Manage folders

You can use a folder to create a collection of studies that you want to view as a group. You select the specific studies you want to include in a folder. For example, you can use a folder to group studies that you want to review in a collaboration session with other users. The studies are not actually moved to the folder; the folder just provides you with an easy way to access them.

Note
You can also use worklists to create a group of studies (see Manage worklists).

Add a folder

Folders created by users with no administrative privileges are automatically private. Users with administrative privileges can create public folders that can be accessed by all OptosAdvance users and can also assign folders to specific users or groups.

  1. In the Patient Study Directory, select . You can also right-click (or tap and hold) an existing folder, then select Copy.
    or
    Select Settings. Under Preferences, select Work Lists and Folders. Select Add. You can also select an existing folder, then select Copy.
  2. Enter the following information, then select Save.

Name

Folder name.

Category

You can use categories to organize your folders in the navigation tree. To place this folder in a category, enter the category name. Note that the category will be created if it does not already exist.

Comment

Folder description.

Default

Administrators only. Allows you to specify a default folder for new users when logging in for the first time.

Disabled

If selected, the folder will be hidden in the navigation tree.

Folder

Select this option to create a folder (instead of a worklist). To create this folder inside another folder, select the parent folder.

Note
An alternate way to create a subfolder is available in Settings > Preferences > Work Lists and Folders. Select an existing folder, then select Add Sub-Folder.

Deidentify

If selected, studies in this folder will be anonymized when viewed in OptosAdvance. Select Nominal to use the default anonymization profile or select a profile you have created (see Manage confidentiality profiles).

Note
Once the folder is created, you cannot change the Deidentify option.

Note
Studies are only anonymized when opened from a worklist or folder with the Deidentify option. Regular patient data will appear if a study is opened from the Patient Study Directory.

Groups

(Administrators only) Select the groups that can access the folder. Note that this option is not available if no groups are currently defined.

Users

(Administrators only) Select the users that can access the folder. Note that if you do not have administrative privileges, any folders you create will be private folders that only you can access.

  • To create a public folder that all users can access, do not select any users.
  • To create a private folder for specific users, select one or more users in the Unassigned area, then select Add. These users will see the folder in their My Folders area. To remove a user’s access, select a user in the Assigned area, then select Remove.

Edit or delete a folder

In the Patient Study Directory:

  1. Right-click (or tap and hold) a folder.
  2. Select Edit. Modify the details, then select Save.
    or
    Select Delete.

In Settings:

  1. Select Settings. Under Preferences, select Work Lists and Folders.
  2. Select a folder.
  3. Select Edit. Modify the details, then select Save.
    or
    Select Delete.