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Prerequisite

  • Users having access to specimen carts can create and share folders.

Creating a new folder

 Click to expand
  • Navigate to the cart list view page.

  • Select the carts to be added to a folder.

  • Click on  'Assign' → 'Create New'

  • On the Create folder page.

  • Fill in the mandatory details.

  • Mention the multiple user groups with whom the folders need to be shared.

Only Super admins can share the carts with user groups of other Institutes.

Editing a folder

Only Super admins and the users who have created the folders (Folder owner) can edit the folder attributes like its name, description, and user groups with whom it is shared.

 Click to expand
  • To modify the attributes, navigate to the cart list view page.

  • Click on Assign→ Manage folders.

  • Click on the edit icon.

Users who have access to the folders but have not created them won't be able to see the edit/delete icon.

  • On the update folder page, make the changes and click on update.

Managing carts within a folder

Users having access to folders can add and remove the carts within the folders

 Click to expand

Add a cart to an existing folder

  • Select the carts to be added.

  • Click on 'Assign'

  • Click on the existing cart folder.

Remove a cart from an existing folder.

  • Navigate to carts → View Folders.

  • Select the carts to be removed.

  • Click on the Remove tab.

Search a folder

 Click to expand
  • Users can filter carts based on the folders.

Deleting a folder

Only Super admins and Cart folder owners can delete the folder.

 Click to expand
  • Navigate to carts.

  • Click on the 'View Folder' tab.

  • Click on the Delete icon.

  • On the Delete folder pop-up window, click on yes.

What happens when a cart is added to a folder?

 Click to expand
  • Users in the group with whom the cart folder is shared will have access to the carts.

  • When a folder is shared with a user group of other institutes, then specimens of only those CPs are visible, which is common for the institutes.

  • Users having access to folders can manage the carts within it.

What happens when a cart is removed from a folder?

 Click to expand
  • Users will no longer have access to the folders and the carts.

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