Packages

The Packages tab is used to create custom lists or packages of commonly grouped tests. This list is accessible when ordering tests through the Order Entry screen.

To view test packages that have already been created for a client number, select the applicable client from the drop-down menu.

To Create/Edit a Package

1. Select the applicable client from the drop-down list. Packages that you create are associated with the client number that you choose.

2. Click Create Package to create a new test package. Click Edit to edit an existing package.
   
   Tip: You can copy an existing package from one client to another to save time. Just select the check box next to the package you want to copy and select Copy Package. In the dialog box select the client for the copied package and then Save.

3. Enter the name of the test package by typing it in the Test Package Name field.

4. Select and add the applicable tests.  
   See Add Tests for additional information.

5. Once you are finished creating/editing the package click Save.  

Remove a test from a package

You may remove a test by clicking Delete next to the test name. The following message will appear.

Select Yes, delete test to remove the test. Select No, keep test to keep the test in the package list. You can also select the Esc key to close the message without making a selection.

Delete Packages

Delete a single package

1. To delete a package in its entirety, click Delete next to the package name.  
   The following message will appear.
   
   
   
   
2. Select Yes, delete test package to remove the package. Select No, keep test package to close the message without removing the package. You can also select the Esc key to close the message without making a selection.

Delete multiple packages

1. Select check boxes next to the packages you want to delete.

2. Select Delete above the package list.
   
   
   
   The following message displays.
   
   

3. Select Yes, delete test packages to remove the packages. Select No, keep test packages to close the message without removing the package. You can also select the Esc key to close the message without making a selection.
   

Remove Inactive Test(s)

If a test contained within an existing package becomes inactive, the package name will contain the words, **Inactive Tests**. To view the tests contained on list, click to expand the package list. The inactive test will appear greyed out.

To remove the inactive test:

1. Click Edit to open the Create/Edit Package page.

2. Click Delete next to the inactive test.  

3. Click Remove Test on the Remove Test dialog box.

4. Click Save to save the changes that you made to the package.