Once a Planning patient has been added, a new request and plan can be created.

1. From the Patient list, select the patient to open.
2. Open the patient by clicking the patient row. The patient will open to the patient overview task.
3. The user may choose (not mandatory) to change the name of a course or enter course info such as the doctor's name (chosen from the dropdown) or a description of the course. This can be done by clicking on the blue Edit button under Course
4. The Intent information is retrieved from the information the user filled in while importing the patient; so nothing is needed done.
5. Open the Directive by clicking on the blue Open button
6. The Directive information is mandatory to fill out in order to proceed with planning.
7. 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)
   1. These doses will be used for reporting what is the physicians intent with this plan. They doses do not effect the calculation.
8. The next part of the Directive to be filled out is the Phases
9. Choose New Phase under Phases
10. The Phase label is free text that the user will fill in.
11. This is where the user will fill in the number of fractions and the prescription that is desired.
12. Muliple phases may be created at this point. An example would be a base plan and a boost.
13. The user should click the orange Done button when finished
14. At this point the user will need to click on the patients name in the top row. This will bring the user back to the patient overview.
15. The user can then go to the Snapshot (see Snapshots) or add a request
16. To add a Request click on the blue Add Request underneath Snapshot. Then click on the blue edit button.
    1. A phase must be chosen at this point. To do so click on the blue Edit
    2. Choose the phase from the drop down.
    3. The next step is to choose whether all fractions (All) are going to be implemented in this phase or if just a certain number (Count).
    4. Click the orange Done button in the bottom right of the column. Then click on the patient name to go back to the patient overview
17. At this point the user should click on the blue Add Plan under the Request.
    1. In the box that opens the user should name the plan and add any description they may want.
    2. Click on the orange OK button when finished.
18. This will take the user back to the patient overview.
19. To open the plan and begin the planning process the user should click on the blue Open button.