Add product and competitor products to the formulary list
The detail required is configured to meet your organisations requirements, so you may be able to see some or all of the fields in the example below.
Open the account
Under the Navigation tab click Formulary
Under the Actions tab click Add Product
Complete the form that appears
- Formulary List: Select from the drop-down options
- Formulary Group: Select from the drop-down options
- Product: Select from the drop-down options
- Product Usage: Select from the drop-down options
- On Formulary: Select from the drop-down options
- Formulary URL: Click in the field and type the formulary’s web-address
- Formulary Notes: Click in the field and type any relevant notes
- Guidelines: Select from the drop-down options
- Guidelines URL: Click in the field and type the guidelines’ web-address
- Guidelines Notes: Click in the field and type any relevant notes
Display options are available on the formulary and product details screen:
Click the Up or Down buttons to reorder the formulary lists. The list will switch position with the list directly above or below.
Click the Show/Hide Formulary Notes button and click in the Notes field to add notes regarding the formulary.
Click the audit button to display the history of changes to the formulary status
Click the open URL button to view the formulary or guidelines website
Verify the formulary product details by ticking the red circle. The name of the person verifying the formulary product details will be added to the product along with the date.
Each formulary list or product entry can be shown or hidden by clicking the + or – buttons associated with the line.
Click the Save button to continue or Save and Exit button to leave the account record.
Important: If the product has already been verified, editing fields will return the product to an unverified status.