Difference between revisions of "Access the Data Entry Form Template Designer Window"

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(Created page with "Field report templates are managed via the Field Report Template Designer window. To access the Field Report Template Designer window: #From the '''Customisation''' menu, sele...")
 
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Field report templates are managed via the Field Report Template Designer window. To access the Field Report Template Designer window:
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Field report templates are managed via the '''Field Report Template Designer window'''. To access the Field Report Template Designer window:
#From the '''Customisation''' menu, select '''Field Reports'''.
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#From the Customisation menu, select Field Reports.
#From the '''Field Reports''' menu, select '''Design Templates'''.
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#From the Field Reports menu, select Design Templates.
::The Field Report Template Designer window displays.  
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#:The Field Report Template Designer window displays.  
The Field Report Template Designer window has two panes (Figure 150): the elements pane and the design pane.
 
[[File:Field Report Template Designer Window.png|440px|''Figure 150. Field Report Template Designer Window'']]
 
  
The Field Report Template Designer window contains the following buttons:
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The Field Report Template Designer window has two panes: the elements pane and the design pane.
  
[[File:Buttons in Field Report Template Designer Window Control Pane.png|440px|''Table 47. Buttons in Field Report Template Designer Window Control Pane'']]
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<center>[[File:FRTemplateDesignerWindow.jpg | 500px]]</center>
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<br />
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==Buttons in the Field Report Template Designer Window==
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The buttons in the Field Report Template Designer window and their descriptions are listed in table. For more information on using these buttons, refer to [[Field Report Templates]].
  
===Elements Pane===
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{| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;"
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! Button || Description
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|- ! style="background-color:
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| [[File:Undo.jpg]] || Allows you to undo the last action that you took within the Field Report Template Designer window.
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|- ! style="background-color:
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| [[File:Redo.jpg]] || Allows you to redo the last action that was undone as a result of clicking the Undo button.
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|- ! style="background-color:
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| '''Page Setup''' || Displays the Page Setup window which allows you to select the page orientation, paper size, and margins.
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|- ! style="background-color:
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| '''Print''' || Allows you to print the field report template.
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|- ! style="background-color:
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| '''Clear All''' || Removes all elements from the design pane.
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|- ! style="background-color:
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| '''Clear''' || Removes the selected elements from the design pane.
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|- ! style="background-color:
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| '''Align''' || Displays the Align window which allows you to align the selected elements. This button is not available until at least one attribute is added to the field report.
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|- ! style="background-color:
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| '''Properties''' || Displays the Component Property Editor window that allows you to change the display properties of the selected element.
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|- ! style="background-color:
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| '''Preview''' || Displays the field report as the user would see it in IMSMA.
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|- ! style="background-color:
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| '''Save''' || Displays the Save File window so that you can specify the name under which the template should be saved.
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|- ! style="background-color:
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| '''Publish''' || Displays the Form Publisher window that allows you to make the field report template available to other users. This button is not available until at least one attribute is added to the field report.
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|- ! style="background-color:
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| '''Done''' || Closes the Field Report Template Designer window.
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|}
  
The elements pane is located on the left side of the Field Report Template Designer window. The pane contains two tabs: the Source Tree tab and the Logical Tree tab.  
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===Elements pane===
::The Source Tree tab contains a tree structure that displays:
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The '''elements pane''' is located on the left side of the Field Report Template Designer window. The pane contains two tabs: the Source Tree tab and the Logical Tree tab.  
::*Item folders that contain data categories and item attributes  
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The Source Tree tab contains a tree structure that displays:
::*Tool Folder that contains tools for adding text, lines, icons, and scribe panels to the field report template
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*Item folders that contain data categories and item attributes  
::*A Template Folder that contains default field reports that were included with IMSMA and field report templates that you have created. The default field reports included with IMSMA are contained in the Default Templates folder. Field report templates that you have created are contained in the My Templates folder.  
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*A ''Tool Folder'' that contains tools for adding text, lines, icons, and scribe panels to the field report template
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*A ''Template Folder'' that contains default field reports that were included with IMSMA and field report templates that you have created. The default field reports included with IMSMA are contained in the ''Default Templates'' folder. Field report templates that you have created are contained in the ''My Templates'' folder.  
  
By default, the folders in the Source Tree tab are collapsed so that their contents are hidden when the Field Report Template Designer window opens. To expand a collapsed folder so that you can view its contents, double-click the folder name, or single-click the [[File:Expand.png|20px|<span title=""></span>]] icon. To collapse an expanded folder, double-click the folder name, or single-click the [[File:Collapse.png|20px|<span title=""></span>]] icon.
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By default, the folders in the Source Tree tab are collapsed so that their contents are hidden when the Field Report Template Designer window opens. To expand a collapsed folder so that you can view its contents, double-click the folder name, or single-click the [[File:Expand.jpg]] icon. To collapse an expanded folder, double-click the folder name, or single-click the [[File:Collapse.jpg]] icon.
  
 
The Logical Tree tab provides a visual representation of how the item attributes that you have added to the field report template are organised. For example, if your field report template contains item attributes to collect data for multiple victims in an accident, the Logical Tree allows you to ensure that the item attributes that you intend to collect data for are being collected for the correct victim record.
 
The Logical Tree tab provides a visual representation of how the item attributes that you have added to the field report template are organised. For example, if your field report template contains item attributes to collect data for multiple victims in an accident, the Logical Tree allows you to ensure that the item attributes that you intend to collect data for are being collected for the correct victim record.
  
===Design Pane===
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===Design pane===
The design pane is the section of the Field Report Template Designer window where you arrange the data elements, text, and images you would like to include in your field report template.  
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The '''design pane''' is the section of the Field Report Template Designer window where you arrange the data elements, text, and images you would like to include in your field report template.  
 
The design pane is your workspace for creating field report templates. A scroll bar on the right of the pane allows you to scroll the page(s) of the field report.
 
The design pane is your workspace for creating field report templates. A scroll bar on the right of the pane allows you to scroll the page(s) of the field report.

Revision as of 14:25, 29 November 2012

Field report templates are managed via the Field Report Template Designer window. To access the Field Report Template Designer window:

  1. From the Customisation menu, select Field Reports.
  2. From the Field Reports menu, select Design Templates.
    The Field Report Template Designer window displays.

The Field Report Template Designer window has two panes: the elements pane and the design pane.

500px


Buttons in the Field Report Template Designer Window

The buttons in the Field Report Template Designer window and their descriptions are listed in table. For more information on using these buttons, refer to Field Report Templates.

Button Description
Undo.jpg Allows you to undo the last action that you took within the Field Report Template Designer window.
Redo.jpg Allows you to redo the last action that was undone as a result of clicking the Undo button.
Page Setup Displays the Page Setup window which allows you to select the page orientation, paper size, and margins.
Print Allows you to print the field report template.
Clear All Removes all elements from the design pane.
Clear Removes the selected elements from the design pane.
Align Displays the Align window which allows you to align the selected elements. This button is not available until at least one attribute is added to the field report.
Properties Displays the Component Property Editor window that allows you to change the display properties of the selected element.
Preview Displays the field report as the user would see it in IMSMA.
Save Displays the Save File window so that you can specify the name under which the template should be saved.
Publish Displays the Form Publisher window that allows you to make the field report template available to other users. This button is not available until at least one attribute is added to the field report.
Done Closes the Field Report Template Designer window.

Elements pane

The elements pane is located on the left side of the Field Report Template Designer window. The pane contains two tabs: the Source Tree tab and the Logical Tree tab. The Source Tree tab contains a tree structure that displays:

  • Item folders that contain data categories and item attributes
  • A Tool Folder that contains tools for adding text, lines, icons, and scribe panels to the field report template
  • A Template Folder that contains default field reports that were included with IMSMA and field report templates that you have created. The default field reports included with IMSMA are contained in the Default Templates folder. Field report templates that you have created are contained in the My Templates folder.

By default, the folders in the Source Tree tab are collapsed so that their contents are hidden when the Field Report Template Designer window opens. To expand a collapsed folder so that you can view its contents, double-click the folder name, or single-click the Expand.jpg icon. To collapse an expanded folder, double-click the folder name, or single-click the Collapse.jpg icon.

The Logical Tree tab provides a visual representation of how the item attributes that you have added to the field report template are organised. For example, if your field report template contains item attributes to collect data for multiple victims in an accident, the Logical Tree allows you to ensure that the item attributes that you intend to collect data for are being collected for the correct victim record.

Design pane

The design pane is the section of the Field Report Template Designer window where you arrange the data elements, text, and images you would like to include in your field report template. The design pane is your workspace for creating field report templates. A scroll bar on the right of the pane allows you to scroll the page(s) of the field report.