Subspecialties: adding, retiring and restoring

Use subspecialties such as chemistry or hematology to decide who sees which records, and retire one without losing anything filed under it.

Subspecialties are the disciplines your lab works in, such as clinical chemistry, hematology or microbiology. Like site groups, they decide who can see a record: people see records in the subspecialties they belong to.

Adding a subspecialty

Click "New subspecialty", give it a name and description, then add its members. Every organization starts with one subspecialty, Clinical chemistry, which can be renamed but not retired or archived.

A record's subspecialty is set when the record is created and does not change afterward.

Retiring a subspecialty

When a discipline is no longer used, retire it and give a reason. Records keep their subspecialty, labeled as retired, and members can still see them and finish open work. Nothing new can be filed under it, and nobody new can join. Un-retire it if it comes back into use.

Archiving

Archive a subspecialty only if it was never used. One that holds records must be retired instead. You cannot archive the last active subspecialty. Archiving and restoring each ask for a reason, which is recorded in the audit trail.