Company Procedures Quick Guide

  1. Select an appropriate generic procedure
    1. From Company Folder > Procedures, Search for a generic procedure similar to what the company wants.
    2. Select the procedure.
    3. Copy it (Ctrl+O).
    4. Answer Yes to "Copy subordinate records?"
  2. Customize
    1. Enter the appropriate Company ID.
    2. Change the Description, if needed, to reflect changes for company.
    3. Save (Ctrl+S).
  3. Add Tasks
    1. Click the Task button to add at least one task to this procedure.
    2. See Tasks for the Company Procedure.
  4. Modify Forms/Labels if used
    1. Click the Forms/Labels button if you need to change the forms attached to the procedure or the number of labels to print. This is used only for text or paper forms.
    2. If you are using PDF forms, ignore this button.
    3. See Procedure Forms/Labels.

Company Procedure Field Descriptions

Label Description
ID ID of the source generic procedure.
Company ID ID of the company that uses this modification of the generic procedure.
Description Description of this company-specific procedure; may be the same as the generic description.
Show in iSYSTOC E.R.? Check if you want this company-specific procedure to appear in iSYSTOC E.R.. This option will work with version 4.1 and above.
F3 Memo In a paperless office, do not enter special instructions in the F3 Memo of the procedure. This memo, while it does print on the flow sheet, is not visible on the Orders screens. It is better to use the memo on the tasks, not the procedure, or create a separate task just for instructions
Task Add or review tasks attached to this procedure.
Forms/Labels Add or review the form labels needed for this procedure.