6.17.1     Add a Folder

You can create folders for any system object and organize the objects inside that folder.

To add a folder:

1.       Access the applicable page. (See View Sites, View Patients, View Forms, View Groups, View Items, or View CodeLists for guidance.)

2.      Click the Add Folder button.

The applicable Folder dialog displays on the right-hand side of the page.

3.       Do the following to complete the dialog:

·         Refer to the description at the bottom of the dialog when completing the Caption field.

·         Click the Save button. The main page re-displays with the Folder icon next to new folder.