ARU ARUP Gateway P Gateway. ARUP Gateway. ARUPLab.com

Transcription

1 ARU P Gateway ARUPLab.com User Manual August 2017

2 Table of Contents Introduction... 5 Getting your Laboratory Test Directory Up and Running... 5 Maintenance... 5 Hotlines... 5 Browsers... 6 General Information... 7 System Timeout... 7 ARUP Connect Password Management... 7 Icons... 7 Search for a Test... 8 Browse A-Z... 8 Quick Search... 8 Full Search... 9 Filtering Full Search... 9 All Tests Synonyms Search Categories Viewing Test Information or Print Test Information Test Information Print Test Information Managing Tests Add Test Add a Single Test Add a Test Performed by ARUP Edit a Test Pending Changes Delete a Test Import ARUP Test Data Import Options Entry Boxes Fields Display in Containers How to Add Test Information to Entry Boxes Categories Entry Box ii

3 Right Margin Containers Entering Fields in Right Margin Containers Test Field Information Test Detail Tabs Synonyms Admin Control Panel Settings Logo, Header Background Image, and Favicon Disable Notifications, Test Directory Display Name and Test Status Color Settings Slideshow Builder Home Page HTML Links Color Settings Examples Custom Fields Add a Custom Field Edit a Custom Field Delete a Custom Field Layout Test Display Settings Test Change Comments Standard Fields Layout - Containers Add New Test Container Edit the Title/Location of Container Delete a Container Assign (Map) Fields to Containers Remove Fields from a Container Arrange Field/Container Order Layout - Entry Boxes Assign an Entry Box to a Container Entry Boxes Controlled By Test Display Settings Upload Tests Onscreen Instructions Create the Spreadsheet Create a Configuration Upload Referenced Files Process Spreadsheet Upload More Tests Overwriting Tests Delete Multiple Tests To Delete Multiple Tests: Reports iii

4 Types of Reports TestExport Report TestChangeAudit Report TestSnapshot report Test Books Creating a New Test Book Exporting a Test Book Editing a Test Book Search Create New Search Categories Assign Tests to a Category Edit Search Categories Editing Tool Overview Tools Links Anchors Tables Insert a Table Modify Table Modify Cells Insert Images Insert an Image from the Server Insert an Image on the Internet Delete an Image from the Server Insert File Server Files Upload Files Spell Check Spell Check As You Type Spell Check Notifications Messages Viewing a Message Archiving a Message Deleting a Message Replying to a Message iv

5 History Notifications Client User s Manual Copyright Revised August 2017 version Associated Regional and University Pathologists, Inc. 500 Chipeta Way, Salt Lake City, Utah ALL RIGHTS RESERVED v

6 ARU P Gateway Introduction is a resource for ARUP clients to deliver a customized online Integrated Laboratory Test Directory to their own clients. Gateway can be customized to show your brand and image to help enhance your outreach services. Login directly to your site via the URL provided to you. Example URL: Getting your Laboratory Test Directory Up and Running Setup the test Fields and Containers for your tests. Upload your tests. Customize the look of your Laboratory Test Directory to match your company's look and feel. Provide the testmenu.com URL out to your Laboratory Test Directory users. Example URL: Maintenance Once you do the initial set up of your Laboratory Test Directory, you only need to maintain it. Add tests (yours and/or ARUPs) Edit tests Delete tests Hotlines If you have activated Receive Automatic Updates (Add a Test) and/or Import ARUP Data (Importing Tests), you will receive updates for ARUP tests that are part of ARUP Hotlines automatically. 5

7 New test(s) added during Hotlines will not be added automatically to your Laboratory Test Directory. You will need to add these tests manually on a case by case basis. Deleted test(s) removed during Hotlines will not be removed automatically to your Laboratory Test Directory. You will need to delete these tests manually. Browsers To use the administrator functions in Gateway, you should use: Internet Explorer versions 8 through 11. Google Chrome is also supported. A screen resolution setting of 1280x1060 is optimal. The administrator functions are not intended for use on a mobile device. 6

8 General Information System Timeout The Gateway system is designed to time out and log administrators out after 30 minutes of inactivity. There is a warning that will pop up when your session is about to timeout. Click Stay Logged In to continue working. Important! In addition to the system timeout due to 30 minutes of inactivity, the system will also automatically log administrators out if you have been logged in for 2 hours. There will not be a warning that your session will end. When the system times out, you will be logged out immediately, and any unsaved work will be lost. ARUP Connect Password Management Your password for ARUP Connect is also the password that gives you access to Gateway. This password is managed through the ARUP Connect Account Administration > My Account. For complete instructions on entering/managing your password, click Help from the My Account screen in Connect. For additional assistance, contact your ARUP Connect administrator or ARUP Client Services. Icons Click on the table row and edit the field/container. Drag and drop items in a list to change the display order. Hover over the icon to view additional information. Click on the icon to open additional information in the Online Help. Click on the icon to expand and collapse the section. 7

9 Search for a Test Search for a test using the search tool found at the top of the page. Search using the following methods: Browse A-Z Quick Search Full Search Note: The test search is for plain text only. Any HTML entered into the search field is stripped out of the search criteria. The HTML still displays in the Test Name of the test page. Browse A-Z 1. Click. A drop-down menu appears. 2. Click a letter in the menu. In the Results Found section, an alphabetical list of tests starting with the selected letter displays. 3. Select the appropriate test from the Results Found list to view the test information. Select #0-9 to view all tests that begin with a number. Select ALLERGENS to view all the tests that begin with Allergen. Quick Search 1. Enter at least 3 characters of the Test Name or Number in the Search Box. Results will filter as you type. 8

10 2. Click on the row for the appropriate test to view the test information. If no tests match your criteria, try a Full Search. The Quick Search displays the matching Test Names first, then Test Number second (limited to 10 results). You can also search for tests by entering full or partial CPT codes. You can also search for a test by entering the full or partial LOINC in the Search Box. Full Search 1. Enter the Test Name or Number in the Search Box. 2. Click or press Enter. The Results Found list appears for all the tests that match the name/number you entered. This list displays both the Test Name and Number. 3. Click on the row for the appropriate test to view the test information. If you do not see your test, try changing your criteria to be more/less specific. Note that you must enter at least two numbers if searching by Test Number. The Results Found list displays the matching Synonyms first, Test Names second, and Test Numbers third. You can also search for tests by entering full or partial CPT codes. You will also be able to search for a test by entering the full or partial LOINC in the Search Box. Filtering Full Search After you have done a Full Search, you can filter the tests in the Results Found list. Simply type in the Search Box and the results will filter as you type. 9

11 All Tests To search for all tests available in your Laboratory Test Directory, leave the Search Box blank and click Search or press Enter. This is helpful, for example, if you wish to view or print the entire test directory list. Synonyms If synonyms are used in your Laboratory Test Directory, you can search by synonym using the Quick Search or the Full Search. Search Categories Search for a test using one of the above methods (excluding Quick Search) and stop once you are on the Results Found page. Here you may search by Search Categories. Search Categories are displayed on the right side of the Results Found page. The number of tests contained in each category will be indicated by the number in parenthesis next to the category name. 10

12 To view a test that has been assigned to a category: 1. Click the category name from the Search Categories list. 2. Click on the row for the appropriate test to view the test information. Note that the "New" and "Updated" categories are default Search Categories. Tests will display in these categories for the length of time that is specified to display test statuses in the Settings Tab in the Admin Control Panel. 11

13 Viewing Test Information Select the test to view the test information. Full Search Quick Search Once you have opened the test, select the tabs to view detailed test information. 12

14 You may find additional links that will take you to the ARUP Consult website discussing the related disease topics to the test you are viewing. 13

15 or Print Test Information Test Information To send an containing the link to test information for an individual test: 1. Click next to the test number at the top of the view test information page. The Send Test Link By dialog opens. 2. Enter the relevant information for the message. 3. Click Send. Print Test Information To print the test information for an individual test: 1. Click next to the test number at the top of the view test information page. The Print Options dialog box opens. 2. Select the check boxes next to the information you want to include in the print version. 3. Click Print. 14

16 Managing Tests Add Test These instructions explain how to add an individual test to your Laboratory Test Directory. To upload all your tests from an Excel spreadsheet see Upload Tests. Important! When entering or editing test information, be sure to save regularly as the Gateway system is designed to log you out after you have been logged in for 2 hours. When the system logs you out, you will be required to log in again and any unsaved work will be lost. Add a Single Test 1. Click Add Test at the bottom of the window. 2. Enter a Test Number and Test Name. 3. Choose a Start Date, or leave the default date to activate the test upon saving. The start date determines when the test shows publicly. 4. (Optional) Choose a Test End Date. Leave the field blank if you want the test to remain active until you manually choose to remove the test. 5. Enter the information required for each field found in the Test Detail Tabs, Entry Boxes and Right Margin Containers (if available). Note: Use the Editing Tool to modify the format of your text, and include links, images, documents, and tables in your fields. The editing tool opens when you click in the applicable field. 6. Click Save at the bottom of the window. 15

17 Add a Test Performed by ARUP To add a test that is performed by ARUP to your Laboratory Test Directory, use the Import ARUP Test Data feature to import ARUP test information. 1. Click Add Test at the bottom of the window. 2. Enter a Test Number and Test Name. 3. Choose a Start Date, or leave blank to activate the test upon saving. The start date determines when the test shows publicly. 4. (Optional) Choose a Test End Date. Leave the field blank if you want the test to remain active until you manually choose to remove the test. 5. Enter a valid ARUP test number in the ARUP Test Number field. Results will filter as you type. 6. Activate/Deactivate the import options. 7. Click Import. The ARUP Test Data is now filled in the applicable fields in the Test Detail Tabs and Entry Boxes. 8. Enter data into the editable fields, if applicable. 9. Click Save at the bottom of the window. Edit a Test You can edit existing tests in your Laboratory Test Directory. You can also save edits to be released at a future date as pending changes. To edit an existing test in your Laboratory Test Directory: 1. Search for the test. 2. Select the appropriate test. 3. Click Edit Test at the bottom of the window. 4. Enter/edit any fields as necessary. 16

18 5. Click Save at the bottom of the window. The Test Change Comments dialog box opens. Note: The Test Change Comments dialog box does not display if a comment is not required. See Test Change Comments for more information. 6. Enter any test change comment reasons into the text box. 7. Click Save. Note: When you edit tests that have imported ARUP data, only Custom Fields, Reported, and Storage/Transport Temperature fields will be editable. Automatic updates for this test will not override information that you enter into these fields. Pending Changes You can edit tests and save as a pending change for releasing at a later date. Create Pending Changes To create pending changes 1. Edit a test as outlined in the above Edit a Test process. 2. Click Save, the Test Detail window opens. 3. In the Effective Date field, select a future date that you want the changes to become effective. 4. Click Save. View Pending Changes To view pending changes 17

19 1. Open a test with pending changes. You can search for the test or use the Pending search category list from the home page. 2. Click the Edit Pending Changes button at the bottom of the screen. Information that has a pending change displays with a red exclamation point next to it. Delete or Revert Pending Changes To delete or revert pending changes 1. Open the test with pending changes. You can search for the test or use the Pending search category list from the home screen. 2. Click the Edit Pending Changes button at the bottom of the screen. Information that has a pending change displays with a red exclamation mark next to it. 3. Click the Revert link next to any pending change to revert back to the current value. You can also click Delete Pending Changes at the bottom of the screen to delete all displayed pending changes for the test. Delete a Test Note: Deleting a test cannot be undone. To restore a test, you will need to add the test as you would a new test. 1. Search for the test. 18

20 2. Select the appropriate test. 3. Click Delete Test at the bottom of the window. The Delete Test Comments dialog box opens. 4. Enter your test deletion comment reasons into the text box. 5. Click Delete. Import ARUP Test Data Use this option to import ARUP test information into all applicable fields. You may import ARUP test data when you add or edit a test. Note: If you import ARUP test data after you have entered test information into the fields, the information you have previously entered will be overwritten by ARUP test data. However, the following fields will not be overwritten: Custom Fields, Reported and Storage/Transport Temperature. 1. Type the ARUP test in the ARUP Test Number field. Results will filter as you type. 2. Activate/Deactivate the import options. 3. Click Import. The ARUP Test Data is now filled in the applicable fields found in Entry Boxes and Test Detail Tabs. Editable Fields After Import The only fields you can edit after import are: Custom Fields 19

21 Reported Storage/Transport Temperature Automatic updates for ARUP tests will not override information that you enter into these fields. Import Options Receive Automatic Activate this check box to receive automatic updates for this ARUP Updates test. Display Consult Link Activate this check box to have ARUP Consult links displayed for this test once you save the test. Note: Some of these options will display/not display based on the system settings. See the Layout tab for additional information on displaying the Consult links. Import ARUP Synonyms Activate this check box to import ARUP Synonyms to display with your test information once you save your test. Use ARUP Test Name Activate this check box to use the ARUP Test Name. When you select the check box, the Test Name field is populated with the ARUP Test Name and cannot be edited. If you clear the check box, you can then edit the test name. Entry Boxes You will find entry boxes on the right side of the Add a New Test and Edit Test page. Use the entry boxes to add test information. 20

22 Example Entry Box. Displays the name of the Container(s) the field has been mapped to. Fields Display in Containers When a test is saved, the information entered into Entry Boxes will display in the Container it has been mapped to. If the field in the entry box has not been mapped, the information entered into an entry box will not appear with your saved test. For instructions about how to map entry boxes, see Assign Entry Boxes to Containers. See below for an example of mapped and unmapped entry boxes. Unmapped Entry Box Mapped Entry Box 21

23 This field will not appear with your saved test because it is not mapped to a container. This field will appear in the Ordering container (tab) once you save your test. How to Add Test Information to Entry Boxes In the Add New Test or Edit Test page: 1. Enter the appropriate information in the Entry Box. 2. Click. 3. Click Save at the bottom of the window when you are finished adding/editing test information. Categories Entry Box Use to activate the check box of a category to assign the test to a Search Category, which must first be set up using the Search tab in the Admin Control Panel. Users will be able to search by this category when they search for a test. Note that a single test may be assigned to multiple categories. 22

24 Right Margin Containers You will find Right Margin Containers on the right side of the Add a New Test and Edit Test page below the Related Information, LOINC, and Synonyms Entry Boxes. Right Margin Containers are created configured in the Admin Control Panel under the Layout tab. Entering Fields in Right Margin Containers To enter information for a field that is assigned to a Right Margin Container: 1. Scroll down below the Related Information, LOINC, and Synonyms Entry Boxes. 2. Click in the field box(es) to activate the editing tool. 3. Click Save at the bottom of the window when you are finished adding/editing test information. Once you save your test, the information you enter will display in the right margin. In the following example, the Administrative Container has been set to display in the right margin. 23

25 Note: Right Margin Containers look similar to Entry Boxes in Add a Test and Edit a Test views. Remember that the Entry Boxes may not be displayed in the right margin when viewing a test. Only Containers assigned to display in the Right Margin will display in the right margin when viewing a test. Test Field Information The following table explains the field details in the Add or Edit Test views. Information about additional fields can be found in the Test Detail Tabs. Field Requirements Description Test Number Up to 50 characters The test number your clients will use for ordering this test. The number may be the same as the ARUP test number, or it may be different. Test Name Up to 500 characters The test name your clients will use when ordering this test. The name may be the same as the ARUP test number, or it may be different. Start Date Optional Use to schedule a start date for the test to occur in the future. Enter a start date, or use the calendar tool to choose the date. Activation will occur at 12 a.m. on that date. By default, the current date is automatically entered for the Start Date. If the default date is not changed, the test will become active immediately upon saving the test. When a test is entered with a start date in the future, it will be listed in your test directory with an "Inactive" status. 24

26 Test End Date ARUP Test Number Import Options Related Information LOINC Optional Import ARUP Test Data 7 digit number Import ARUP Test Data Activate/ deactivate Entry Box Title: Up to 250 characters URL: Up to 500 characters Entry Box Up to 500 characters Use to schedule an end date to inactivate a test in the future. Enter the Test End Date, or use the calendar tool to choose the date. The test will be inactivated at 12 a.m. on the date you enter. By default, the Test End Date is left blank, and will remain active indefinitely until either a date is entered here, or the test is deleted. When a test exists in a test directory past its end date, the test will be listed in your test directory with an "Inactive" status until it is deleted. To edit the Test End Date on an existing test, click the icon and select a new end date. Enter a valid ARUP test number to import ARUP test data. Results will filter as you type. Activate/deactivate the following options to indicate which ARUP test data to import. Receive Automatic Updates: Activate this box to receive automatic updates for this ARUP test. Display Consult Link: Activate this box to have ARUP Consult links displayed for this test once you save the test. Import ARUP Synonyms: Activate this box to import ARUP Synonyms to display with your test information once you save your test. Use ARUP Test Name: Activate this check box to use the ARUP Test Name. When you select the check box, the Test Name field is populated with the ARUP Test Name and cannot be edited. If you clear the check box, you can then edit the test name. Note: Some of these options will display/not display based on the system settings. See the Layout tab for additional information. Use to create links to other URLs with related information about your test. Enter the title the way you want it to appear on your Laboratory Test Directory. Enter a valid URL. Click. If this entry box has not been mapped, go to Layout to assign the Related Information field to a Container. Use to enter the LOINC code for a test. Enter the LOINC code, and click. Note: The text entered into this field will only display/not display based on system settings. See the Layout tab for more information. 25

27 Synonyms Entry Box Up to 500 characters Use this field to add your own synonyms for a test. Enter the Synonyms, and click. Note: The text entered into this field will only display/not display based on system settings. See the Layout tab for more information. Test Detail Tabs Use the Test Details Tabs to enter test information for a Test when you add or edit a test. Click in the field boxes to enter the field information and use the editing tool to format your text. Any fields that you leave blank will not appear when viewing a test in your Laboratory Test Directory. Below is an example of the Test Details Tabs in the Add New Test window. 26

28 Test Details Tabs Editing Tool Field entry box. All fields found in the Test Details tabs allow an unlimited amount of characters to be entered. Click Save when you are finished adding/editing test information. 27

29 Note: The fields and tabs that appear here are configured in the Layout tab. If changes need to be made to this configuration, go to the Layout tab in the Admin Control Panel. Synonyms If synonyms are used in your Laboratory Test Directory, you can search by synonym using the Quick Search or the Full Search. You must turn on the display of Synonyms using the Test Display Settings in the Layout tab. To learn more about Synonyms, see information about synonyms by clicking on the following links: Test Field Information Synonym Options Import Options Entry Boxes Right Margin Containers 28

30 Admin Control Panel The Admin Control Panel feature is available to Gateway Administrators only. Click Admin link at the top right of the page, or the Admin button found at the bottom of the window to navigate to the Admin Control Panel page. Important! Be sure to save regularly as the Gateway system is designed to log you out after you have been logged in for 2 hours. When the system logs you out, you will be required to log in again and any unsaved work will be lost. Use the following tabs to edit the setup of your Laboratory Test Directory: Settings. Use to customize the look and feel of your Laboratory Test Directory with your company identity. Here you can add your company Logo, customize the colors of Gateway to match your company colors, build a slideshow, and edit your Launch Page. Custom Fields. Use to add new custom fields that do not already exist by default in Gateway. Layout. Use to choose test display settings add, edit, or delete containers. Use this tab to assign (map) fields to the containers. Upload Tests. Use to upload your tests from a spreadsheet to the Gateway website. Delete Multiple Tests. Use to delete multiple tests at once. Reports. Use to generate, view, and export reports. Search. Use to create search categories. Settings Use the Settings tab to customize the look of your Laboratory Test Directory. To access the tab, click the Admin link and select the Settings tab. Click Save at the bottom of the screen when you are finished updating your settings. 29

31 Logo, Header Background Image, and Favicon The top area under the Settings tab allows you to add or delete logos, header background images, and favicons (favorite icon that displays in the favorites and browser tab) for your test directory. Add Logo, Header Background Image, or Favicon images In any of the Logo, Header Background Image, or Favicon areas, click Choose File to search for and select the desired image to be used. For best results: Favicons must be an.ico file and either 32x32 or 16x16. If the logo is larger than 450px wide and/or110px high, your image will automatically be re-sized. The header background image should be 1000px wide by 130px high. Your image will be saved once you click Save at the bottom of the screen. Set Logo Link You can make your logo image a link to a web page by setting a logo link. To set a logo link: 1. Click the Set Logo Link hyperlink next to the Logo field. The Logo Link window will open. 2. Enter a valid URL to the Logo Link field. 3. Click. 4. Click Close to close the Logo Link window. Your link will be saved once you click Save at the bottom of the screen. 30

32 Delete Logo, Header Background Image, or Favicon To remove an existing logo, header background image, or favicon select any or all of the Delete Logo, Delete Header Background Image, Delete Favicon check boxes. Click Save at the bottom of the window. Disable Notifications, Test Directory Display Name and Test Status Disable Notifications Activate this check box to disable the popup notifications that appear when a change has been made to a test in the Test Directory. Test Directory Display Name Enter a name for your test directory. This name will be displayed on the home page as "[Test Directory Display Name] Test Directory". Days to Display Test Status Enter the number of days that you would like show the test Status (New/Updated) to be displayed next to new or updated tests in your test directory. 31

33 Color Settings Click to expand this section. Here you may change the color settings of each area of your test directory by using the color palette or by entering the HTML color code into the Display fields. Click next to the Display field, if available, for an example of how editing the color of that field will change the color settings of your test directory. Click the Restore Default Color Scheme link to restore all your color settings to the default colors. Slideshow Builder Click to expand this section. Use the Slideshow Builder to generate a slideshow that you can display on your Launch Page. How to Add a Slideshow Important! The file name for images that you upload here should not have spaces or special characters. File sizes must be less than 30mb. 1. Activate the Active check box. 2. Select the slideshow position from the drop-down list (above or below). 3. Enter the height (in pixels) of your tallest image in the Height box. 4. Click. The Document Upload screen opens. 5. Add your image files and upload them to the server. 6. Click Close when you are done uploading images. 7. Click. The Edit Slideshow Image screen opens. 8. Add a caption and modify the caption color options as needed. 9. Click. 10. Repeat steps 7 through 9 for each image as needed. 11. Click Save at the bottom of the window. 32

34 Adding Links to Captions If you want to add a link to a caption, add the HTML code to the Caption box. Example Code: <a href=" target="_blank">donate and save a life</a> Home Page HTML This text box controls the content displayed on the home page of your test directory. Enter the content you want displayed on your home page here, or copy and paste the content from another application. Before you click the text box, it will display in HTML. Once you click in the text box, the editing tool will display. Use the editing tool to format the content of your Launch Page. Links Here, you may create links to other websites and documents. Choose to set a link as a sidebar or footer. 33

35 Sidebar: The links you assign as a sidebar will appear in a list on the right side of your home page. Footer: The links you assign as a footer will appear at the bottom of every page of. Add a Link 1. Enter the Title. The title is the text that will display for your link. 2. Assign the link to be a Sidebar or Footer by using the Location drop-down menu. 3. Enter a valid URL or select a Document to link to from the drop-down menu. To choose a document from the drop-down menu, you will first need to Upload a New Document. Note: You will need to scroll down to Sidebar\ to find your document if you use the Upload New Document button in the Links section. 4. (Optional) Choose a header from the Link Header drop-down to assign your new link to display as a sub-link to the header. See Create a Parent/Header for Sub-links for instructions. 34

36 5. Click. Create a Parent/Header for Sub-links 1. Activate the check box. 2. Enter the title of the header in the Title field. 3. Click. Your header is now available to use as a header for sub-links. You may also change a link to be a parent/header by clicking the row of an existing link, and activating in the Edit Link dialog box. This will clear out any existing link data except for the title because parent/headers will not link to documents or URL's. Assign Sidebar Links to be Sub-links Assign any Sidebar link to appear as a sub-link on your home page. You may not create sub-links with links that have been assigned to the footer location. 1. Add a Link and assign your link to a Link Header. or Click the row of the Sidebar link you want to assign as a child. 2. Select the Parent/Header from the Parent drop-down list. 3. Click. Your link will now display with the parent link name listed in the Parent column on the table. 35

37 Upload New Document Important! The file name for documents that you upload here should not have spaces or special characters. File sizes must be less than 30mb. 1. Click. The Document Upload screen opens. 2. Click Add files. 3. Select the file and click Open. 4. Repeat steps 2 and 3 as needed. 5. Click Upload Files when you have added all the files. 6. Click Close. Edit a Link 1. Click the row of the link you want to edit. The Edit Link dialog box opens. 2. Edit the Title, URL, Location, Parent or Document as desired. 3. Click. Delete a Link 1. Click the row of the link you want to delete. The Edit Link dialog box opens. 2. Click. 36

38 Color Settings Examples Test Directory Display Name In this example, the test directory display name is NorthStar Test Directory. Header Background Color In this example, the header background color has been changed to light blue. Primary Row Color In this example, the Primary Row Color has been changed to bright green. Section Header Row 37

39 Selected Tabs Alt Row Color In this example, the alt row color has been changed to light green. Search Bar Container Header Row Accents Search Results 38

40 Link Color In this example, the link color has been changed to magenta. Header Link Color In this example, the header link color has been changed to light blue. Sidebar Color In this example, the sidebar color has been changed to blue. 39

41 Sidebar Link Color In this example, the sidebar link color has been changed to yellow. 40

42 Custom Fields Use the Custom Fields tab to create fields that are specific to your Laboratory Test Directory. To access the tab, click the Admin link and select the Custom Fields tab. Custom Fields have the option of being public or private. Private fields: These fields will only be visible to users who log in to Gateway with a user name and password. Public fields: These fields will be available to anyone who views your tests. Add a Custom Field 1. Enter the Field Name. 2. Select whether the field is to be Public or Private. 3. (Optional) Select the Container to assign the field to. If you choose not to assign the Container here, you can assign in the Layout tab. 4. Click. Note: Arrange custom field order within the Container (see Layout tab). Edit a Custom Field 1. Click the row of the Custom field. 2. Change the Field Name or Visibility as desired. 3. Click. Note: You cannot assign/change the Container when editing the field. Instead, edit the container and assign it there. Delete a Custom Field 1. Click the row of the Custom field. The Edit Custom Field window opens. 2. Click. 41

43 Layout Use the Layout tab to: Choose test display settings Set test change comment requirements for editing a test Add, edit, or delete containers Add or delete fields to containers Arrange field/container order Assign (Map) Entry Boxes to Containers To access the tab, click the Admin link and select the Layout tab. Note: When you are finished making any edits to this page, be sure to click Save at the bottom of the window to save all your changes. Test Display Settings Activate/deactivate these options to globally control the display of these fields in Test View. Display Synonyms: Administrators will always be able to view/edit this field as an entry box in the add/edit a test page. However, synonyms that you enter for each test will only be viewable in Test View if you activate the display setting here. Display LOINC: This field will display as an entry box in the add/edit a test page when this setting is activated. When this setting is not activated, the LOINC entry box will not appear in the add/edit a test page. The LOINC that is entered for each test will only be viewable in Test View if you activate the display setting here. Display Consult Links: Activating this setting will display for Consult Links for every ARUP test (if available) in your Laboratory Test Directory. 42

44 Display ARUP Test Code: Activating this setting will display the ARUP test code for every ARUP test in Test View. The ARUP Test Code field will appear in the Administration tab in Test View. Test Change Comments Select this drop-down menu to change comment requirements when a user edits a test. HideComments Comments are not required when saving changes to a test, and the applicable change comments dialog box doesn t display. CommentsOptional Comments are optional when saving changes to a test. This option is the default setting. CommentsRequired Comments are required when saving changes to a test. Video Tutorial Test Change Comment tutorial Standard Fields The default Containers come populated with the following Standard Fields. Standard Fields must be assigned to at least one Container. Test Code Test Name Patient Preparation Specimen Collect Specimen Preparation Specimen Transport Local Transport Pediatric Collection Remarks Unacceptable Condition 43

45 Stability Ordering Recommendations Reference Interval Interpretive Data Notes CPT Codes Methodology Performed Reported ARUP Test Code ARUP Automatic Update Synonyms See Layout - Containers for additional information on customizing containers. Layout - Containers Containers may be assigned to two locations: Tab: Displays the container as a tab. See Test Detail Tabs for more information. Right Margin: Displays the container on the right side of each test. See Right Margin Containers for more information. Add New Test Container 1. Enter a name in the Enter Container Name field. 2. From the drop-down menu, assign your Container location to be either a Right Margin or Tab. 3. Click. The name of your Container will appear in the Container list. 4. Add fields to your new Container by assigning fields to the container. 5. Click Save at the bottom of the window. 44

46 Edit the Title/Location of Container 1. Click the row of the Container you want to edit from the Container list. The Edit Layout Information window will open. 2. Edit the Title or Location as desired. 3. Click. Delete a Container 1. Click the row of the Container you want to delete from the Container list. The Edit Layout Information window will open. 2. Click. Assign (Map) Fields to Containers 1. Click the row of a Container from the Container list. The Edit Layout Information window will open. 2. Select a field from the Container Fields drop-down. 3. Click. 4. Continue to add fields as desired. 5. Click. Remove Fields from a Container 1. Click the row of a Container from the Container list. The Edit Layout Information window will open. 2. Click the "X" on the row of the field you want to remove from the Container. 3. Click. Note: You cannot delete a Standard field from a container unless it has been assigned to another container. 45

47 Arrange Field/Container Order Arrange Containers To arrange the order of the containers, drag and drop the rows in the Container list. Arrange Fields To arrange field order of a container: 1. Click the row of the container. The Edit Layout Information window will open. 2. Drag and drop the rows of the Container Fields list to the desired order. 3. Click. Layout - Entry Boxes Entry Boxes are fields that display on the right side in Add a Test and Edit a Test views. Entry boxes are assigned to containers in the Layout tab. Once test information has been saved in Entry Box fields, the information will display in the container that it has been assigned to. Entry boxes will display on the right side only if it has been assigned to a Right Margin Container. Assign an Entry Box to a Container 1. From the Admin Control Panel, select the Layout tab. 2. Click the row of the Container you wish to assign the Entry Box field to. The Edit Layout Information window will open. 3. Select the Related Information, LOINC, or Synonyms Entry Box field from the Container Fields drop-down. 46

48 4. Click. 5. Continue adding Entry Box fields to the selected Container as desired. 6. Click. 7. Click Save at the bottom of the window to save all your changes. Your Entry Box field is now mapped to a Container. See below for an example of mapped and unmapped entry boxes in Add a Test and Edit a Test views. Unmapped Entry Box Mapped Entry Box This field will not appear with your saved test because it is not mapped to a container. This field will appear in the Ordering container (tab) once you save your test. Entry Boxes Controlled By Test Display Settings The Synonyms and LOINC entry boxes will not display when viewing a test unless you activate the display setting found in the Admin Control Panel under the Layout tab. Note: Right Margin Containers look similar to Entry Boxes in Add a Test and Edit a Test views. Remember that the Entry Boxes may not be displayed in the right margin when viewing a test. Only Containers assigned to the Right Margin will display in the right margin when viewing a test. 47

49 Upload Tests Use the Upload Tests tab to import an Excel spreadsheet containing all of your tests. To access the tab, click the Admin link and select the Upload Tests tab. Important: Before you create your configuration, create your custom fields and assign them to a Container. To upload your tests, follow this basic process. 1. Create your Excel Spreadsheet containing all your tests. 2. Create any Custom Fields as needed. 3. Create a field mapping configuration between the columns headings in your spreadsheet and the fields in Gateway. 4. Select the ARUP Configuration Options. 5. Upload referenced files that are in your spreadsheet. (Skip this step if there are no referenced files.) 6. Process your Excel Spreadsheet. See Upload More Tests if you need information on uploading additional Excel spreadsheets. Onscreen Instructions At the top of the page are brief instructions to help you through the upload process. The step you are on will be displayed in bold font. Create the Spreadsheet In your Excel spreadsheet: include columns for Test Code and for Test Name (these are required fields) include the field names for every field in the first row (column headings) 48

50 include a column for every field in your Laboratory Test Directory, including custom fields add a row for each test and include the information for each column as needed include the file name for any document or images files you want included with the test The following is an example Excel spreadsheet. Notes If a test does not have information for a specific field in the Excel spreadsheet, the field will not display for that test in your Laboratory Test Directory. Only.xls files are supported at this time. Save the file as an Excel Workbook (*.xls). Document/image file names must not have spaces and only one document/image file can be included per field. Only one tab in the spreadsheet may contain data. Delete any data on additional tabs. Spreadsheets cannot contain filters. Create a Configuration After you have created your Excel spreadsheet, upload the spreadsheet and match the column headings in your spreadsheet to the fields in Gateway. 1. Select the Upload Tests tab. 2. Click Browse in Create Configuration. 3. Select your file and click Open. 4. Click Scan. The Map Fields page opens. Note: The system automatically attempts to match all possible fields by matching source and target field(s) names that are identical. 49

51 5. Verify the automatic matches. Note: If you want to un-match fields, select Not Mapped in the Test Directory Field Name. 6. Manually match fields by selecting the appropriate field name in the Test Directory Field Name column. 7. Select the ARUP Configuration Options. 8. Click Save. Note: It is not necessary to match every source field to a target field. Nor is it required for every target field to have a matching source field. Only match the fields for which you wish to upload data. All unmapped fields will be ignored and the information in the spreadsheet will not be imported. Additional ARUP Configuration Options After you complete the mapping, select your ARUP Configuration Options. Synonym Options Use ARUP Synonyms. If you select this option, ARUP synonyms will be added to any ARUP tests included on your spreadsheet. Use Synonyms Field from File. If you select this option, synonyms you have entered in the spreadsheet will be used for ARUP tests. Note: When there are multiple synonyms for a single test, those synonyms must be separated by a semicolon (;). Do Not Use Synonyms. If you select this option, no synonym data will be added for ARUP tests. ARUP Data Options All of these data options require that there be a column containing an ARUP test number and that the column is mapped to the ARUP Test Number field. Import ARUP Data - Auto Update. Select this option to use ARUP data instead of any data you have in the spreadsheet for ARUP tests. Updates made to ARUP tests will automatically be imported into your Laboratory Test Directory when you select this option. Do Not Import ARUP Data - Consult Only. Select this option to use data from your spreadsheet instead of ARUP data, but still include a Consult topic for ARUP tests. 50

52 Import ARUP Data - No Update. Select this option to use ARUP data instead of any data you may have in the spreadsheet for ARUP tests. No updates for ARUP tests will be imported into your Laboratory Test Directory if you select this option. Upload Referenced Files If you have files referenced in your Excel spreadsheet, upload the files to Gateway. 1. Select click here. The Upload Images & Documents dialog opens. 2. Click Add files. 3. Select the file and click Open. 4. Repeat steps 2 and 3 as needed. 5. Click Upload Files when you have added all the files. 6. Click Close. Currently, the following document file types are supported:.7z,.aiff,.asf,.avi,.csv,.doc,.docx,.fla,.flv,.gz,.gzip,.mid,.mov,.mp3,.mp4,.mpc,.mpeg,.mpg,.ods,.odt,.pdf,.ppt,.pptx,.pxd,.qt,.ram,.rar,.rm,.rmi,.rmvb,.rtf,.sdc,.sitd,.swf,.sxc,.sxw,.tar,.tgz,.tif,.tiff,.txt,.vsd,.wav,.wma,.wmv,.xls,.xlsx,.zip Currently, the following image file types are supported:.bmp,.gif,.jpeg,.jpg,.png Process Spreadsheet After you save the mapping configuration, click Process to upload all the test information from the Excel spreadsheet to Gateway. The Processing Spreadsheet message opens. If your upload is successful, you will get a message indicating the spreadsheet was processed successfully and the number of tests added. 51

53 If your upload is not successful, you will get a message detailing why the upload failed. If an error occurs, none of the tests in the spreadsheet are uploaded. Click Download Result Log to open a log file (*.txt) that lists all the errors that occurred. In the following example, a test was duplicated in the Excel spreadsheet and none of the tests in the spreadsheet were uploaded. Upload More Tests You can upload additional Excel spreadsheets as needed. Verify that the previous field mapping configuration is still accurate, select the new Excel spreadsheet, and click Process. If the previous field configuration is not accurate, you can edit the field mapping after the initial setup. Select Edit Field Mappings, modify the field mapping configuration as needed, and click Save Mappings. 52

54 If the previous field configuration is missing fields, select Upload New Configuration to upload a new Excel Spreadsheet with the new fields and define a new mapping configuration. Overwriting Tests You can upload a new spreadsheet and the test information in the new spreadsheet will overwrite the existing test information. Note: The test number and test name in 53

55 the new spreadsheet must exactly match the test number and test name in your Laboratory Test Directory. Delete Multiple Tests Use the Delete Tests functionality to delete multiple tests at once. To access the tab, click the Admin link and select the Delete Tests tab. To Delete Multiple Tests: 1. In the Test Name or Number field, enter the test name or number to search for the desired test. 2. Click the test to select it and add it to the list to be deleted. 3. Repeat steps 1-2 for all desired tests that you want deleted. 4. Click Delete Tests. The Delete Test Comments dialog box opens. 5. Enter your test deletion comment reasons into the text box. 6. Click Delete Tests. Reports Use the Reports tab to view and/or export reports, and create custom test books. To access the tab, click the Admin link and select the Reports tab. Types of Reports There are currently seven reports in for Administrators. Following is the information for all the reports except the TestExport, TestChangeAudit, and TestSnapshot reports. See TestExport Report, TestChangeAudit Report, or TestSnapshot for information on those reports. 54

56 Analytics This report shows the total and individual test views during a specified time period. SecurityLog This report shows a list of users who have logged into your Laboratory Test Directory and their IP address. UserAudit This report shows the date and time that individual tests were viewed. AdminAudit This report shows an audit of all the changes made to your Laboratory Test Directory by administrators. Generate a Report 1. Select the Report Type from the drop-down menu. 2. Choose the Start Date and End Date with the calendar tool to choose a date range for your report. 3. Click Generate Report. The report displays. If you want to export the report, click to export your report to an Excel file. TestExport Report TestExport This allows you to export and all tests currently found in your Laboratory Test Directory through an Excel or PDF file. Note that this can be a very large report and may take a few moments to generate. 1. Select TestExport from the Report Type drop-down menu. 2. Click Generate Report. The Export Settings dialog box opens. 3. If you want to exclude inactive tests from the report, select the Exclude Inactive Tests check box. 4. Choose the Export Format (Excel or PDF) from the drop-down menu. 5. In the Address field, enter the addresses of any recipients you want to receive the export In the Subject field, enter a subject for the export. 7. In the Message field, enter a message for the export, if applicable. 8. If you selected PDF format, you can click to expand an Export Options section at the bottom of the window to select additional options. Select or remove check boxes next to items you want to include or exclude in the export. 55

57 9. Click Export. An containing a link to the exported test information is sent to all recipients. The recipients can open the link and print or save the information. 10. Click Close when you are finished. TestChangeAudit Report TestChangeAudit This allows you to export and all test changes, who made the changes, and regulatory compliance changes, in an HTML format. 1. Select TestChangeAudit from the Report Type drop-down menu. The search criteria box opens. 2. Choose the Start Date and End Date with the calendar tool to choose a date range for your report. 3. Enter the test name(s) or number(s) into the search box and select the test(s) you want to include in the report. The selected test(s) display below the search criteria box. OR Activate the Include All Tests check box test type(s) (Active, Inactive, Deleted) that you want to include in the report. 56

58 Note: When activating any of the Include All Tests check boxes, all tests you have entered are removed from beneath the search criteria box. 4. Click Generate Report. The Export Settings dialog box opens. 5. In the Address field, enter the addresses of any recipients you want to receive the export In the Subject field, enter a subject for the report. 7. In the Message field, enter a message for the export, if applicable. 8. Click Export. An containing a link to the exported test information is sent to all recipients. The recipients can open the link and print or save the information. 9. Click Close when you are finished. Video Tutorials TestChangeAudit Report tutorial Test Change Comment & TestChangeAudit Report overview TestSnapshot report TestSnapshot This report allows you to generate a snapshot export of how a test appeared in Gateway on a selected date for validation purposes. 1. Select TestSnapshot from the Report Type drop-down menu. 2. In the Date field, select the date that you want to view a snapshot of a test. 3. In the Test Name or Number field, enter the test name or number for the test you want to view. 4. Click Generate Report. The Export Settings dialog box opens. 57

59 5. The Export Format drop-down menu is set to PDF, and cannot be changed. 6. In the Address field, enter the addresses of any recipients you want to receive the export mail. 7. In the Subject field, enter a subject for the report. 8. In the Message field, enter a message for the export, if applicable. 9. Click Export. An containing the exported test information is sent to all recipients. 10. Click Close when you are finished. Test Books Test Books Allows you to create custom test books by selecting all the tests you want included in the book. You can also save and export the test books for printing. Creating a New Test Book 1. In the Test Books area, click. 2. In the Test Book Name field, enter a name for the test book. 3. Click next to each test you want to include in the test book. The displays next to each test currently selected. 4. Click. Exporting a Test Book 1. In the Test Books area, select the name of the test book from the Test Book drop-down menu. 2. Click. The Export Settings dialog opens. 3. If you want to exclude inactive tests from the report, select the Exclude Inactive Tests check box. 58

60 4. Choose the Export Format (Excel or PDF) from the drop-down menu. 5. In the Address field, enter the addresses of any recipients you want to receive the export In the Subject field, enter a subject for the export. 7. In the Message field, enter a message for the export, if applicable. 8. If you selected PDF format, you can click to expand an Export Options section at the bottom of the window to select additional options. Select or remove check boxes next to items you want to include or exclude in the export. 9. Click Export. An containing a link to the exported test information is sent to all recipients. The recipients can open the link and print or save the information. 10. Click Close when you are finished. Editing a Test Book 1. In the Test Books area, select the name of the test book in the Test Book drop-down menu. 2. Click. The test book opens. 3. Click next to each test you want to include in the test book. 4. Click next to tests you want to deselect and not include in the test book. 59

61 5. Click when you are finished editing the test. Search Use the Search tab to create Search Categories (such as department, method, etc.) that your users may search by to more easily find their test. Create New Search Categories To create a new Search Category enter the Category Name and click. Assign Tests to a Category Once you have created a new search category, you can assign it to a test by selecting the category from the Categories Entry Box when you add or edit tests. Note that a single test may be assigned to more than one category. Edit Search Categories You may edit the Search Category name by clicking the row of the category. The Edit Category dialog opens. Here you may edit the name and click to save your changes. Or you can delete the category by clicking. 60

62 Editing Tool Important! When entering or editing test information, be sure to save regularly as the Gateway system is designed to log you out after you have been logged in for 2 hours. When the system logs you out, you will be required to log in again and any unsaved work will be lost. Overview Use the editing tool to modify the format of your text, include links, anchors, images, documents, and tables. The editing tool opens when you click in a field. Tools Icon Tool Description Cut, Copy, Paste, Use these tools to Cut, Copy and Paste text in the field. Special Paste Special Paste: Use to paste an already formatted text, but without preserving the formatting in your field. Use to paste text from Microsoft Word while maintaining basic formatting. Undo, Redo Use to undo to revert the last action. Use redo to revert to the last undo action. Spell Check Click the button and use the drop-down menu to either enable SCAYT (Spell Check As You Type), or check the spelling of the text currently in your field (Check Spelling). See Spell Check for more information. 61

63 Link and Use these icons to add and delete links. See Links and Anchor Anchors for more information. Insert Image Use this icon to insert an image to the field. See Insert Images for more information. Insert Table Use this icon to insert a table to the field. See Insert Tables for more information. Insert Horizontal Line Insert Special Character Maximize Editing Tool Edit in HTML Bold, Italic, Strike through Subscript, Superscript Remove Format Numbered, bulleted list Increase and Decrease Indent Click this icon to insert a horizontal line across the width of the text area. Use this icon to choose a special character to insert into the body of your text. Use to view the field and the editing tool in a full window. Once you are finished editing the field in this view, click again to minimize the window and save. You will not be able to save changes while viewing in the full window. You may edit the field in HTML by clicking Source. Click Source again to switch back to formatting with the editing tool. You cannot use Java code in this HTML editor. Click any combination of these options to apply them to the highlighted text For subscript (lowered) or superscript (raised) text, highlight the text and click the applicable button here. Use this tool to remove bold, italic, strike through, subscript and superscript formatting. Select one or more paragraphs and then click either the number or bullet option to apply this format to the selected paragraphs. Click the applicable icon to increase indent (move text to the right) or decrease indent (move text to the left). This format applies to an entire paragraph. Blockquote Used for longer quotations so that they can be distinguished from the main text. The quote will be formatted by left indentation, bold text, and a vertical line on the left side of the quote. To add normal text below a blockquote, hover your mouse below the blockquote and click. Text Alignment Paragraph Format Click one of these to select the desired alignment. This selection applies to an entire paragraph. From the Paragraph Format drop-down, choose predefined formatting for an entire paragraph. 62

64 Font and Size Text and Background Color Use these drop-down menus to determine the font and size of the selected text in the field. Use the color picker tools to choose a color for the text and background displayed in the field. Links Use the link buttons in the editing tool to create and delete links. To create a link, click. The Link window opens. Choose to link to a URL, Anchor, or Address from the Link Type drop-down menu. See Insert File for information on inserting files. Important! If you want the link to be assigned to specific text, select the text and click. The text selected will display with the specified link and link formatting. If you do not select text first, the URL for the link will display. Link to a URL When you choose this option, you may link to another web page, or any document or image that you have uploaded to your server. 1. Click. 2. Select URL from the Link Type drop-down menu. 3. Select the appropriate Protocol from the drop-down list. 4. Enter the full URL. Or Click Browse Server to navigate to a document or image that you have uploaded to your server. 5. Select the Target tab. 6. Choose a Target from the list. The target is the window where the assigned link will open after clicking the link. 7. Click OK. Link to Anchor in Text To link to an anchor in the field, you first need to create an anchor. 63

65 1. Click. 2. Select Link to anchor in the text from the Link Type drop-down menu. 3. Select the anchor by Anchor Name or Element ID. 4. Select the Target tab. 5. Choose a Target from the list. The target is the window where the assigned link will open after clicking the link. 6. Click OK. Link to an Address When you create a link to an address, you are creating a link that when clicked will launch an using the user's service to the address that you specify. 1. Click. 2. Select from the Link Type drop-down menu. 3. Enter the Address you want your link to create an to. 4. Enter the Message Subject and Body. 5. Click OK. Delete a Link Highlight the linked text and click Unlink.. Or right-click the linked text and choose Edit a Link Highlight the linked text and click Link.. Or right-click linked text and choose Edit Both of these options will take you to the Link window where you may edit your link as necessary. Target Tab The target is the window where the assigned link will open after clicking the link. <frame> <popup window> Opens the link in a named frame. Opens the link in a named popup window. 64

66 New Window (_blank) Opens the link in a new window or tab. Topmost Window (_top) Opens the link in the full body of the window. Same Window (_self) Opens the link in the same frame as it was clicked (this is default). Parent Window (_parent) Opens the link in the parent frame. Anchors Use the Anchor button in the editing tool to create anchors in the field. Create an Anchor Adding an anchor to your field allows you to create a link to that particular location in the field. 1. Place your cursor where you want the anchor to reside. 2. Click. 3. Give your anchor a descriptive name to help you identify which anchor you are referring to when creating a link. 4. Click OK. Delete an Anchor Select the anchor image and press Delete. Be cautious when deleting Anchors. Deleting an anchor can result in a broken link. Be sure to delete the link(s) that reference deleted anchor(s). Tables Insert a Table To insert a table into the body of a field, click. The Table Properties window opens. Use this dialog to format your table. When you are finished entering table properties, click OK and enter information into the table as needed. 65

67 You can return to the Table Properties window by clicking anywhere in the table, right-click, and select Table Properties. Rows/Columns Enter the number of columns and rows in the table. You will be able to add, delete, and merge rows, columns, and cells later, if needed. Cells in the grid will be equal in size initially, but may be changed using the Cell Properties tool. Width / Height Enter in pixels the total width and height of the table. The cells will be evenly distributed within the size entered. Headers Border Cell Spacing Cell Padding Alignment Caption Summary Select if you want header rows, columns, or both. Enter the width of the cell borders. Usually no more than 1 or 2 pixels is desirable. Enter in pixels how far apart cells should be spaced. If you leave this blank, cells will be joined together (sharing the same border). Enter in pixels the amount of padding (space between text and the cell border). Select the desired alignment for the table as it will appear in the field (left, center or right). Note that you will be able to change the text alignment for individual cells in the table. Enter the text for the caption. The caption will display in a blank row at the top of the table (no border or background color). Enter text to include as a summary tag in the HTML code. Modify Table See the table below for information on modifying rows and columns in tables. To Insert Cell To Delete Cells To Insert Rows Click in a cell, right-click, select Insert Cell Before or Insert Cell After. Click in a cell, right-click, select Delete Cells. Click in a cell, right-click, select Row > Insert Row Below or Insert Row After. To Delete Rows Click in a cell, right-click, select Row > Delete Rows.. To Insert Columns Click in a cell, right-click, select Column> Insert Column Before or Insert Column After. To Delete Columns Click in a cell, right-click, select Column> Delete Columns. To Merge Cells To Split Cells Click in a cell, right-click, select Cell> Merge Right or Merge Down. Click in a cell, right-click, select Cell> Split Cell Horizontally or Split Cell Vertically. 66

68 Modify Cells To modify the cell properties, click in the cell, right-click, and select Cell > Cell Properties. The Cell Properties window opens where you can choose and format your table cells. When you are finished entering properties, click OK and save your changes. Width Height Word Wrap Horizontal Alignment Vertical Alignment Cell Type Rows Span Enter in pixels the width of the cell. Changing the cell width will change the cell width for all the cells in the column. Enter in pixels the height of the cell. Changing the cell height will change the cell height for all the cells in the row. Select Yes if you want word wrap on. Select No if you want word wrap off. Select the horizontal alignment (left, center, right). Select the vertical alignment (top, middle, bottom, base line). The base line value sets the row so that all the text shares the same base line. Often this has the same effect as the bottom value. If the fonts are in different sizes, base line will look better than bottom. Select Data to display regular text. Select Header to bold, center the text in the cell. Enter the number of rows a cell will span. Columns Span Enter the number of columns a cell will span. Background Color Border Color Click Choose to select the background color for the cell. Click Choose to select the border color for the cell. Insert Images To insert an image into the body of your field, click. The Image Properties window opens where you can choose and format your image, assign a link to an image, and upload images to the server. 67

69 Currently, the following image file types are supported:.bmp,.gif,.jpeg,.jpg,.png Insert an Image from the Server See Upload an Image to the Server for information on uploading an image to the server. 1. Click. 2. Click Browse Server. The Server window opens. 3. Search for the file you want to insert and double-click the file. 4. Select the Image properties (see Image Info Tab for more information). 5. Click OK. Insert an Image on the Internet 1. Click. 2. Enter the full absolute path for the image in the URL box. 68

70 3. Select the Image properties (see Image Info Tab for more information). 4. Click OK. Upload an Image to the Server 1. Click the Upload tab. 2. Click the Browse button. 3. Navigate to the image file on your computer. 4. Click Open. 5. Click Send to the Server. You will be taken back to the Image Info tab with the URL entered to link to your new image. Important! The default upload location for Image files is the Images folder (this is not a public location). Add a link to an Image Follow these steps to add a link to an image (so that clicking on the image opens a URL). Once you have done this, go to the Link tab to configure the link settings. Assign a link to the image. For example, link to an external web page, or a document stored on the server. 1. Insert an image into a field by using the Image Info tab (see Insert an Image from the Server or Insert an Image on the Internet). 2. Configure the display options. 3. Select the Link tab and enter/select the URL. To link to a web page/file on the internet, enter the full absolute path. To link to a document stored on the server click Browse Server. Navigate to the document on the CKFinder window and doubleclick the document to select it. 4. Choose a Target from the list. The target is the window where the assigned link will open after clicking the image. 5. Click OK. 69

71 Delete an Image from the Server 1. Click. 2. Click Browse Server. The Server window opens. 3. Search for the file you want to delete. 4. Right-click on the desired image and select Delete. 5. Click OK. Image Info Tab Enter a URL to an external server containing your image or browse to an image that is saved on the server. Once you choose your image, you may format the image with the options on this tab. See below for an example of the Image Info tab. URL Alternative Text Enter the URL. Link to an image found on the internet or images stored on the server: To link to an image found on the internet, enter the full absolute path. To link to an image on the server click Browse Server. Navigate to the image and double-click the image to select it. Enter a short description of the image so that the image is accessible to users with disabilities. 70

72 Width Height Border HSpace VSpace The width of the image in pixels. By default this is the size of the original image. Change the image width by changing the pixel number in this field. See Adjusting Width and Height for more information. The height of the image in pixels. By default this is the size of the original image. Change the image height by changing the pixel number in this field. See Adjusting Width and Height for more information. The size of a solid border around the image in pixels. The horizontal margin between the image and other items in the field. This space is measured in pixels. The vertical margin between the image and other items in the field. This space is measured in pixels. Alignment Sets the image alignment to be on either the left or right side of the field. Adjusting Width and Height By default, image ratios remain locked during re-sizing. This means that when you change one of the size values (width or height, the other one will be adjusted automatically. This setting is displayed by the icon. To edit the width and height without maintaining original image ratios, click. The icon will change to to indicate that the size values are no longer locked and may be freely modified. To lock the image ratio again click. Click to return to the original size of the image. Insert File Use the link tool to insert links to files. Currently, the following document file types are supported. Files may not exceed 10 MB in size..7z,.aiff,.asf,.avi,.csv,.doc,.docx,.fla,.flv,.gz,.gzip,.mid,.mov,.mp3,.mp4,.mpc,.mpeg,.mpg,.ods,.odt,.pdf,.ppt,.pptx,.pxd,.qt,.ram,.rar,.rm,.rmi,.rmvb,.rtf,.sdc,.sitd,.swf,.sxc,.sxw,.tar,.tgz,.tif,.tiff,.txt,.vsd,.wav,.wma,.wmv,.xls,.xlsx,.zip 71

73 Insert a Link to a File not Already on the Server If you need to load a document or image to the Server follow these steps. Important! The default upload location for non-image files is the Files folder (this is not a public location). 1. Enter a name for the document and select the text. 2. Click. 3. Click the Upload tab in the Link window. 4. Click the Browse button. 5. Select the document or image that you want to add. 6. Click Open. 7. Click Send it to the Server. You will be taken back to the Link Tab where the Protocol and URL have been automatically entered with the appropriate information to link to the document or image. 8. Select the Target tab. 9. Choose a Target from the list. The target is the window where the assigned link will open after clicking the link. 10. Click OK. Insert a File on the Server 1. Enter a name for the document and select the text. 2. Click. 3. Select URL from the Link Type drop-down menu. 4. Click Browse Server. The Server window opens. 5. Search for the file you want to link to and double-click the file. 6. Select the Target tab. 7. Choose a Target from the list. The target is the window where the assigned link will open after clicking the link. 8. Click OK. 72

74 Server Files You can include files from the server with your tests. Use the CKFinder dialog to locate the server files and upload files to the server. Upload Files Use the CKFinder dialog to upload multiple files to the server. Important! By default, files uploaded to the server are saved in your private folders (Images and Files). You may upload and use files from the public folders, but be aware that any files uploaded to the Public folder will be accessible by all Gateway administrators. 1. Click the Browse button in the Image Properties dialog or the Link dialog to open the CKFinder dialog. 2. Select the desired folder to store your file. 3. Click. 4. Click Add Files. 73

75 5. Select the file and click Open. 6. Repeat steps 3 and 4 until all needed files are uploaded. 7. Click Close. Spell Check Click on the editing tool to view spell check options. Use SCAYT (Spell Check As You Type), or open the Spell Check dialog to check the spelling of the field word by word. Spell Check As You Type When you enable Spell Check As You Type (SCAYT), the spell checker tool will mark misspelled words immediately after you write it with a red wavy line underneath the misspelled word. By default, SCAYT is disabled. To enable SCAYT, click SCAYT. To disable, click Disable SCAYT. When you enable SCAYT, more menu options become active. and select Enable Select any of these options to open the Spell Check As You Type dialog. 74

76 In the Spell Check As You Type dialog, you may choose different tabs to control the settings of the spell checker. Options Click the Options Tab to activate/deactivate options for the spell checker to ignore. Languages Click this tab to choose the language you want the spell check to use. Dictionaries Normally, user directories are stored as a cookie. When your user directory grows to a point where it cannot be stored as a cookie, use this tab to create a user dictionary that is stored on the server. Type the dictionary name and click Create. To use an existing dictionary stored on the server, type the dictionary name and click Restore. Note: If you are using the cookie-based dictionary, it works on a per browser basis. If you switch browsers, or delete cookies from your browser, then any term that was added to the dictionary will be marked with an error. To avoid this problem, create a server-based dictionary and load it when you switch to another browser. About This tab contains version information about the Spell Checker tool. Using SCAYT When a word is misspelled, it will have a red wavy line under it. Right-click the misspelled word to view the following options. Top Suggested Terms The first five words listed are the top suggested words for your misspelled term. More Suggestions Hover over More Suggestions to view all suggested words for the misspelled term. 75

77 Ignore Ignore All Add Word If you know a word is spelled correctly, but it is being marked as misspelled, you can click ignore to have spell checker ignore this word. Click to ignore all instances of a word that is being marked as misspelled. Click to add the word to your user dictionary so that it will not be marked as misspelled again. Spell Check To open the Spell Check dialog, click and select Check Spelling. Here you can view and replace misspelled words, improper grammar, and use the Thesaurus. Spell Checker Use this tab to review misspelled words one at a time. For each highlighted word, you may view suggestions and may change, ignore, or add the word to the dictionary. Click Finish Checking or Cancel when you are done. Grammar Use this tab to review incorrect grammar and view suggestions. You may choose to change or ignore the grammar instance here. Click Finish Checking or Cancel when you are done. Thesaurus Use this tab to view synonyms for various words found in your field. Click Finish Checking or Cancel when you are done. 76

78 Notifications Two types of notifications may display for a Gateway Administrator when logging into their Gateway site: Informational This type of notification is informational and displays in grey. Warning This type of notification is a warning and displays in red. Click the Learn More button to view the Message that is associated with the notification. Click the Remind Me Later button to be reminded about the notification the next time you log in. Click the Dismiss button to dismiss the notification. Click the Next button to view the next notification. 77

79 Messages Click the Messages link in the upper right-hand corner to manage the messages in your inbox. Administrators have the ability to filter and search for messages from the Messages page. Administrators also have the ability to view, archive, delete, and reply to a message. By default, the Messages link displays read and unread messages. Click the Archived link to view messages that have been archived, or click the All link to view all messages. Unread messages display in bold text with the with a dark gray background and the icon. icon, while read messages display Viewing a Message To view a message: 78

80 1. Click on the Messages link in the upper right-hand corner. The Messages page opens. 2. Click the message you want to view. The message opens. Archiving a Message To archive a message: 1. Click on the Messages link in the upper right-hand corner. The Messages page opens. 2. Click the message you want to archive. The message opens. 3. Click the Archive link in the footer at the bottom of the window. The message is archived. Deleting a Message To delete a message: 1. Click on the Messages link in the upper right-hand corner. The Messages page opens. 2. Click the message that you want to delete. The message opens. 3. Click the Delete link in the footer at the bottom of the window. A dialog box opens asking you to confirm deleting the message. 4. Click OK. The message is deleted. Replying to a Message To reply to a message: 1. Click on the Messages link in the upper right-hand corner. The Messages page opens. 2. Click the message you want to reply to. The message opens. 3. Click the Reply button. The Reply To Message screen opens. 4. Enter your response in the text field. 5. Click Send. The message is sent. 79

81 History Click the History link to view a list of the last 50 tests viewed over the prior 50 days. 80