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Gateway

ARUPLab.com

User ManualAugust 2019

Table of Contents

Get started 8

Additional tasks 8

Browsers and screen resolution 8

Customize your site 9

Customize your site's look and feel 9

Add logo, header background image, and favicon 9

Set logo link 9

Delete logo, header background image, or favicon 10

Build a slideshow 11

Add links to captions 13

Add a link 14

Create a parent/header for sub-links 15

Assign sidebar links to be sub-links 15

Upload a new document 16

Edit a link 16

Delete a link 16

Add search categories 17

Color settings examples 18

Test directory display name 19

Header background color 20

Primary row color 21

Alt row color 22

Link color 23

Header link color 24

Sidebar color 25

Sidebar link color 26

Customize your test layout 27

Add containers 27

Arrange container order 29

Arrange field order 29

Entry Boxes 30

Create custom fields 33

Display search synonyms 35

Change test display settings 35

Change comment requirements 36

Add/edit tests 37

Upload multiple tests 37

Tips 38

Additional ARUP configuration options 39

Synonym Options 40

ARUP Data Options 40

Delete multiple tests 45

Add/edit/delete a single test 46

Entry Boxes 49

Right Margin containers 52

Test field information 54

Test detail tabs 57

Display search synonyms 59

Add pending (time-delayed) changes 59

Add pending changes 59

View pending changes 60

Delete or revert pending changes 60

Add/edit an ARUP test 61

Editing tool 64

Overview 64

Tools 64

Insert files 67

Insert a link to a file not on the server 67

Insert a link to a file on the server 67

Insert images 69

Insert an image from the server 69

Upload an image to the server 69

Insert an image from the internet 70

Delete an image from the server 70

Image Info tab 70

Adjusting width and height 71

Insert links 72

Link to a URL 72

Link to anchor in text 72

Link to an e-mail address 73

Delete a link 73

Edit a link 73

Target tab 73

Insert anchors 75

Create an anchor 75

Delete an anchor 75

Insert tables 76

Insert a table 76

Modify rows and columns 77

Modify cells 78

Upload files to the server 79

Spell Check 81

Spell Check As You Type 81

Options 81

Languages 81

Dictionaries 82

About 82

Using SCAYT 82

Spell check 83

Spell Checker 83

Grammar 83

Thesaurus 83

Hotlines 83

Reports 84

View reports 84

Create test books 89

Communications 91

Set up site notifications 91

Informational 93

Warning 93

Set up email notifications 95

Inbox 96

Email or print a test 97

Email test information 97

Print test information 97

Other topics 99

Frequently asked questions 99

General information 99

Managing tests 100

ARUP updates and notifications 102

About links and documents 105

Test upload information 108

Printing 109

Search for a test 111

Filter full search 112

View test history 114

Manage your password 115

ARUP Connect™ - Administrator User Manual

©Copyright 2019

ARUP Laboratories

August 2019 Ver. 8.2

ALL RIGHTS RESERVED

Get started

Get your laboratory test directory up and running in three simple steps:

1. Customize your site

You can upload your logo, change color settings, create a slide show, and more. See Cus-

tomize your site's look and feel for step-by-step instructions. When you're done setting

up your site, you'll provide your laboratory test directory URL to your users. Example URL:

www.testmenu.com/yourclienttestdirectoryname

2. Customize your test layout

Your tests will have a number of info fields like Test Name and Test Number. You can

control how these fields are displayed on your tests by adding containers, assigning

fields to containers, and assigning entry boxes to containers.

3. Upload your tests

You can upload all your tests at once using an Excel spreadsheet.

Additional tasks

After setting up your site, you may need to perform some of these other tasks:

l Add a single test

l Add/edit an ARUP test

l Delete multiple tests

l Create custom fields

l View reports

l Set up site notifications

l Set up email notifications

l Manage your password

Browsers and screen resolution

We support Internet Explorer versions 8 through 11 and Google Chrome. A screen resolution

setting of 1280x1060 is optimal. The administrator functions are not intended for use on a

mobile device.

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Customize your site

Customize your site's look and feel

Select Admin, and go to the Settings tab to customize the look and feel of your laboratory test

directory.

Select Save at the bottom of the page when you are finished updating your settings.

Select the following links for step-by-step instructions:

Add a logo, header background image, and favicon

Add logo, header background image, and favicon

In the Logo, Header Background Image, or Favicon areas, select Browse to search for and

select an image.

Note: The favicon is the icon that displays in the favorites and browser tab.

For best results:

l The favicon should be an .ico file and either 32x32 px or 16x16 px.

l If the logo is larger than 450px wide and/or 110px high, the image will be automatically

re-sized.

l The header background image should be 1000px wide by 130px high.

Your image will save when you select Save at the bottom of the page.

Set logo link

You can make your logo image a link to a web page by setting a logo link.

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1. Select the Set Logo Link hyperlink next to the Logo field. The Logo Link dialog box will

open.

2. Enter a valid URL.

3. Select .

4. Select Close to close the Logo Link window.

Your link will be saved once you select Save at the bottom of the page.

Delete logo, header background image, or favicon

1. Select the Delete Logo, Delete Header Background Image, or Delete Favicon check

boxes.

2. Select Save at the bottom of the page.

Disable notifications

Select the Disable Notifications check box to disable the pop-up notifications that appear

when a change has been made to a test in the test directory.

Add a test directory display name

In the Test Directory Display Name field, enter a name for your test directory. This name will

be displayed on the home page as "[Test Directory Display Name] Test Directory".

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Change the days to display the test status

In the Days to display test status field, enter the number of days the test status (New/Up-

dated) will be displayed next to new or updated tests in your test directory.

Change the color settings

Select to expand the Color Settings section.

l You can 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.

l Select 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. You can see all the color

settings examples here.

l Select Restore Default Color Scheme to restore all your color settings to the default col-

ors.

Build a slideshow

Select to expand the Slideshow Builder section.

Use the Slideshow Builder to build a slideshow that you can display on your home page.

Build 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.

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1. Select 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. Select . The Document Upload dialog box opens.

5. Add your image files and upload them to the server.

6. Select Close when you are done uploading images.

7. Select . The Edit Slideshow Image dialog box opens.

8. Add a caption and modify the caption color options as needed.

9. Select .

10. Repeat steps 7 through 9 for each image as needed.


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Add links to captions

To add a link to a caption, add the HTML code to the Caption box.

Example Code:

<a href="http://www.aruplab.com" target="_blank">Donate and save a life</a>

Edit the home page HTML

The Home Page HTML 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 select the text box, it will display in HTML. When

you select the text box, the editing tool will display. Use the editing tool to format the content

of your Launch Page.

Add links

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In the Links section, you can add a link as a sidebar or footer.

l Sidebar: These links will appear in a list on the right side of your home page.

l Footer: These links will appear at the bottom of every page.

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 instruc-

tions.

5. Select .

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Create a parent/header for sub-links

1. Activate the check box.

2. Enter the title of the header in the Title field.

3. Select .

Your header is now available to use as a header for sub-links.

You can also change a link to be a parent/header by selecting 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 Footer links.

1. Add a link and assign your link to a Link Header.

OR

Select the row of the Sidebar link you want to assign as a sub-link.

2. Select the Parent/Header from the Parent drop-down list.

3. Select .

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Your link will now display as the parent link name listed in the Parent column on the table.

Upload a new document

Important! The file name for documents that you upload here should not have spaces or spe-

cial characters. File sizes must be less than 30mb.

1. Select . The Document Upload dialog box opens.

2. Select Add files.

3. Select the file and select Open.

4. Repeat steps 2 and 3 as needed.

5. Select Upload Files when you have added all the files.

6. Select Close.

Edit a link

1. Select 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. Select .

Delete a link

1. Select the row of the link you want to delete. The Edit Link dialog box opens.

2. Select .

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Add search categories

Select Admin and go to the Search tab to create Search categories (such as department,

method, etc.). See Search categories for information about how to use these categories when

searching for a test.

Create new search categories

On the Search tab, enter the category name and select .

Assign tests to a category

When adding or editing a test, select the category from the categories entry box.

Note: A single test may be assigned to more than one category.

Edit search categories

1. On the Search tab, select the row of the category.

2. Edit the name, and select to save your changes.

Delete search categories

1. On the Search tab, select the row of the category.

2. Select to delete the category.

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Color settings examples

Select the links under Color settings examples in the right menu to see areas of the site

where you can change the colors.

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Test directory display name

In this example, the test directory display name is NorthStar Test Directory.

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Header background color

In this example, the header background color has been changed to light blue.

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Primary row color

In this example, the primary row color has been changed to bright green.

Section Header Row

Selected Tabs

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Alt row color

In this example, the alt row color has been changed to bright green.

Search Bar Container

Header Row Accents

Search Results

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Link color

In this example, the link color has been changed to magenta.

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Header link color

In this example, the header link color has been changed to light blue.

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Sidebar color

In this example, the sidebar color has been changed to blue.

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Sidebar link color

In this example, the sidebar link color has been changed to yellow.

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Customize your test layout

Add containers

Containers are the tabs and the right margin groupings that contain the entry fields on your

tests. Select the following links for step-by-step instructions:

OverviewSelect Admin, and go to the Layout tab to add and configure containers.

Containers may be assigned to two locations:

l Tab: Displays the container as a tab. See Test detail tabs for more information.

l Right Margin: Displays the container on the right side of the test. See Right Margin con-

tainers for more information.

Add new container

1. Select Admin, and go to the Layout tab.

2. Enter a name in the Enter Container Name field under Add New Test Container.

3. In the drop-down menu assign your container location to be either Tab or Right Margin.

l Tab: Displays the container as a tab. See Test detail tabs for more information.

l Right Margin: Displays the container on the right side the test. See Right Margin

containers for more information.

4. Select . The name of your container appears in the container list.

5. Assign fields to your new container. See Assign (map) fields to containers.


Edit the title/location of container


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2. Select the row of the container you want to edit from the container list. The Edit Layout

Information dialog box opens.

3. Edit the Title and/or Location.

4. Select .

Delete a container


2. Select the row of the container you want to delete from the container list. The Edit Lay-

out Information dialog box opens.

3. Select .

Assign (map) fields to containers


2. Select the row of a container from the container list. The Edit Layout Information dialog

box appears.

3. Select a field from the Container Fields drop-down, and select .

Note: If a needed field doesn't appear in the drop-down, create a custom field.

4. Continue to add fields as needed.

5. Select .

Remove fields from a container


2. Select the row of a container from the container list. The Edit Layout Information dialog

box appears.

3. Select the "X" on the row of the field you want to remove from the container.

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4. Select

Note: You cannot delete a Standard field from a container unless it has been

assigned to another container.

Arrange field/container order

Arrange container order


2. Drag and drop the rows in the container list.

Arrange field order


2. Select the row of the container. The Edit Layout Information dialog box appears.

3. Drag and drop the rows in the Container Fields list.

4. Select .

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Entry Boxes

Entry boxes are additional entry fields on tests. They appear on the right side of the Add Test

and Edit Test pages.

Example Entry Box.

Displays the name of the Container(s) the field has been assigned or mapped to.

When a test is saved, the entry box field information moves to the container it's assigned to,

whether in a test detail tab or a Right Margin container.

Assign an entry box to a container


2. Select the row of the container you want to assign the entry box field to. The Edit Layout

Information dialog box appears.

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3. Select the Related Information, LOINC, or Synonyms entry box field from the Container

Fields drop-down.

4. Select .

5. Continue adding entry box fields to the selected container as needed.

6. Select .

7. Select Save at the bottom of the page to save all your changes.

Your entry box field is now mapped to a container.

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 on the Layout tab.

Note: Right margin containers look similar to entry boxes in Add Test and Edit Test

views. Remember that entry boxes do not display in the right margin when viewing a

test. Only containers assigned to display in the right margin will display in the right mar-

gin when viewing a test.

Categories entry box

Select a category check box 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 cat-

egory when they search for a test.

Note: A single test may be assigned to multiple categories.

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Create custom fields

Custom Fields are fields that are specific to your laboratory test directory.

Create a custom field

1. Select Admin, and go to the Custom Fields tab.

2. Enter the Field Name.

3. Select whether the field is Public or Private.

l Private: Only visible to users who log in to Gateway with a user name and pass-

word.

l Public: Visible to anyone who views your tests.

4. (Optional) Select the Container to assign the field to. If you choose not to assign the con-

tainer here, you can assign it in the Layout tab.

5. Select .

Note: You can arrange the custom field order within the container (see Add con-

tainers).

Edit a custom field


2. Select the row of the custom field.

3. Change the Field Name or Visibility as needed.

l Private: Only visible to users who log in to Gateway with a user name and pass-

word.

l Public: Visible to anyone who views your tests.

4. Select .

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Note: You cannot assign/change the container when editing the field. See Add

containers for information about assigning a custom field to a container.

Delete a custom field


2. Select the row of the custom field. The Edit Custom Field dialog box opens.

3. Select .

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Display search synonyms

To turn on the display of synonyms, use the Test Display Settings in the Layout tab.

To learn more about synonyms, select the following links:

l Test Field Information

l Synonym Options

l Import Options

l Entry Boxes

Change test display settings


2. Activate/deactivate the Test Display Settings options to globally control the display of

these fields in test view.

l 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.

l 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.

l Display Consult Links: Activating this setting will display for Consult Links for

every ARUP test (if available) in your laboratory test directory.

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l 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.

Change comment requirements

You can require users to make a comment when editing a test. You can also make comments

optional or hide the comment field.


2. Select the Test Change Comments drop-down menu to change comment requirements

when a user edits a test.

l HideComments - Comments are not required when saving changes and the applic-

able change comments dialog box doesn't display.

l CommentsOptional - Comments are optional when saving changes. This option is

the default setting.

l CommentsRequired - Comments are required when saving changes.

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Add/edit tests

Upload multiple tests

Follow these steps to upload multiple tests from an Excel spreadsheet for the first time. To

upload additional Excel spreadsheets after the first upload, see Upload more tests.

1. Create an Excel spreadsheet containing all of your tests.

2. Create any custom fields as needed, and assign them to a container.

3. Create a field mapping configuration between the column 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 ref-

erenced files.)

6. Process your Excel Spreadsheet.

Video demo

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, do the following:

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1. In the first row, enter the field names for every field (column headings).

l Include columns for Test Code and for Test Name (these are required

fields).

l Include a column for every field in your laboratory test directory, including

custom fields.

2. Add a row for each test, and include the information for each column as needed.

l Include the file name for any document or image files you want included

with the test.

The following is an example Excel spreadsheet.

Tips

l 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.

l Only .xls files are supported at this time. Save the file as an Excel 97-2003 Workbook

(*.xls).

l Document/image file names must not have spaces, and only one document/image file

can be included per field.

l Only one tab in the spreadsheet may contain data. Delete any data on additional tabs.

l Spreadsheets cannot contain filters.

Note: Before the next step, create any custom fields as needed and assign them to a

container.

Create a field mapping configuration

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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 Admin, and select the Upload Tests tab.

2. Select Browse under Create Configuration.

3. Select your file and select Open.

4. Select Scan. The Map Fields area appears.

Note: The system automatically attempts to match all possible fields by match-

ing source and target field names that are identical.

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. Select Save.

Note: It's not necessary to match every source field to a tar-

get field. Nor is it required for every target field to have a

matching source field. Only match the fields for which you

want to upload data. All unmapped fields will be ignored

and the information in the spreadsheet will not be impor-

ted.

Additional ARUP configuration options

After you complete the mapping, select your ARUP configuration options.

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Synonym Options

l Use ARUP Synonyms. If you select this option, ARUP synonyms will be added to any

ARUP tests included on your spreadsheet.

l Use Synonyms Field from File. If you select this option, synonyms you have entered on

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 (;).

l Do Not Use Synonyms. If you select this option, no synonym data will be added for ARUP

tests.

ARUP Data Options

These data options (excluding Do Not Import ARUP Data - Consult Only) require that there be

a column containing an ARUP test number. The column must be mapped to the ARUP Test

Number field.

l 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 auto-

matically be imported into your laboratory test directory when you select this option.

l 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.

Note: If you want Consult information, include a column with an ARUP test num-

ber. Otherwise, an ARUP test number is not required for this option.

l 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:

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1. After you save the mapping configuration, select click here under Process Spreadsheet.

The Upload Images & Documents dialog opens.

2. Select Add Files.

3. Select the file and select Open.

4. Repeat steps 2 and 3 as needed.

5. Select Upload Files when you have added all the files.

6. Select Close.

Currently, the following document file types are supported:

l .7z, .aiff, .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:

l .bmp, .gif, .jpeg, .jpg, .png

Process spreadsheet

After you save the mapping configuration, select Process to upload all the test information

from the Excel spreadsheet to Gateway. The Processing Spreadsheet message opens.

l If your upload is successful, you will get a message indicating the spreadsheet was pro-

cessed successfully and the number of tests added.

l 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. Select Download

Result Log to open a log file (*.txt) that lists all the errors that occurred.

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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.

1. Verify that the previous field mapping configuration is still accurate.

2. Select the new Excel spreadsheet, and select Process.

If the previous field configuration is not accurate, you can edit the field mapping after the ini-

tial setup.

1. Select Edit Field Mappings.

2. Modify the field mapping configuration as needed, and select Save Mappings.

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If the previous field configuration is missing fields, select Upload New Configuration to upload

a new Excel Spreadsheet with the new fields and create a new mapping configuration.

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Overwriting tests

You can upload a new spreadsheet, and the test information in the new spreadsheet will over-

write the existing test information.

Note: The test number and test name in the new spreadsheet must exactly match the

test number and test name in your laboratory test directory.

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Delete multiple tests

1. Select Admin, and select the Delete Tests tab.

2. In the Test Name or Number field, begin typing a test name or number, and select the

correct test. It will appear in the list to be deleted.

3. Repeat steps 1-2 for all tests that you want deleted.

4. Select Delete Tests. The Delete Test Comments dialog box opens.

5. Enter your test deletion reasons in the text box, and select Delete Tests.

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Add/edit/delete a single test

These instructions explain how to add an individual test to your laboratory test directory. To

upload all of your tests from an Excel spreadsheet see Upload multiple tests.

Note: Save your work regularly, as the Gateway system will log you out after 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. Select Add Test at the bottom of the page.

2. Enter a Test Number and Test Name.

3. Choose a Start Date, or leave the current date. 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, Right Margin

containers, and Entry Boxes (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 inside the applicable field.


Add a test performed by ARUP

To add a test that is performed by ARUP to your laboratory test directory, see Add/edit an

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ARUP test.

Edit a single 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. Select Edit Test at the bottom of the window.

4. Enter/edit any fields as necessary.

5. Select Save at the bottom of the window.

The Test Detail dialog box opens.

6. If needed, select an Effective Date. This is the date the edits will become active. See

Add pending (time-delayed) changes for more information.

7. Enter any test change comments in the Comments text box.

Note: The Comments text box does not display if a comment is not required. See

Change comment requirements for more information.

8. Select 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 these

tests will not override information that you enter into these fields. You can also edit

Related Information, LOINC codes, and Synonyms.

Delete a single test

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Note: Deleting a test cannot be undone. To restore a test, you will need to add the test

as you would a new test.



3. Select Delete Test at the bottom of the window.

The Delete Test Comments dialog box opens.

4. Enter your test deletion reasons in the text box.

5. Select Delete.

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Entry Boxes

Entry boxes are additional entry fields on tests. They appear on the right side of the Add Test

and Edit Test pages.

Example Entry Box.

Displays the name of the Container(s) the field has been assigned or mapped to.

When a test is saved, the entry box field information moves to the container it's assigned to,

whether in a test detail tab or a Right Margin container.

Assign an entry box to a container


2. Select the row of the container you want to assign the entry box field to. The Edit Layout

Information dialog box appears.

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3. Select the Related Information, LOINC, or Synonyms entry box field from the Container

Fields drop-down.

4. Select .

5. Continue adding entry box fields to the selected container as needed.

6. Select .

7. Select Save at the bottom of the page to save all your changes.

Your entry box field is now mapped to a container.

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 on the Layout tab.





Categories entry box

Select a category check box 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 cat-

egory when they search for a test.

Note: A single test may be assigned to multiple categories.

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Right Margin containers

When adding or editing a test, enter test information in the Right Margin containers or test

detail tabs. Right margin containers appear on the right side of the Add Test and Edit Test

page below the Related Information, LOINC, and Synonyms entry boxes.

After you save your test, the information you enter will display in the right margin. In the fol-

lowing example, the Administrative container has been configured to display in the right mar-

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gin.

To configure right margin containers and test detail tabs, see Add containers.





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Test field information

The following table explains the field details in the Add or Edit Test views. See Test detail

tabs, Right Margin containers, and Entry Boxes for information about additional fields.

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 char-

acters

The test name your clients will use when ordering

this test.

The namemay 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 cal-

endar tool to choose the date. Activation will

occur at 12 a.m. on that date. By default, the cur-

rent 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.

Test End Date Optional Use to schedule an end date to inactivate a test in

the future. Enter the Test End Date, or use the cal-

endar 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

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exists in a test directory past its end date, the test

will be listed in your test directory with an "Inact-

ive" status until it is deleted. To edit the Test EndDate on an existing test, select the icon and

select a new end date.

ARUP Test Num-

ber

Add/edit an ARUP

test

7 digit number

Enter a valid ARUP test number to import ARUP

test data. Results will filter as you type.

Import Options Add/edit an ARUP

test

Activate/deactivate

Activate/deactivate the following options to indic-

ate which ARUP test data to import.

l Receive Automatic Updates: Activate this box

to receive automatic updates for this ARUP

test.

l Display Consult Link: Activate this box to have

ARUP Consult links displayed for this test once

you save the test.

l Import ARUP Synonyms: Activate this box to

import ARUP Synonyms to display with your

test information once you save your test.

Note: Some of these options will display/not display

based on the system settings. See Change test dis-

play settings for additional information.

Related Inform-

ation

Entry Box

Text to Display: Up

to 250 characters

URL: Up to 500

Use to create links to other URLs with related

information about your test. Enter the "text to dis-

play" as you want it to appear on your laboratory

test directory. Enter a valid URL.

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characters Select .

If this entry box has not been mapped, go to the

Layout tab to assign the Related Information field

to a Container.

LOINC Entry Box

LOINC: Up to 500

characters

Use to enter the LOINC for a test. Enter the LOINC,and select .

Note: The text entered in this field will only dis-

play/not display based on system settings. See

Change test display settings for more inform-

ation.

Synonyms Entry Box

Synonym: Up to

500 characters

Use this field to add your own synonyms for atest. Enter the synonyms, and select .

Note: The text entered in this field will only dis-

play/not display based on system settings. See

Change test display settings for more inform-

ation.

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Test detail tabs

When adding or editing a test, enter test information in the test detail tabs or Right Margin con-

tainers. Any fields that you leave blank will not appear when viewing a test in your laboratory

test directory. Test detail tabs appear below the Import ARUP Test Data section.

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After you save the test, the test detail tabs appear at the top of the page.

To configure test detail tabs and right margin containers, see Add containers.

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Display search synonyms

To turn on the display of synonyms, use the Test Display Settings in the Layout tab.

To learn more about synonyms, select the following links:

l Test Field Information

l Synonym Options

l Import Options

l Entry Boxes

Add pending (time-delayed) changes

You can edit a test and save the edit as a pending change for release at a later date.

Add pending changes

1. Edit a test as outlined in the Edit a single test process.

2. Select Save. The Test Detail dialog box opens.

3. In the Effective Date field, select the future date when you want the changes to become

active.

4. Select Save.

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View pending changes

1. Open a test with pending changes. You can search for the test or select the Pending

search category list from the home page.

2. Select the Edit Pending Changes button at the bottom of the page. Information that has

a pending change displays with a red exclamation point.

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 page.

2. Select the Edit Pending Changes button at the bottom of the page.

3. Information that has a pending change displays with a red exclamation point.

4. Select the Revert link next to any pending change to revert back to the current value. You

can also select Delete Pending Changes at the bottom of the screen to delete all dis-

played pending changes for the test.

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Add/edit an ARUP test

You may import ARUP test data when adding or editing a test.

Add a test

1. Select Add Test at the bottom of the page.

2. Enter a Test Number and Test Name.

3. Choose a Start Date, or leave the current date. 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. Select Import. The ARUP Test Data now appears in the applicable fields in the Test

detail tabs and Entry Boxes.

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,

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Reported, and Storage/Transport Temperature. You can edit these fields after

import. You can also edit Related Information, LOINC codes, and Synonyms.


Edit a test



3. Select Edit Test at the bottom of the window.

4. Type the ARUP test in the ARUP Test Number field. Results will filter as you type.

5. Activate/Deactivate the import options.

6. Select Import. The ARUP Test Data now appears in the applicable fields found in Entry

Boxes and Test detail tabs.

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. You can edit these fields after

import. You can also edit Related Information, LOINC codes, and Synonyms.


Import options

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Receive

Automatic

Updates

Activate this check box to receive automatic updates for this ARUP test.

Display Con-

sult 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 Change test display settings for additional information about

displaying the Consult links.

Import

ARUP Syn-

onyms

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.

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Editing tool

Note: Save your work regularly, as the Gateway system will log you out after 2 hours.

When the system logs you out, you will be required to log in again and any unsaved work

will be lost.

Overview

On the Add/Edit Test page, use the editing tool to modify the format of your text, include links,

anchors, images, embedded media, documents, and tables. The editing tool opens when you

click in a field.

Tools

Icon Tool Description

Preview Preview the field contents in a browser.

Cut, Copy,

Paste, Spe-

cial Paste

Cut, Copy, and Paste text in the field.

Special Paste:

l Paste an already formatted text, but without

preserving the formatting in your field.

l Paste text from Microsoft Word while main-

taining basic formatting.

Undo, Redol Undo the last action.

l Revert to before the last undo action.

Spell Check Enable SCAYT (Spell Check As You Type) or check

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the spelling of the text currently in your field (Check

Spelling). See Spell check for more information.

Insert

Media

Embed

Insert an embedded video, image, or other media.

See Insert Embedded Media for more information.

Link and

Anchor

Add and delete links. See Links and Anchors for

more information.

Insert

Image

Insert an image. See Insert images for more inform-

ation.

Insert Table Insert a table. See Insert tables for more information.

Insert Hori-

zontal Line

Insert a horizontal line across the width of the text

area.

Maximize

Editing Tool

View the field and the editing tool in a full window.

When 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.

Show

Blocks

Surround all block-level elements with an outline and

display their element name at the top-left. This helps

you visualize all block level elements.

Bold, Italic,

Strike

through

Apply these options to the highlighted text.

Subscript,

Superscript

For subscript (lowered) or superscript (raised) text,

highlight the text and select the applicable button

here.

Copy For-

matting

Copy the formatting of the text where your cursor

rests. Select other text in the field to apply that

formatting.

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Remove

Format

Remove bold, italic, strike through, subscript and

superscript formatting.

Numbered,

bulleted list

Select one or more paragraphs and then select either

the number or bullet option to apply this format to

the selected paragraphs.

Increase

and

Decrease

Indent

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 dis-

tinguished 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 theblockquote and select .

Text Align-

ment

Select the desired alignment. This selection applies

to an entire paragraph.

Paragraph

Format

From the Paragraph Format drop-down, choose pre-

defined formatting for an entire paragraph.

Font and

Size

Choose the font and size of the selected text in the

field.

Text and

Background

Color

Choose a color for the text and background dis-

played in the field.

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Insert files

On the Add/Edit Test page, you can insert links to files.

Currently, the following document file types are supported. Files may not exceed 10 MB in

size.

l .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

For information about inserting image files, see Insert images.

Insert a link to a file not on the server

To load a file to the server and then insert a link to it, follow these steps.

Note: The default upload location for non-image files is the Files folder (this is not a pub-

lic location).

1. In a text field, enter a name for the file and select the text.

2. Select in the toolbar.

3. Select the Upload tab in the Link dialog box.

4. Select Choose File.

5. Select the file that you want to add.

6. Select Open.

7. Select Send it to the Server. The Protocol and URL on the Link tab will show the link to

the file.

8. Select the Target tab.

9. Choose a Target from the list. The target is the window where the link will open.

10. Select OK.

Insert a link to a file on the server

To insert a link to a file that is already on the server, follow these steps.

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1. In a text field, enter a name for the file and select the text.


3. Select URL from the Link Type drop-down menu.

4. Select Browse Server. The CKFinder dialog box opens.

5. Search for the file you want to link to, and double-click the file.



8. Select OK.

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Insert images

On the Add/Edit Test page, you can insert images in the text fields.

Currently, the following image file types are supported:

l .bmp, .gif, .jpeg, .jpg, .png

Insert an image from the server

See Upload an image to the server if the image you want to insert isn't on the server yet.

1. Click inside a text field, and select in the toolbar.


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. Select OK.

Upload an image to the server


2. Select the Upload tab in the Image Properties dialog box.

3. Select Choose File.

4. Navigate to the image file on your computer.

5. Select Open.

6. Select Send to the Server. The URL field on the Image Info tab will show the link to your

new image.

Note: The default upload location for image files is the Images folder (this is not a pub-

lic location).

7. Select OK to insert the image.

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Insert an image from the internet


2. Enter the full absolute path for the image in the URL box.

3. Select the image properties (see Image Info tab for more information).

4. Select OK.

Delete an image from the server



3. Search for the file you want to delete.

4. Right-click on the image, and select Delete.

5. Select OK.

Image Info tab

After you choose your image, you may format the image with the options on the Image Info

tab.

URL 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 select Browse Server. Navigate to the image

and double-click the image to select it.

Alternative

Text

Enter a short description of the image so that the image is accessible to users

with disabilities.

Width 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.

Height 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

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width and height for more information.

Alignment Select the image's alignment in the field.

Captioned

Image

Select this check box to insert a caption field below the image that you can edit.

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, select . 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 select .

Select to return to the original size of the image.

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Insert links

On the Add/Edit Test page, you can insert links in the text fields.

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 inside a text field, and select in the tool bar.

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

Select Browse Server to navigate to a document or image that you have uploaded to your

server.



7. Select OK.

Note: If you want the link to be assigned to specific text, select the text and select

. If you don't select text first, the URL for the link will display.

Link to anchor in text

To link to an anchor in the field, you first need to insert an anchor.


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.


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5. Choose a Target from the list. The target is the window where the link will open after it's

selected.

6. Select OK.

Link to an e-mail address

When you create a link to an e-mail address, you are creating a link that when selected will

launch an e-mail to the address that you specify.


2. Select E-mail from the Link Type drop-down menu.

3. Enter the E-mail Address.

4. Enter the Message Subject and Body.

5. Select OK.

Delete a link

Highlight the linked text and select . Or right-click the linked text and choose Unlink.

Edit a link

Highlight the linked text and select . Or right-click the linked text and choose Edit Link.

Both of these options will take you to the Link window where you may edit your link as neces-

sary.

Target tab

The target is the window where the link will open after it's selected.

<frame> Opens the link in a named frame.

<popup window> Opens the link in a named popup window.

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.

SameWindow (_self) Opens the link in the same frame as it was selected

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(this is default).

Parent Window (_parent) Opens the link in the parent frame.

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Insert anchors

On the Add/Edit Test page, you can insert anchors in the text fields. When you insert an

anchor, you can create a link to that anchor location in the field.

Create an anchor

1. Place your cursor where you want the anchor to reside in the text field.


3. Give your anchor a descriptive name to help you identify which anchor you are referring

to when creating a link.

4. Select OK.

Delete an anchor

Select the anchor image and press Delete.

Note: 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).

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Insert tables

On the Add/Edit Test page, you can insert tables in the text fields.

Insert a table

1. Click inside a text field, and select in the toolbar. The Table Properties dialog box

opens.

2. Use this dialog box to format your table. When you are finished entering table properties,

select OK and enter information in the table as needed.

You can return to the Table Properties dialog box by clicking anywhere in the table, right-click-

ing, and selecting Table Properties.

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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 Select if you want header rows, columns, or both.

Border Enter the width of the cell borders. Usually no more than 1 or 2 pixels is

needed.

Cell Spacing Enter in pixels the cell spacing (space between cells). If you leave this blank,

cells will be joined together (sharing the same border).

Cell Padding Enter in pixels the cell padding (space between text and the cell border).

Alignment Select the text alignment (left, center or right). Note that you will be able to

change the text alignment for individual cells in the table.

Caption 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).

Summary Enter the text to include as a summary tag in the HTML code.

Modify rows and columns

To Insert

Cell

Click inside a cell, right-click, select Insert Cell Before or Insert Cell After.

To Delete

Cells

Click inside a cell, right-click, select Delete Cells.

To Insert

Rows

Click inside a cell, right-click, select Row > Insert Row Below or Insert Row After.

To Delete

Rows

Click inside a cell, right-click, select Row > Delete Rows.

To Insert

Columns

Click inside a cell, right-click, select Column > Insert Column Before or Insert

Column After.

To Delete

Columns

Click inside a cell, right-click, select Column > Delete Columns.

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To Merge

Cells

Click inside a cell, right-click, select Cell > Merge Right or Merge Down.

To Split

Cells

Click inside a cell, right-click, select Cell > Split Cell Horizontally or Split Cell Ver-

tically.

Modify cells

To modify cell properties, click inside the cell, right-click, and select Cell > Cell Properties.

The Cell Properties dialog box opens. When you are finished entering properties, select OK and

save your changes.

Width Enter in pixels the width of the cell. Changing the cell width will change the cell

width for all the cells in the column.

Height Enter in pixels the height of the cell. Changing the cell height will change the cell

height for all the cells in the row.

Word Wrap Select Yes if you want word wrap on. Select No if you want word wrap off.

Horizontal

Alignment

Select the horizontal alignment (left, center, right).

Vertical

Alignment

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.

Cell Type Select Data to display regular text. Select Header to bold and center the text in

the cell.

Rows Span Enter the number of rows a cell will span.

Columns

Span

Enter the number of columns a cell will span.

Background

Color

Select Choose to select the background color for the cell.

Border

Color

Select Choose to select the border color for the cell.

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Upload files to the server

On the Add/Edit Test page, you can upload files to the server and then insert the files in your

test.

Note: 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 inside a text field, and select or in the toolbar.

2. Select Browse Server in the Image Properties dialog box or the Link dialog box to open

the CKFinder dialog.

3. Under Folders, select the folder to store your file.

4. Select .

5. Select the file, and select Open.

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6. If you need to upload additional files, select Add Files.

7. See Insert files or Insert images for information about inserting the files in your tests.

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Spell Check

Select 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 mis-

spelled words immediately after you write it with a red wavy line underneath the misspelled

word.

By default, SCAYT is disabled. To enable SCAYT, select and select Enable SCAYT. To

disable, select Disable SCAYT.

When you enable SCAYT, more menu options become active.

Select any of these options to open the Spell Check As You Type dialog.

In the Spell Check As You Type dialog, you may choose different tabs to control the settings of

the spell checker.

Options

Select the Options Tab to activate/deactivate options for the spell checker to ignore.

Languages

Select this tab to choose the language you want the spell check to use.

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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 select Create. To use an existing dictionary stored

on the server, type the dictionary name and select 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 overMore Suggestions to view all suggested words for

the misspelled term.

Ignore If you know a word is spelled correctly, but it is being marked

as misspelled, you can select Ignore to have spell checker

ignore this word.

Ignore All Select to ignore all instances of a word that is being marked

as misspelled.

Add Word Select to add the word to your user dictionary so that it will not

be marked as misspelled again.

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Spell check

To open the Spell Check dialog, select 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. Select 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. Select Finish Checking or Cancel when you are done.

Thesaurus

Use this tab to view synonyms for various words found in your field. Select Finish Checking or

Cancel when you are done.

Hotlines

If you activate Receive Automatic Updates (Add a test) and/or select Import ARUP Data - Auto

Update (Importing Tests), you will receive updates for ARUP tests that are part of ARUP Hot-

lines automatically.

New test(s) added during Hotlines will not be added automatically to your laboratory test dir-

ectory. 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.

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Reports

View reports

Select Admin and go to the Reports tab to view reports.

SecurityLog

This report shows a list of users who have logged into your laboratory test directory and their

IP addresses.

To view the report, select the report type, select a date range, and select Generate Report.

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 admin-

istrators.


Analytics

Select Analytics to email an Excel file that shows test views during a specified time period.

1. Select Analytics from the Report Type drop-down menu.

2. Choose the Start Date and End Date.

3. Select Generate Report. The Export Settings dialog box opens.

4. In the Email Address field, enter the email address of any recipient(s) to receive the

report.

5. In the Subject field, enter a subject for the export.

6. In the Message field, enter a message for the export, if applicable.

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7. Select Export. An email 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.

TestExport

Select TestExport to email an Excel or PDF file with a list of all tests currently found in your

laboratory test directory. 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.


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 Email Address field, enter the email address of any recipient(s) you want to

receive the export email.



8. If you selected PDF format, you can select to expand an Export Options section at the

bottom of the dialog box where you can include or exclude additional options.



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TestChangeAudit

Select TestChange Audit to generate and email a list of all test changes, the users 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.

Note: When activating any of the Include All Tests check boxes, all tests you have

entered are removed from beneath the search criteria box.




6. In the Subject field, enter a subject for the report.




TestSnapshot

Select TestSnapshot report to generate and email a snapshot export of how a test appeared in

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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 the test.

3. In the Test Name or Number field, enter the test name or number for the test you want

to view.


5. The Export Format drop-down menu is set to PDF, and cannot be changed.





9. Select Export. An email containing the exported test information is sent to all recipients.

Notifications

Select Notifications to generate and email a report that lists when a notification was created,

who created it, if it was a site or test notification, the notification message, and the start/end

dates.

1. Select Notifications from the Report Type drop-down menu. The Start Date and End Date

fields appear.

2. Choose the Start Date and End Date with the calendar tool to choose a date range for

your report.




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7. Select Export. An email containing a link to the exported notification information is sent

to all recipients. The recipients can open the link and print or save the information.

8. Select Close when you are finished.

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Create test books

You can create and export custom books that include specific tests from your laboratory test

directory.

Create a new test book

1. Select Admin, and go to the Reports tab.

2. In the Test Books area, select .

3. In the Test Book Name field, enter a name for the test book.

4. Select the plus icon next to each test you want to include in the test book. A check

mark displays next to each test currently selected.

5. Select at the bottom of the page.

Export a test book

1. Select Admin, and go to the Reports tab.

2. In the Test Books area, select the test book name in the Test Book drop-down menu.

3. Select Generate Test Book. The Export Settings dialog box opens.

4. If you want to exclude inactive tests from the report, select the Exclude Inactive Tests

check box.

5. Choose the Export Format (Excel or PDF) from the drop-down menu.

6. In the Email Address field, enter the email addresses of any recipients you want to




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9. If you selected PDF format, you can select to expand an Export Options section at the

bottom of the dialog box where you can include or exclude additional options.



11. Select Close when you are finished.

Edit a test book

1. In the Test Books area, select the test book name in the Test Book drop-down menu.

2. Select . The test book opens.

3. Select next to each test you want to include in the test book.

4. Select next to each test you want to deselect and not include in the test book.

5. Select when you are finished editing the test.

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Communications

Set up site notifications

Select Admin, and go to the Notifications tab to manage critical notifications in your Gateway

site. Notifications from Gateway Admins to users in their directory, are for critical noti-

fications only.

Create a new site wide notification

A site wide notification appears when a user first visits a Gateway site. The notification dis-

plays with each new browsing session. Only one active site wide notification is allowed at a

time.

1. Select Add New Notification. The Notification Builder dialog box appears.

2. Enter a start date and end date.

Note: The end date is inclusive, and the notification will end after 11:59 pm server

time.

3. Enter a subject if needed.

4. Select the Site Wide option.

5. Enter the notification text in the Message field. See the Editing tool for information

about modifying the format of your text and adding links, anchors, images, documents,

videos, and tables.

6. Select Save.

Create a new test specific notification

A test specific notification appears when a user first views a test. Only one active test spe-

cific notification per test is allowed at a time.

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1. Select Add New Notification. The Notification Builder dialog box appears.

2. Enter a start date and end date.

Note: The end date is inclusive and the notification will end after 11:59 pm server

time.

3. Enter a subject if needed.

4. Select the Test Specific option. A test entry box appears.

5. Enter all test(s) you want included on the notification.

6. Enter the notification text in the Message field. See the Editing tool for information

about modifying the format of your text and adding links, anchors, images, documents,

videos, and tables.

7. Select Save.

Search for a notification

1. Enter your search criteria in the Search Notifications search field.

2. Select Search. The search results display.

Edit a notification that is not active

You can edit notifications that are not currently active. For active notifications, you can only

edit the End Date. The icon indicates that a notification is currently active.

1. Select the notification you want to edit. The Notification Builder dialog box appears.

2. Make any changes and select Save. The notification is updated.

Delete a notification

You can only delete a notification that is not currently active and occurs at a future date.

1. Locate the notification you want to delete. The notification can be deleted only if the

icon displays on the notification line.

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2. Select the notification. The Notification Builder dialog box appears.

3. Select Delete. The notification is deleted.

Disable a notification

You can disable a notification that is currently active.

1. Select the notification. The Notification Builder dialog box appears.

2. Select Disable. The notification is disabled and will no longer appear for users.

Notification types

Two types of notifications may display for a Gateway administrator when they log into their

Gateway site:

l Informational

This type of notification is informational and displays in blue.

l Warning

This type of notification is a warning and displays in red.

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Select the Learn More button to view the message that is associated with the notification.

Select the Remind Me Later button to be reminded about the notification the next time you log

in.

Select the Dismiss button to dismiss the notification.

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Set up email notifications

You can receive email notifications when an upload completes or when there is an invalid

ARUP test.

1. Log in to ARUP Connect: https://www.aruplab.com/ii/login.jsp

2. Go to Account Administration > Notification Preferences.

3. Scroll down to ARUP Gateway.

4. Select the check boxes next to the notification you want to receive.

5. Use the drop-down menus to modify the frequency, if needed.

6. Select Save.

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https://www.aruplab.com/ii/login.jsp

Inbox

Select Inbox at the top of the page to manage your messages.

Archive a message

1. Locate the message(s) you want to archive, and select their check box(es).

2. Select the icon in the header row. The message(s) is archived.

Note: You can also archive a message after opening the message and then select-

ing the icon.

Delete a message

1. Locate the message(s) you want to delete, and select their check box(es).

2. Select the icon in the header row. A dialog box opens asking you to confirm.

3. Select OK. The message(s) is deleted.

Note: You can also delete a message after opening the message and then select-

ing the icon.

Mark a message as new

1. Locate the message(s) you want to mark as new, and select the check box(es) next to

the message(s).

2. Select the icon in the header row. The selected message(s) is marked as new.

Mark a message as read

1. Locate the message(s) you want to mark as read, and select the check box(es) next to

the message(s).

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2. Select the icon in the header row. The selected message(s) is marked as read.

Search for a message

1. Enter your search criteria in the Search Messages search field in the left-hand panel.

2. Select the icon. The message results display.

Message page details

The following icons appear on the message page.

View the next message in your inbox.

View the previous message in your inbox.

Return to your inbox.

Close the message and return to your Inbox.

Email or print a test

Email test information

To send an email containing the link to test information for an individual test, do the following:

1. Select next to the test number at the top of the view test information page. The

Send Test Link By Email dialog appears.

2. Enter the relevant information for the email message.

3. Select Send.

Print test information

To print the test information for an individual test, do the following:

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1. Select 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. Select Print.

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Other topics

Frequently asked questions

General information

Which browsers can I use with Gateway?

Effective May 1, 2016 in conjunction with Microsoft browser support, ARUP will be officially

supporting only Internet Explorer 11 and Chrome. Gateway will still continue to function if

using other browsers, but some features may not be available. To take advantage of all fea-

tures, please upgrade to IE11 or Chrome.

You may also refer to the ARUP Browser and Software Support Policy for up-to-date supported

browsers at http://www.aruplab.com/about/support.

I have a great idea for a Gateway enhancement. Who do I contact?

Contact the Gateway Product Manager, Julie deCastro at [email protected] or at

(801) 583-2787 ext. 2089. For other inquiries on current Gateway functionality, please contact

the Client Relations Training team at [email protected] or at (800) 242-

2787, option 1.

I'm unable to log on to Gateway to make changes to my test dir-

ectory. Why?

Verify that you have been given Gateway Admin permissions through Connect. The Gateway

user name and password are the same as your Connect user name and password. Also

ensure that your Connect user account has not been locked.

I just added a favicon to my Gateway, but I can't see it. Why?

If you are using Internet Explorer, you as the administrator may not immediately see the

favicon on your browser tab after adding it. The favicon DOES display on other computers

quickly, and will display on your computer if you clear your cache and/or restart your computer

(may take up to 24 hours to display). The favicon will immediately display on the Chrome

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http://www.aruplab.com/about/support

mailto:[email protected]

mailto:[email protected]

browser.

Managing tests

Why am I unable to edit a field on a test?

There are standard fields with ARUP tests that cannot be edited. However, all custom fields

are editable, even in ARUP tests.

Not all test information is showing up in my test. Why?

Check to make sure the field you expect the information to appear in has been assigned to a

container (tab). If the field has been assigned to a container and it is a custom field, ensure

the field has been assigned as “public”. If the field has been created as a “private” field,

ensure the user has been given “View Private Data” permissions within Connect.

How can I add the same test field information to multiple tests?

The easiest way to quickly update multiple tests with the same information would be to edit a

spreadsheet containing the tests to be updated. Enter the information in one of the tests and

copy that cell to all other tests to be updated. Step-by-step instructions below:

1. Export the test directory.

2. Isolate tests to be updated (delete all other tests.)

3. Edit information in the appropriate field/cell.

4. Copy cell to all other tests.

5. Upload updated spreadsheet.

How do I prevent duplicate tests (the same test with different test

names/numbers) from being created?

It is possible to create a “duplicate” test in your directory which contains identical test inform-

ation, but the test names and/or numbers are different. This typically happens through the test

upload process. If an existing test is re-uploaded with a different name, Gateway will recog-

nize that test as a NEW test, not a test to be UPDATED. If a test name or number needs to be

updated, edit that test through the “Edit Test” function or upload the new test and delete the

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old one.

Is it possible to delete all of the tests in my test directory?

No, this function is restricted to only ARUP support staff. Contact the ARUP Client Relations

Training Team to have all data deleted from your directory.

Can I format (bold, italics, color) the text within my test directory?

Yes, any non-ARUP test data and custom fields can be formatted with different font styles or

colors, but must be HTML-formatted if using the Upload Test tool. Text can be edited manu-

ally through the “Edit Test” functionality using the editing tools shown below or via an upload

for updating multiple tests at once. The main font (header text, container and field label text),

and ARUP test information text cannot be customized.

"Edit Test" method:

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"Upload" method:

ARUP updates and notifications

One of my ARUP tests is not automatically being updated.

Ensure the Receive Automatic Updates check box has been selected.

Will ARUP Synonyms overwrite manually-entered synonyms?

Unless the Import ARUP Synonyms check box is selected, the synonyms will not be over-

ridden.

Why am I getting Invalid ARUP Test notifications?

This email is sent to Gateway Administrators who have signed up for email notifications

within Connect. The purpose of these emails is to notify you when there is an invalid ARUP

Test in your Gateway site. An invalid test is an inactive ARUP test. Although we automatically

update changes made within ARUP tests that you have in your Gateway test directory, we do

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not add, delete or inactivate tests in your test directory. We notify clients of upcoming inac-

tivation of tests through our Hot Line and these inactive test emails serve as a backup to that

communication.

How do I correct invalid ARUP test numbers?

There are a few ways this can be resolved. When editing a test, do one of the following:

l Replace the ARUP test number with a valid test number.

l Deselect the Receive Automatic Updates check box which will convert the test from an

ARUP test to an in-house test.

l Delete the test entirely if there are no plans to use the test as an in-house test.

Can I keep tests in my directory if the ARUP# is invalid?

Yes, the test can be retained in your directory, but the invalid ARUP test number should be

removed to prevent receiving the Invalid ARUP Test email notifications.

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Do new ARUP tests (or deleted tests) listed in Hot Line noti-

fications automatically get added/deleted from my Gateway site?

No. Automatic updates will happen only on tests that have a valid ARUP test number entered

in the ARUP test field AND the Receive Automatic Updates check box is selected. Tests that

are replaced with a different test will not automatically be updated as this is an inactivation of

one test and a creation of a new test. New tests and deleted tests are NOT automatically

updated, these need to be manually added or removed.

How do I convert an ARUP test into an in-house test?

There are two ways to convert an ARUP test to an in-house test--through the Edit Test function

for a single test and through the upload process to convert multiple tests at once.

“Edit Test” method:

Simply deselect the Receive Automatic Updates check box. This will make it possible to edit

any test field with your own information since the automatic updates won’t override your own

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data.

“Upload” method:

Isolate the tests to be converted to be the only tests within the spreadsheet. Under the

Receive Automatic Updates column, change TRUE to FALSE, and upload the changes. This

indicates that automatic updates will not occur, making the tests in-house tests.

Can I attach a Consult topic to an in-house test?

Yes. When editing the test, enter the ARUP test number that has the Consult topic to be dis-

played. Only select the Display Consult Link check box under the Import ARUP Test Data sec-

tion. (Do not select Receive Automatic Updates.)

About links and documents

I need to create a “folder” to house procedure documents access-

ible to everyone on our home page. What is the best approach?

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Use the parent link feature to display sidebar headings that can be collapsed or expanded. Mul-

tiple document links can be nested under the parent link and available for all users to view.

I’ve created a link to a document, but now it needs to be updated.

Can I update my document without changing the link?

Yes, if you upload a new document (or image) and keep the file name the same, no changes

are needed to the link.

We’ve changed our logo (or another image/document used on the

site), how do I delete unused images or documents from the Gate-

way Server?

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After selecting Edit Test, select any editable field to display the editing toolbox. Select Image,

which will display the Image Properties window.

Select Browse Server. This will bring up the folders where all images and documents on your

Gateway site are stored.

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Locate and right-click on the file to be deleted. Select Delete. Then select OK.

Test upload information

I have a list of items to be displayed in a field. How do I enter that

information into my spreadsheet?

Separate the items with a semicolon. Synonyms, Related Information, LOINC and Search Cat-

egories are the fields where the values need to be separated by a semicolon.

How do I add Related Information links through an upload?

Enter the information into the Related Information field within the upload spreadsheet. Separ-

ate the links with a semicolon and format the links as follows:

Text of link 1, <comma>, fully-qualified URL <semi-colon>, Text of link 2, <comma>, fully-qual-

ified URL <semi-colon> , etc. For example:

Acro-

megaly,ht-

tps://arup-

con-

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sult.com/content/acromegaly;Hypercalcemia,https://arupconsult.com/content/hypercalcemia

Printing

How do I print a list of all tests in my directory?

Run a Test Export and select PDF as the Export Format. Within the export options, ensure the

Test List check box has been selected and deselect the All check box.

Can I print my tests without images?

Yes. When exporting the test directory, within the Export Settings window, deselect the All and

Photos check boxes and select all other options to be printed.

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Search for a test

Search for a test using the search tool found at the top of the page.

Note: The test search is for plain text only. Any HTML entered in the search field is

stripped out of the search criteria. The HTML still displays in the Test Name of the test

page.

Search using the following methods:

Browse A-Z

1. Select .

A drop-down menu appears.

2. Select a letter in the menu.

In the Results Found section, an alphabetical list of tests starting with the selected let-

ter 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. Start typing the Test Name or Number in the Search Box.

Results will filter as you type.

2. Select a result to view the test information.

You can also search for tests by entering full or partial CPT codes, LOINC, or Synonyms.

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The Quick Search displays the matching Test Names first, then Test Number second (limited

to 10 results).

If no tests match your criteria, try a Full Search.

Full search

1. Enter the Test Name or Number in the Search Box.

2. Select 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. Select a row to view the test information.

If you do not see your test, try changing your criteria to be more/less specific.

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, LOINC, or Synonyms.

Filter 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.

All tests

To search for all tests available in your laboratory test directory, leave the Search Box blank

and select Search or press Enter. This is helpful, for example, if you wish to view or print the

entire test directory list.

Search categories

1. Search for a test using one of the above methods (excluding Quick Search).

2. On the Results page, look at the search categories on the right. The number of tests in

each search category will appear next to the category in parenthesis.

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3. Select the category name, and select the appropriate test to view the test information.

Note: The "New" and "Updated" categories are default Search Categories. Tests will dis-

play in these categories for the length of time that is specified to display test statuses

in the Settings tab in the Admin Control Panel.

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View test history

Select the History link to see a list of the last 25 tests viewed.

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Manage your password

Your Gateway password is also your password for ARUP Connect™.

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1. Go to Account Administration > My Account in ARUP Connect.

2. Go to the Security tab. You can change your password or security question on this tab.

For additional help, contact your ARUP Connect administrator or ARUP Client Services.

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https://connect.aruplab.com/usermanagement/myAccount

https://connect.aruplab.com/usermanagement/login