Formulas Dashboard Overview

The Formulas Dashboard provides a complete, practitioner-specific history of formulas created within the dispensary.

• Practitioners only see formulas they have personally created or have permission to access.

• Admins will only see formulas belonging to the currently active practitioner. When the active practitioner is changed, the formula list updates accordingly.

This dashboard allows users to quickly search, review, reuse, and manage formulas over time while ensuring practitioner data remains properly separated and secure.

Finding and Filtering Formulas

At the top of the dashboard, practitioners can narrow down their formula list using several filters:

• Search Formula Names – Search by formula name.

• Formula Builder Type – Filter by the formula builder used (e.g., Granules, Tinctures).

• Created By – View formulas created by a specific practitioner.

• Date Range – Filter formulas created within a specific time period.

These filters make it easy to locate past formulas, even in large dispensaries with extensive formula histories.

Formula Tabs

Formulas are organized into tabs for easier management:

• My Formulas – Active formulas created by the practitioner.

• Reordered Formulas – Formulas that have been reordered.

• Favorite Formulas – Formulas marked as favorites for quick access.

• Deleted – Formulas that have been deleted (but not permanently removed).

Formula List Columns

Each row in the table represents a single formula and includes:

• Favorite – Mark formulas as favorites for quick retrieval.

• Actions

  • View – Open the formula in read-only mode.

  • Edit – Modify the formula.

  • Copy – Create a new formula based on an existing one.

  • Delete – Move the formula to the Deleted tab.

• Formula Name – The name assigned to the formula.

• Formula Builder – The formula builder used (e.g., Granule).

• Created By – The practitioner who created the formula.

• Creation Date – When the formula was first created.

• Edit Date – The most recent modification date.

• Permission

  • Private – Only visible to the creator.

  • Other permission options may be available depending on dispensary settings.

Key Notes

• Formulas listed here are practitioner-specific and reflect their individual clinical history.

• The dashboard is designed to support efficient reuse, clinical consistency, and fast reordering.

• Deleted formulas are not immediately removed and can typically be recovered unless permanently deleted.

This dashboard acts as the central workspace for practitioners to manage and reuse their clinical formulas efficiently.