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Flows/Edit or retire a catalog entry: Difference between revisions

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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server)
 
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|domain=supply
|domain=supply
|title=Edit or retire a catalog entry
|title=Edit or retire a catalog entry
|summary=Update a product catalog entry or retire it from use.
|summary=This flow describes how to change the details of a product catalog entry, and how to retire an entry that your facility no longer uses.
|order=2
|order=2
|introduced=3.0
|introduced=3.0
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== Overview ==
== Overview ==

Change a product definition or retire it. Care has no delete action for catalog entries.
This flow describes how to change the details of a [[Concepts/Product|product]] catalog entry, and how to retire an entry that your facility no longer uses.

== Pre-requisites ==

* Someone added the catalog entry to the product catalog of your facility.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create Product Knowledge on Facility
| Lets you create and edit product catalog entries at the facility.
|}

Facility Admin and Admin have this permission.


== Steps ==
== Steps ==

⚫
# Open the facility's product catalog and select the entry.
=== 1. Open the product catalog ===
⚫
# Select '''Edit'''.

# Update its details, or set Status to '''Retired'''.
# Save the changes.
# Go to the facility.
# Click '''Settings'''.
# Click '''Product Knowledge'''.

=== 2. Open the catalog entry ===

# Find the entry that you want to change.
# Click the entry to open it.

=== 3. Edit the details ===

⚫
# Click '''Edit'''.
# Change the fields that you want to update.

{| class="wikitable"
|-
! Components
! What it captures
|-
| Name
| The name of the product.
|-
| Slug
| The short reference for the product.
|-
| Product Type
| The type of the product.
|-
| Category
| The category of the product.
|-
| Code
| The code of the product.
|-
| Base Unit
| The unit that Care uses to count the product.
|-
| Status
| The current state of the catalog entry.
|-
| Alternate Identifier
| An additional identifier for the product.
|-
| Alternate names
| Other names for the same product.
|-
| Storage guidelines
| The storage instructions for the product.
|}

{{Note|1=Which fields are mandatory depends on your deployment’s configuration.}}

=== 4. Save the changes ===

# Save the entry.

=== 5. Retire the entry ===

Care does not remove a catalog entry. If you no longer use a product, retire the entry.

⚫
# Open the catalog entry.
# Click '''Delete'''.
# Care sets the Status of the entry to Retired.


== Expected Outcome ==
== Expected Outcome ==

Care updates the catalog entry. Retired entries remain available for historical records but are no longer used for new work.
* The catalog entry shows the updated details.
* A retired entry has the status Retired, and stays in the catalog.


{{Navbox supply}}
{{Navbox supply}}

Latest revision as of 17:20, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to change the details of a product catalog entry, and how to retire an entry that your facility no longer uses.

Pre-requisites

  • Someone added the catalog entry to the product catalog of your facility.
  • You have the permissions listed below.

Permissions

Permission Access
Can Create Product Knowledge on Facility Lets you create and edit product catalog entries at the facility.

Facility Admin and Admin have this permission.

Steps

1. Open the product catalog

  1. Go to the facility.
  2. Click Settings.
  3. Click Product Knowledge.

2. Open the catalog entry

  1. Find the entry that you want to change.
  2. Click the entry to open it.

3. Edit the details

  1. Click Edit.
  2. Change the fields that you want to update.
Components What it captures
Name The name of the product.
Slug The short reference for the product.
Product Type The type of the product.
Category The category of the product.
Code The code of the product.
Base Unit The unit that Care uses to count the product.
Status The current state of the catalog entry.
Alternate Identifier An additional identifier for the product.
Alternate names Other names for the same product.
Storage guidelines The storage instructions for the product.
📝 Note
Which fields are mandatory depends on your deployment’s configuration.

4. Save the changes

  1. Save the entry.

5. Retire the entry

Care does not remove a catalog entry. If you no longer use a product, retire the entry.

  1. Open the catalog entry.
  2. Click Delete.
  3. Care sets the Status of the entry to Retired.

Expected Outcome

  • The catalog entry shows the updated details.
  • A retired entry has the status Retired, and stays in the catalog.

Open Healthcare Network's flagship product: an open-source, FHIR-native electronic medical record (EMR) and healthcare operating system.

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