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

Created by Help Desk Team, Modified on Sat, 22 Feb at 10:57 AM by Help Desk Team

  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.

    Image of of Procedures link at top of site 
    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.

    Image of Representative's menu Procedures link

  3. Click the Create Procedure button or link.Image of create procedure link


  4. Skip the Create A Child Procedure section.

    Image of Create A Child Procedure section with note indicating skip

  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 
      1. Important! Adding images or embedding videos within the procedure description is discouraged due to concerns surrounding database size, copyrights, accessibility standards, and searchability. Including a link to images and/or videos is preferred.

      2. The various buttons at the top of the description field will allow for printing, formatting (e.g., underlining, aligning, adding headers), adding tables, etc., very similar to Microsoft Word).
        1. If you use the Table option to add a table (you can choose the number of rows and cells):
          1. Clicking in any cell will display some key table options that allow you to adjust table properties (e.g., alignment in General properties and border style in Advanced properties); delete the table; and insert or delete rows and columns.
            Image of table quick options

             
             
          2. The Table menu at the top will allow for additional options, such as merging cells; copying and pasting rows and columns; and adjusting the properties (e.g., background color) for individual rows and cells. 
            Image of Table drop-down menu
          3. Tables from Word can also be copied and pasted into the description field and also further edited after pasting. Reminder! Adding images or embedding videos within the procedure description is discouraged due to concerns surrounding database size, copyrights, accessibility standards, and searchability. Including a link to images and/or videos is preferred.  

    4. Click SAVE or SAVE ALL. Now, a draft of your procedure is created and you may continue editing.

      Image of Procedure Description Section with Save All button emphasized

  6. Complete the Procedure Type section
    1. Enter the category, grouping, and topic that best describe the procedure being added. See How are procedures categorized using procedure type? for additional assistance.
      1. Some groupings and topics include an "other..." selection that can be applied as needed. Otherwise, if you don't find the category, grouping, or topic you're looking for, Submit a request to the CUSP Help Desk Team at https://cusp-help.freshdesk.com/support/tickets/new. 

    2. Click SAVE.

      Image of Procedure Type Section with Save button emphasized

  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.

      Image of Procedure Attributes section


  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.

    Image of Finalize This Draft section and Save All button

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.
Image of My Dashboard and My Procedures links above Procedure form


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

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