How to Manage the General Information Tab

The General Information section of a protocol allows you to name the protocol, specify the associated procedure, and add an indication. Completing this section ensures protocols are clearly identified and easily managed.

Adding or Editing General Information

Steps to Access the General Information Tab:

1. Navigate to the Desired Protocol:

   • In the left-hand menu, select the protocol you wish to edit.

2. Open the General Information Tab:

   • In the left-hand menu of the selected protocol, click on General Information.

Filling Out the Required Fields:

• Protocol Name: Provide a clear and descriptive name for the protocol.

• Procedure: Specify the procedure this protocol applies to.

• Indication: Optionally, include an indication to give more context about when this protocol is used.

Note: The Protocol Name and Procedure fields are mandatory. You won’t be able to save the protocol without completing these fields.

Saving and Publishing:

• Once you’ve filled in the necessary information, click Save to store your changes.

• To make the protocol available in the Incision Assist app, click Publish.

By keeping the General Information tab updated, you ensure your protocols are well-organized and accessible for your team.