How do I create a parent (new) procedure? (Institutional Representatives Only)

1. Review the Guidance on Parent Procedures, Child Procedures, and Endorsements prior to adding procedures to the CUSP site. 

Note: You can also copy any procedure contributed by your institution to create a new (parent) procedure (e.g., to create the same surgery for a different species or to create a different surgery). The copied procedure will automatically populate with information with existing procedure and will allow for editing all fields. See Copy a Procedure for instructions. 

 Note: Only one species is allowed per procedure.

Note: It is suggested to have information prepared in advance so that the procedure will be able to be published within 24 hours of creation, if possible. This helps to prevent duplicated procedures in the system (e.g., someone publishes a procedure while yours was in draft). If you save a draft and return to it at a later time (e.g. a few hours), double check the procedures list to confirm that you're not duplicating.

1. Click on the Procedures link at the top of the site and review the main procedures list.
   
    
   1. If the procedure that you're adding is the same as an existing procedure, see Endorse a Procedure instead.
      
      
   2. If the procedure that you're adding is very similar to an already-listed parent procedure for the same species, but the steps, dosages, timing, or other information vary, see Create a Child Procedure instead.
      
      
      
2. If neither 2a or 2b apply to the procedure you're adding, click on the Representative link at the top of the site and select Procedures to create a parent (new) procedure.
   
   
   
   
3. Click the Create Procedure button or link.
   
   
   
4. Skip the Create A Child Procedure section.
   
   
   
   
5. Complete the Procedure Description section.
   1. Check the "Display Contributing Institution" box if you'd like your institution's name to be publicly displayed on the CUSP site as the "contributing institution" for this procedure. If left unchecked, the contributing institution will be displayed as "Institution Not Identified."
      
      
   2. Enter the procedure title (name).
      
      
   3. Enter the procedure's description (the various buttons at the top of the description field will allow for printing, formatting, tables, etc., very similarly to Microsoft Word).
      
      
   4. Click SAVE or SAVE ALL. Now, a draft of your procedure is created and you may continue editing.
      
      
      
      
6. Complete the Procedure Type section
   1. Enter the category, grouping, and topic that best describe the procedure being added. See Tips for Categorizing and Searching Procedures for additional assistance. 
      
      
   2. Click SAVE.
      
      
      
      
7. Complete the Procedure Attributes section
   1. Use the drop-down menu to add from existing keywords that would help others find the procedure (e.g., names of substances, topics of study, etc.). They'll appear below the Keywords menu.
      
      
   2. You can add new keywords to the list by typing them in the New Keyword field and pressing the Add (plus sign icon) button. They'll also appear below the Keywords menu and will be added to the list for future use.
      1. If a keyword that is already in the existing list is typed in the "New Keyword field", it will not be added to the procedure. Instead, it must be selected from the drop-down menu. For this reason, the best practice is to start by checking the drop-down list.
         
         
      2. Careful attention to spelling is appreciated to avoid unnecessarily duplicating keywords in the main list.
         
         
   3. Click SAVE.
      
      
      
      
8. Click PUBLISH or SAVE ALL to publish the procedure to the main list. You can continue to edit the procedure until another institution endorses the procedure or creates a child procedure from this procedure.
   
   
   

OR Click DELETE (red button in the above image) to delete the procedure

OR You can exit the procedure by clicking the My Dashboard or My Procedures link above the procedure form. Be sure you've saved all desired changes prior to exiting. You can continue editing and publishing the draft procedure at a later time. See Editing a Procedure.

Have questions or need help? 

Submit a request to the CUSP Help Desk Team at https://cusp-help.freshdesk.com/support/tickets/new. 

Return to Procedure Management - For Institutional Representatives Only