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Designing Summary Templates

45 bytes removed, 22:12, 1 May 2013
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==Current ViewsSummaries==In the same way that information managers can customise field report Data Entry Form templates to include only the information that is important to their programmes, managers can also customise current view Summary templates to display only the information that is most relevant to their programmes.
|[[HowTo:Customise Views|Customise ViewsSummaries]]|[[HowTo:Publish and Archive Views|Publish and Archive ViewsSummaries]]|[[HowTo:Delete Views|Delete ViewsSummaries]]
Current view Summary customisation works in much the same way as field report Data Entry Form customisation, where information managers can build current view Summary templates using a WYSIWYG editor.
IMSMA<sup>NG</sup> provides initial templates for each type of item but information managers can change them and even create multiple current view Summary templates for each type of item so that programmes can switch between different templates as necessary. Following the guidelines below, information managers can design current view Summary templates to suit their specific programme’s needs.
{| class="wikitable" width="600"
| align="center" colspan="2" | '''Guidelines for Designing Current View Summary Templates'''
| width="300pt" | '''Guideline'''
| align="left" | Use tabs to group information
| align="left" | Unlike field report Data Entry Form templates, current views Summaries can include tabs to group similar information together. Use tabs to make information easier to find and comprehend.
| align="left" | Include geospatial data
| align="left" | Include geospatial information so it can be viewed in one place without needing to open individual field reportsData Entry Forms. The information can also be easily printed from the current viewSummary.
| align="left" | Print current views Summaries before finalizing them| align="left" | When printed, a current view Summary provides an excellent summary of all the information known about an item, so it could be the source for many reports. Print each current view Summary before finalizing it to ensure it displays the desired data.
* Current view Summary templates are defined for all users of the IMSMA<sup>NG</sup> system and are not customisable for individual users.* Unlike field report Data Entry Form templates, current view Summary templates cannot be exported or exchanged between IMSMA<sup>NG</sup> systems}}
==Column Headers==
In addition to current view Summary customisations, IMSMA<sup>NG</sup> allows users to customise the columns that are displayed in various data tables within the application including the IMSMA Navigation window and search results windows. Using this functionality, IMSMA<sup>NG</sup> users can choose the columns that display in these summary windows. Users can choose from virtually any data element for each item as well as several common fields from the “Location” data element set. Preferences for these settings are set on an individual basis only, but the settings persist to any client machine the individual logs into.
|[[Select Display Columns|Select Display Columns]]

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