Managing Fluid Types in your Account

• About Fluid Types
• Opening the Fluid Types Screen
• Unpublishing a Fluid Type
  • Displaying Unpublished Fluid Types on the Fluid Types Screen
• Publishing a Fluid Type
• Hiding/Showing an Unpublished Fluid Type on Fluid Substitution Grids
  • Displaying Unpublished Fluid Types that are also Hidden from Fluid Substitution Grids
• Changing Display Name and Description of a Fluid Type

About Fluid Types

The Fluid Types screen allows you to view and manage the fluid types in your account. Fluid types can be assigned to resident/patient profiles and used in thickened fluid substitution grids, menu reports and people reports.

Opening the Fluid Types Screen

To open the Fluid Types screen:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Dietary Settings > Fluid Types. The Fluid Types screen appears, listing the available fluid types types in your account. 
   
   

Unpublishing a Fluid Type

When an account unpublishes a fluid type, the following occurs:

• The unpublished fluid type will not be available to be assigned to residents/patients.
• The unpublished fluid type will still be available in thickened fluid substitution grids to allow you to extend the recipe with thickened fluid substitute recipes. 

If a parent account unpublishes a fluid type, then that type will be unpublished in its child accounts, but can be republished by the child account if need be. 

A fluid type cannot be unpublished if it is currently assigned to a resident/patient. 

To unpublish a fluid type, complete the following steps:

1. Open the Fluid Types screen. 
    

2. For the fluid type to be unpublished, click its ellipsis in the Actions column and select Unpublish (first screenshot below). The fluid type is given a status of Unpublished (second screenshot below). 
   
   
   
   

   Note: If the fluid type is currently assigned to a resident/patient in your account, then it cannot be unpublished. A message appears stating such, along with the number of people assigned the fluid type. 
   
   
   
   If it is a parent account attempting to unpublish the fluid type, and that fluid type is assigned to resident/patients in one or more child accounts, then the fluid type cannot be unpublished. A message appears stating that the fluid type is currently assigned in child facilities, and lists the child facilities and the number of people assigned the fluid type in each facility.
   
   

Displaying Unpublished Fluid Types on the Fluid Types Screen

When a fluid type is unpublished it is given a status of Unpublished. You can display unpublished fluid types on the Fluid Types screen using the filters. To do so, complete the following steps:

1. Open the Fluid Types screen. 
    
2. Click the Filters button to display the Filters slide-out panel (screenshot below),
   
   
    
3. Select the Show unpublished at your account check box. 
   
   Note: If an unpublished fluid type is also set to be hidden from extension grids (see below for more information), then you will also need to select the Show hidden from extension grid check box to have these fluid types display on the Fluid Types screen. 
    
4. Click the See Results button to apply your changes. The Fluid Types screen displays fluid types with the Unpublished status.

Publishing a Fluid Type

If a fluid type has been unpublished, then it can be republished. If a new fluid type has been approved for your account, then it will be unpublished. To publish a fluid type, complete the following step

1. Open the Fluid Types screen. 
    
2. For the fluid type to be published, click its ellipsis in the Actions column and select Publish (screenshot below). The fluid type is given a status of Published. 
   
   

Hiding/Showing an Unpublished Fluid Type on Fluid Substitution Grids

As noted, when a fluid type is unpublished it will still be available on the fluid substitution grids to allow you to extend the recipe with thickened fluid substitute recipes. 

However, you can choose to hide an unpublished fluid type from fluid substitution grids or not. 

Note: Hiding an unpublished fluid type from fluid substitution grids only impacts your account. If you are a parent account (i.e., system account or corporate account) with child accounts, the fluid type will not be hidden from fluid substitution grids in your child accounts. 

You can set an unpublished fluid type to either be hidden or shown on fluid substitution grids via its Display in fluid sub grid check box. To access this check box, complete the following steps:

1. Open the Fluid Types screen. 
    
2. Ensure the unpublished fluid types are displayed onscreen (as per steps above).
    
3. For the unpublished fluid type, click its ellipsis in the Actions column and select Edit (first screenshot below). The Edit screen specific to the fluid type appears (second screenshot below).
   
   
   
   
    
4. To hide the unpublished fluid type from fluid substitution grids, clear (i.e., deselect) the Display in fluid sub grid check box. To display the unpublished fluid type in fluid substitution grids, select the Display in fluid sub grid check box. 
    
5. Click the Save Changes button to apply your changes. 

Displaying Unpublished Fluid Types that are also Hidden from Fluid Substitution Grids

When an unpublished fluid type is hidden from fluid substitution grids, then you can display these fluid types on the Fluid Types screen via the filters. To do so, complete the following steps: 

1. Open the Fluid Types screen. 
    
2. Click the Filters button to display the Filters slide-out panel (screenshot below),
   
   
    
3. Select the Show unpublished at your account check box and select the Show hidden from extension grid check box. 
    
4. Click the See Results button to apply your changes. The Fluid Types screen displays unpublished fluid types that are also hidden from fluid substitution grids. 

Changing Display Name and Description of a Fluid Type

To view or change the display name and/or description of a fluid type, complete the following steps:

1. Open the Fluid Types screen. 
    
2. For the fluid type whose name and/or definition you want to change, click its ellipsis in the Actions column and select Edit (first screenshot below). The Edit screen specific to the fluid type appears (second screenshot below).
   
   
   
   
    
3. Change the display name as needed by editing the the Display Name field.
    
4. Change the fluid type description as needed by editing the Description field.
    
5. Click the Save Changes button to apply your changes.
    
6. When you edit the Display Name or Description, the field appears with a Revert to original link, which indicates the field has been edited, and can be clicked to revert the field back to the original of the parent account.