Test Results drop-down list.
24.If you want to create multiple records with similar information and do not want to retype the

information, click the Copy check box.
25.Click OK.

If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

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Editing a Source Record

To edit a source record:

1. Click Masters > Sources > List. The Source - Master list displays.

2. Select the record you want to edit and click . The Source - Edit dialog box displays.

Figure 312 Source - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Source Record

NOTE: You cannot delete a source record if there are any dependencies associated to it.

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To delete an existing source record:

1. Click Masters > Sources > List. The Source - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Source Types

The Source Types master list contains all of the system’s source types. You can add, edit, or delete a
source type.

Adding a Source Type Record

To add a source type record:

1. Click Masters > Sources > Source Types. The Source Type - Master list displays.

Figure 313 Source Type - Master list

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2. Click . The Source Type - New dialog box displays.

Figure 314 Source Type - New dialog box

3. Enter the source physical form in the Source Physical Form box.
4. Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
5. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.
6. Click OK.
If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Source Type Record

To edit a source type record:

1. Click Masters > Sources > Source Types. The Source Type - Master list displays.

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2. Select the record you want to edit and click . The Source Type - Edit dialog box displays.

Figure 315 Source Type - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

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Deleting a Source Type Record

NOTE: You cannot delete a source type record if there are any dependencies associated to it.

To delete an existing source type record:

1. Click Masters > Sources > Source Types. The Source Type - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

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Reminders

This section describes how to manage reminders, reminder types, and reminder resources.

Reminder Types

A reminder type defines the type of reminder. You can add, edit, or delete a reminder type.

Adding a Reminder Type Record

To add a reminder type record:
1. Click Masters > Reminders > Reminder Types. The Reminder Type - Master list displays.

Figure 316 Reminder Type - Master list

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2. Click . The Reminder Type - New dialog box displays.

Figure 317 Reminder Type - New dialog box

3. Enter a descriptive label in the Description box.

4. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

5. Enter the interval in the Reminder Interval box.

6. Select the interval period (hours, days, weeks, months, years) from the Reminder Interval
drop-down list.

7. If you selected Week(s) for the Reminder Interval, select the days that you want to be reminded.

8. Enter the interval before you want to be reminded in the Reminder Before box.

9. Select the interval period (hours, days, weeks, months, years) from the Reminder Before
drop-down list.

10.Select the Mandatory check box if you want this reminder type to be mandatory.

11.If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

12.Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

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Editing a Reminder Type Record

To edit a reminder type record:

1. Click Masters > Reminders > Reminder Types. The Reminder Type - Master list displays.

2. Select the record you want to edit and click . The Reminder Type - Edit dialog box displays.

Figure 318 Reminder Type - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Reminder Type Record

NOTE: You cannot delete a reminder type record if there are any dependencies associated to it.

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To delete an existing reminder type record:

1. Click Masters > Reminders > Reminder Types. The Reminder Type - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Reminder Resources

A reminder resource contains the resources used for user-defined reminders. You can add, edit, or
delete a reminder resource.

Adding a Reminder Resource Record

To add a reminder resource record:

1. Click Masters > Reminders > Reminder Resources. The Reminder Resource - Master list
displays.

Figure 319 Reminder Resource - Master list

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2. Click . The Reminder Resource - New dialog box displays.

Figure 320 Reminder Resource - New dialog box

3. Select a reminder type from the Reminder Type drop-down list.
4. Select a resource type from the Resource Type drop-down list.
5. Select a resource from the Resource drop-down list.
6. Enter any additional comments in the Comments box.
7. If you want to create multiple records with similar information and do not want to retype the

information, click the Copy check box.
8. Click OK.

If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Reminder Resource Record

To edit a reminder resource record:

1. Click Masters > Reminders > Reminder Resources. The Reminder Resource - Master list
displays.

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2. Select the record you want to edit and click . The Reminder Resource - Edit dialog box
displays.

Figure 321 Reminder Resource - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

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Deleting a Reminder Resource Record

NOTE: You cannot delete a reminder resource record if there are any dependencies associated to it.

To delete an existing reminder resource record:

1. Click Masters > Reminders > Reminder Resources. The Reminder Resource - Master list
displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

Reminders

The Reminders master list displays all of your lab’s reminders.

Displaying Reminders

To display reminders:

1. Click Masters > Reminders > Reminders. The Reminder - Master list displays.

Figure 322 Reminder - Master list

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NOTE: The fields that display depend on your system’s configuration. For more information, see
”Detail Tabs” on page 141.

For more information on working with reminders, see ”Dismissing a Reminder” on page 635.

Survey Areas

This section describes how to manage survey areas.

List

The Survey Areas master list contains your lab’s survey locations. You can add, edit, or delete a survey
area.

Adding a Survey Area Record

To add a survey area record:

1. Click Masters > Survey Areas > List. The Survey Area - Master list displays.

Figure 323 Survey Area - Master list

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2. Click . The Survey Area - New dialog box displays.

Figure 324 Survey Area - New dialog box

3. Enter a descriptive name in the Survey Area box.

4. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

5. Select the Restricted Area check box if the area is restricted.

6. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

7. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Survey Area Record

To edit a survey area record:

1. Click Masters > Survey Areas > List. The Survey Area - Master list displays.

2. Select the record you want to edit and click . The Survey Area - Edit dialog box displays

Figure 325 Survey Area - Edit dialog box

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NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.

For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Survey Area Record

NOTE: You cannot delete a survey area record if there are any dependencies associated to it.

To delete an existing survey area record:

1. Click Masters > Survey Areas > List. The Survey Area - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items confirmation
box displays.

3. Click Yes.

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Groups

The (Survey Area) List Group master list contains groups of survey areas. You can add, edit, or delete a
survey area group.

Adding a Survey Area Group Record

To add a survey area group record:
1. Click Masters > Survey Areas > Groups. The Survey Area Group - Master list displays.

Figure 326 Survey Area Group - Master list

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2. Click . The Survey Area Group - New dialog box displays.

Figure 327 Survey Area Group - New dialog box
3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter a descriptive name in the Group Name box.
5. Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
6. Select the survey areas that you want in your group from the list.
7. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.
8. Click OK.
If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Survey Area Group Record

To edit a survey area group record:

1. Click Masters > Survey Areas > Groups. The Survey Area Group - Master list displays.

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2. Select the record you want to edit and click . The Survey Area Group - Edit dialog box
displays.

Figure 328 Survey Area Group - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Survey Area Group Record

NOTE: You cannot delete a survey area group record if there are any dependencies associated to it.

To delete an existing survey area group record:

1. Click Masters > Survey Areas > Groups. The Survey Area Group - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

3. Click Yes.

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Wipe Locations

This section describes how to manage wipe locations.

List

The Wipe Locations master list contains your lab’s wipe locations. You can add, edit, or delete a wipe
location.

Adding a Wipe Location Record

To add a wipe location record:

1. Click Masters > Wipe Locations > List. The Wipe Location - Master list displays.

Figure 329 Wipe Location - Master list

2. Click . The Wipe Location - New dialog box displays.

Figure 330 Wipe Location - New dialog box

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3. Enter a descriptive name in the Wipe Area box.

4. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

5. Select the Restricted Area check box if the area is restricted.

6. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

7. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Wipe Location Record

To edit a wipe location record:

1. Click Masters > Wipe Locations > List. The Wipe Location - Master list

2. Select the record you want to edit and click . The Wipe Location - Edit dialog box displays.

Figure 331 Wipe Location - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Wipe Location Record

NOTE: You cannot delete a wipe location record if there are any dependencies associated to it.

To delete an existing wipe location record:
1. Click Masters > Wipe Locations > List. The Wipe Location - Master list displays.

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2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

3. Click Yes.

Groups

The (Wipe Locations) Groups master list contains your lab’s wipe location groups. You can add, edit, or
delete a wipe location group.

Adding a Wipe Location Group Record

To add a wipe location group record:

1. Click Masters > Wipe Locations > Groups. The Wipe Location Group - Master list

Figure 332 Wipe Location Group - Master list

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2. Click . The Wipe Location Group - New dialog box displays.

Figure 333 Wipe Location Group - New dialog box

3. Select the customer assigned to this unit from the Customer drop-down list.

NOTE: The Customer box does not appear on Hospital versions of this application.

4. Enter a descriptive name in the Group Name box.
5. Select the Active check box if you want this record to be accessed in drop-down lists throughout the

application. If it is not selected, the record can only be accessed from the master list in which it is
listed.
6. Select the wipe locations that you want in your group from the list.
7. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.
8. Click OK.
If you did not select the Copy check box, the record is created.
If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

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Editing a Wipe Location Group Record

To edit a wipe location group record:

1. Click Masters > Wipe Locations > Groups. The Wipe Location Group - Master list displays.

2. Select the record you want to edit and click . The Wipe Location Group - Edit dialog box
displays.

Figure 334 Wipe Location Group - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.

For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Wipe Location Group Record

NOTE: You cannot delete a wipe location group record if there are any dependencies associated to it.

To delete an existing wipe location group record:

1. Click Masters > Wipe Locations > Groups. The Wipe Location Group - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

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3. Click Yes.

Other

This section describes how to manage runs, waste bins, custom codes, and month end dates.

Run

The Run master list contains all of your lab’s runs you can add, edit, or delete a run.

Adding a Run Record

To add a run record:

1. Click Masters > Other > Run. The Run - Master list displays.

Figure 335 Run - Master list

2. Click . The Run - New dialog box displays.

Figure 336 Run - New dialog box

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3. Enter the run number in the Run Number box.

4. Enter how long it takes for the run in the Run Time box.

5. Enter the delivery charges in the Delivery Charges box.

6. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

7. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

8. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Run Record

To edit a run record:

1. Click Masters > Other > Run. The Run - Master list displays.

2. Select the record you want to edit and click . The Run - Edit dialog box displays.

Figure 337 Run - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Run Record

NOTE: You cannot delete a run record if there are any dependencies associated to it.

To delete an existing run record:
1. Click Masters > Other > Run. The Run - Master list displays.

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2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

3. Click Yes.

Waste Bin Types

The Waste Bin Types master list contains all of your lab’s waste bin types. You can add, edit, or delete a
waste bin type.

Adding a Waste Bin Type Record

To add a waste bin type record:

1. Click Masters > Other > Waste Bin Types. The Waste Bin Type - Master list displays.

Figure 338 Waste Bin Type - Master dialog box

2. Click . The Waste Bin Type - New dialog box displays.

Figure 339 Waste Bin Type - New dialog box

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3. Enter a descriptive label in the Description box.

4. Enter a search name in the Search Name box. The search name is used for searching for this waste
bin in lists.

5. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

6. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

7. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Waste Bin Type Record

To edit a waste bin type record:

1. Click Masters > Other > Waste Bin Types. The Waste Bin Type - Master list displays.

2. Select the record you want to edit and click . The Waste Bin Type - Edit dialog box
displays.

Figure 340 Waste Bin Type - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Waste Bin Type Record

NOTE: You cannot delete a waste bin type record if there are any dependencies associated to it.

To delete an existing waste bin type record:
1. Click Masters > Other > Waste Bin Types. The Waste Bin Type - Master list displays.

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2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

3. Click Yes.

Custom Codes

Custom codes can be used for any type of tracking or identification that would be useful to your
department. You can add, edit, or delete a custom code.

Adding a Custom Code Record

To add a custom code record:

1. Click Masters > Other > Custom Codes. The Custom Code - Master list displays.

Figure 341 Custom Code - Master list

2. Click . The Custom Code - New dialog box displays.

Figure 342 Custom Code - New dialog box

3. Enter the type in the Code Type box.
4. Enter the custom code in the Custom Code box.
5. Enter a descriptive label in the Description box.

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6. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

7. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

8. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Custom Code Record

To edit a custom code record:

1. Click Masters > Other > Custom Codes. The Custom Code - Master list displays.

2. Select the record you want to edit and click . The Custom Code - Edit dialog box displays.

Figure 343 Custom Code - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Custom Code Record

NOTE: You cannot delete a custom code record if there are any dependencies associated to it.

To delete an existing custom code record:

1. Click Masters > Other > Custom Codes. The Custom Code - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

3. Click Yes.

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Month End Dates

The Month End Dates master list contains end-of-month dates for other than a calendar month. If your
department is on a calendar month basis, such as January 31st, you do not have to enter dates; the
system assumes a calendar month. However, you need to enter dates if your department is not on a
calendar month accounting cycle. If end-of-month dates are defined here, the fiscal period will start on
the previous ending date plus one day and extend through the next specified ending date.

Adding a Month End Date Record

To add a month end date record:
1. Click Masters > Other > Month End Dates. The Month End Dates - Master list displays.

Figure 344 Month End Date - Master list

2. Click . The Month End Dates - New dialog box displays.

Figure 345 Month End Dates - New dialog box
3. Select the month from the Month drop-down list.

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4. Select the year from the Year drop-down list.

5. Click the button in the Month End Date drop-down list. The Report Calendar displays.

6. Click the arrow buttons to adjust the months, and then click the desired date. The date is entered in
the drop-down list.

7. Select the Active check box if you want this record to be accessed in drop-down lists throughout the
application. If it is not selected, the record can only be accessed from the master list in which it is
listed.

8. If you want to create multiple records with similar information and do not want to retype the
information, click the Copy check box.

9. Click OK.

If you did not select the Copy check box, the record is created.

If you selected the Copy check box, the record is created and a copy of the record is generated and
displayed. Enter your changes and when you click OK, another new record is created.

Editing a Month End Date Record

To edit a custom code record:

1. Click Masters > Other > Month End Dates. The Month End Dates - Master list displays.

2. Select the record you want to edit and click . The Month End Dates - Edit dialog box
displays.

Figure 346 Month End Date - Edit dialog box

NOTE: Tabbed items at the bottom of this dialog box enable you to view, add, edit, and delete records
associated with this record. The application comes with factory installed tabs that can be customized.
For more information, see ”Detail Tabs” on page 141.

3. Edit the information that you need to update.
4. Click OK.

Deleting a Month End Date Record

NOTE: You cannot delete a month end date record if there are any dependencies associated to it.

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To delete an existing month end date record:

1. Click Masters > Other > Month End Dates. The Month End Dates - Master list displays.

2. Select the record you want to delete and click . The Delete Master List Items
confirmation box displays.

3. Click Yes.

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