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Creating an Instrument

Once you have created your Docket, you can proceed to creating and editing Instruments.

Tip: At any time, you can learn more about the screens you're using by consulting the Instrument or Instrument List navigation topics.

Note: The data and display shown in these scenarios may differ from the display in your training environment.

To create an Instrument:

1. From the Home/Dockets screen, select your Docket in the list.
2. From the green arrow menu to the right of the Docket, select Open.

The Docket opens, displaying the Instrument List.

3. Select the Create New button.

The Create New Instrument window opens, displaying the list of Instrument Types.

4. Select the type of Instrument from the list or enter a keyword into the Search field and select the Search button.
5. Select the Create button.

The Instrument opens on the first branch, ready for use.

Now the Instrument can be edited, signed and registered.