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--- planning:userguide:tutorials:creating_a_plan [2017/01/18 19:00] – kmobile
+++ planning:userguide:tutorials:creating_a_plan [2021/07/29 18:28] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Creating a Plan ======
-Once a Planning patient has been added, a new request and plan can be created.
+  - The point has now been reached where a //Plan// can be created
+  - Click on the blue //Add Plan// link under the //Patient Model// to create a new plan
+    - In the box that opens the user should name the plan and add any description they may want {{ :planning:userguide:tutorials:createb.png?400 |}}
+    - Note that the //Base Plan// option is used to specify whether an empty plan should be created or if the new plan should be pre-filled using the selected //Plan Template// (details on //Plan Templates// can be found [[planning:userguide:tutorials:plan_templates|here]])
+    - Click on the blue //OK// button when finished and the //Plan// has been created
+  - Open the plan and begin the planning process by clicking on the blue //Open// button next to the new plan
+    - Note that users are free to have as many plans as desired within a the //Patient Model// and each Plan will specify which portion of the Course Prescriptions it is attempting to implement
-  - From the //Patient list//, select the patient to open.
-  - Open the patient by double clicking the patient row or selecting the //Open// button in the //preview UI//. The //patient overview// will open up {{ :planning:userguide:tutorials:creating_plan_1.png?300 |}}
-  - The user may choose (not mandatory) to change the name of a course or enter course info such as the doctors name (chosen from the dropdown) or a description of the course. This can be done by clicking on the blue //Edit// button under //Course// {{ :planning:userguide:tutorials:creating_plan_course.png?300 |}}
-  - The //Intent// information is retrieved from the information the user filled in while importing the patient; so nothing is needed done.
-  - Open the //Directive// by clicking on the blue //Open// button
-   - The //Directive// information is **mandatory** to fill out in order to proceed with planning.
-   - The //Goals// is where the user will fill out what "goals" they would like to see achieved by the plan. The choices in the drop down will be set by the treatment site template that is chosen during the import process. The user can select doses for tumor volumes as well as Organs at Risk (OAR)
-   - FIXME add info about what roles each play.
-   - The next part of the //Directive// to be filled out is the //Phases//
-   - Choose //New Phase// under //Phases//
-   - The //Phase// label is free text that the user will fill in
-   - This is where the user will fill in the number of fractions and the prescription that is desired. {{ :planning:userguide:tutorials:creating_plan_prescription.png?300 |}}
-  - From the //patient overview// select the //Create Request// button.
-    - The //treatment request// and //schedule// can be set from within the //request//.
-  - Now that a //request// has been created, select the //Create Plan// button.
-    - Name the plan and add any relevant description.
-  - Once the plan is created, select the //open// button next to the plan name.
-{{ :planning:userguide:tutorials:planning_create_new_request_plan.png?500 |}}