Create a New Description Scheme

Description schemes improve consistency in your item master. Before you create a new description, identify your particular description type needs, such as a MMIS description or a clinical description.

Watch a video tutorial on this topic

To create a new description scheme:

  1. Click the Content Mgmt tab.
  2. Click Description Generation.

    Tip: To see the Custom Description Columns view, you may need to click View Selector and select Description Scheme.

  3. Click the New icon. The New Custom Description wizard opens.

  4. Complete the first description wizard screen.
  5. Complete the second description wizard screen.
  6. Complete the third description wizard screen.
  7. Click Finish.

    Note: The description scheme status updates to “Running.” You can perform other tasks in or even log out of the system. The status changes to "Complete" when the job is complete.

  8. Go to the Virtual Item Master to view your new item descriptions

    Note: All item descriptions are included in item exports. Description scheme names are shown in the column header.