Sabrina Paquet
Updated :
The Meta enables the creation and centralization of clinical content. The search engine allows efficient retrieval of forms, and files can be moved by directly selecting the item and placing it in the desired location.
The features available at the top of the library are accessible when a folder is selected:
Create a folder
Create a document
Create a view: refer to the Summary View section
Create a System document: feature reserved for the provider
Display inactive documents in the library
The group detail allows you to name a folder and assign it a description that will be visible only to the application owner (optional):
Form in Edit Mode
The title of a document in edit mode is displayed in green and can be modified. From the options menu, the following features are available:
Release: Makes the new version of the document available.
Block: Prevents the document and its comments from being edited by another application owner.
Unlock: Makes the document available to another application owner and allows it to be published.
Deactivate: Makes the document unavailable in the management library and in the user's library. If a document was saved as a draft, it can still be continued and finalized.
Historical: (not available)
Export: Feature reserved for the provider.
Published Form
The title of a published document is displayed in black. From the options menu, the following features are available:
Set in edition: Allows the document to be modified.
Block: Allows the document to be locked to prevent modifications between two application owners.
Deactivate: Makes the document unavailable in both the management library and the user’s library. If a draft version of the document was saved, it can still be continued and finalized.
Historical: (not available)
Export: Feature reserved for the provider.