Create your own Local Guideline Index

A Local Guideline index is just another guideline which consists of a series of guideline jumps, and is designed just like any other guideline. By embedding guidelines or guideline jumps, you can set up your own guideline index or indices to cover different situations. It is designed exactly the same as any other guideline.

The Local Guideline Index line needs to list any of your local guidelines so you can select them within Patient Records Management tab.

1. Display the Select Guideline by Mnemonic screen from Guidelines - Select Guideline.
2. Either click Local Index ; or type U_INDEX in the Mnemonic window and press Enter. This should list the U_INDEX: Local Guideline Index; highlight this and click on View.
3. Click Design mode .
4. The text line is framed, to show it is selected. Anything you now add will go on the next line.
5. Click on the Embed a Guideline icon.. This display the Select Guideline by Mnemonic screen.
6. Type in U_Reports and press Enter and click OK. This is theLocalReports Index.
7. Click Embed a Guideline again. Making sure that Centrally issued and Reports are unticked, select a local guideline that you want add by either typing its mnemonic or just pressing Enter and selecting from the list (refer to the list of mnemonics mentioned in Local Guidelines for downloading if you have downloaded guidelines from the Vision website), eg NSFCHD, and press Enter, OK.
8. Repeat step 8 until you have built up your Guideline list. Don't include any management plans starting with @ as these are better accessed from the navigation pane.

   Remember you can change the order in the list by dragging and dropping the blue sub-headings.

   Note - If you want to categorise your local guidelines, add suitable sub-heading lines followed by the embedded guideline. For instance, Data Entry, Disease Management, Nursing, Drugs, Administration etc.
9. Finally, click on Save and exit.
10. Check your new entry is made by clicking on .
11. Now you need to fill out your Local Reports Index. From Select Guidelines, type U_Reports, press Enter then View.
12. Click Design mode .
13. Click Embed Guideline . On the Select Guideline screen, type in part of or the whole of a local report name, or uncheck Locally Generated and Centrally Issued and just press Enter. This should list local reports only. Select one.
14. Repeat the last step until you have built up a list of local reports.
15. Save and Close.

Go to the Guidelines tab and try out your new Local Guideline Index. You should be able to single click on the Local Reports line to expand the list of local reports. (Because U_Reports is classed as a Local Guideline in its Header screen, it should behave like that. If it goes to print when you double click on it, make sure the Header screen has the Category as a Local Guideline, and not as a Report).