Creating a Packet Template - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Standard-Mode/Configuring-ROI/Configuring-Packet-Templates/Creating-a-Packet-Template - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

When a packet is generated, its pages are generated according to the specified packet template. A packet template specifies the text overlays available for users to choose from when they generate packets based on the template.

To create a packet template:

  1. From the Configuration module, select Medical | Release of Information | Packet Templates.

    The Packet Template Configuration dialog box is displayed.

  2. Enter a name for the template, and click Create. The Text Overlays dialog box is displayed.
  3. Select the text overlays that apply to this template, and click Add.

    When you add text overlays to the packet template, the overlays become available for users to select when they generate packets with the template.

    To remove one or more text overlays from the template, select the overlay(s) from the Selected list and click Remove.

  4. Click Close.
    Once packet templates are created, they can be assigned to specific facilities. For more information on selecting a default template for a facility, see Configuring ROI Facility Settings.