The ‘Distribution Lists’ tab (Laboratory Management > Distribution Lists) has the following search tools to locate existing distribution lists:
The Actions dropdown menu in distribution list records allows deleting, printing and inactivating them.
The permission, “Records:Delete Records” is required to delete a distribution list. This will permanently remove it from the account but the iPassport support team can retrieve it with the details of who, when and why it was deleted.
These are the simple steps to follow:
The Print action produces a report with the information from the Members tab. A location can be specified for the print. A token is also generated for the print to track whether the printed list is in circulation.
The print is normally produced in PDF format but a CSV copy can be requested by ticking the ‘Create CSV Print?’ checkbox in the print lightbox.
If a list is updated, existing prints can be tracked in the Print History lightbox and marked as destroyed. Paper copies and reference digital copies of the distribution list will have to be destroyed/deleted and replaced with new prints.
When a distribution list is Set as Inactive, it no longer appears in the search filters where it would normally be available. It can later be Set as Active if required.
If the verification step is enabled in an OU and a distribution list used in its Review Feedback settings section is inactivated, no change request verification tasks will be generated for the members of the list.