1. Click the Logbook menu option.

2. Select the correct curriculum period, and then click the Blue Edit button next to the top-level category.

3. Click the drop-down in the Overall Configuration for the category..

4. Under the Entries option, select the following:
a. Require Comments

5. Under the Roles option, select the following:
a. Assigned
b. Encountered
c. Simulated

6. Under the Environments option, select the following:
a. Emergency
b. OR
c. Inpatient
d. Outpatient

7. Click the Apply button.
a. Once you click the Apply button, these settings will automatically update the sub-categories.

8. Scroll all the way down to the last subcategory and click the Close button.

9. Repeat steps 3 through 7 until you get through all of the top-level categories.
Reminder: You only have to set the options for the Overall Configuration of the top-level category. Once you do that, it will automatically set those settings for the subcategories.