This article explains how to go back to an earlier step in a case, what happens to later steps when you change an earlier one, and how versions are created. It is for anyone who edits case plans.
Can I go back to a previous step?
Yes. Use the step navigation inside the case to open any step that has already been created. From the case list, you can also open the case drawer and use the arrow on the View button at the bottom to jump to a specific step.
If the case is locked for back-office review, approved, or you only have the Viewer role, earlier steps open in view-only mode.
What happens if I change a previous step?
The steps after it are built on the earlier result, so confirming a changed step starts a new version: everything up to that step is kept, and the later steps have to be done again.
Example: if you change and confirm the landmarks, you redo the surgery plan and the PSI for the new version. This is expected and makes sure later outputs always match the earlier inputs.
When you confirm the segmentation again and the next step already exists, CustoMED asks what to do. Choose Continue With Existing to keep the existing result (for example Continue With Existing Landmark), or Create New to replace it with a new one.
Note: Your measurements are carried over to the new version.
How are versions created?
A step is saved when you confirm it, for example with Confirm Landmarks, Confirm Reduction, Confirm Surgery Plan, Generate PSI or Confirm PSI.
The first time you confirm a step, its result is added to the current version.
When you confirm a step that already has a result, a new version is created and the old one is kept.
From the surgery planning step on, versions are kept separately for each surgery group.
Demo cases do not keep versions.
Can I create another PSI version?
Yes.
Confirm the PSI once to create the first PSI version.
Go back to the PSI, surgery planning or landmark step.
Make your changes and confirm the steps again, ending with Confirm PSI.
Each new PSI version is added to the draft output packs of its surgery plan.