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Designing Summary Templates

1,382 bytes removed, 16:22, 29 May 2017
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{{TOC right}}__NOEDITSECTION__==Current Views==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's
|[[HowTo:Customise ViewsSummary Templates|Customise Views]]|[[HowTo:Publish and Archive ViewsSummary Templates|Publish and Archive Views]]|[[HowTo:Delete ViewsSummary Templates|Delete Views]]
}}
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> {{IMSMANG}} provides initial inspiration templates for each type of item but information managers can change them and even create multiple current view 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.
<center>
{| class="wikitable" width="600"
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| align="center" colspan="2" | '''Guidelines for Designing Current View Summary Templates'''
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| width="300pt" | '''Guideline'''
| width="300pt600pt" | '''Explanation'''
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| align="left" | Include a table of links
| align="left" | Include a table of links so that The links between items in IMSMA<sup>NG</sup> can be viewed{{IMSMANG}} are very important so put the link table where the users may see it without scrolling.
|-
| align="left" | Use tabs to group information
| align="left" | Unlike field report Summary templates, current views can include tabs to group similar information together. Use tabs to make information easier to find and comprehend.
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| align="left" | Include geospatial data
| align="left" | Include geospatial information so it can be viewed in one place without needing to open individual field reports. The information can also be easily printed from the current viewSummary. The difference between the columns ''X / Lon & Y / Lat'' and ''X / Longitude & Y / Latitude'' is described [[Summary Window#Data area - Geospatial tab|'''here''']].
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| align="left" | Print current views before finalizing themPrinting Summary items| align="left" | When printed, you have made changes to a current view provides an excellent summary of all the information known about an itemSummary template, so it could be the source for many reports. Print each current view before finalizing it do not forget to ensure it displays update the desired dataprinting iReport template too.
|}
</center>
{{note|
* Current view Summary templates are defined for all users of the IMSMA<sup>NG</sup> {{IMSMANG}} system and are not customisable for individual users.* Unlike field report templates, current view Summary templates cannot be exported or exchanged between IMSMA<sup>NG</sup> {{IMSMANG}} systems}}
==Column Headers==In addition to current view customisations, {{NavBox 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.{{HowTo's|[[Select Display Columns|Select Display Columns]]Administration}}Because some column data takes more time to load than other data, information managers should be aware that system performance, if problematic, can be improved by reducing the use of CDFs, location fields and country structure fields. Additional columns can be specified for use when exporting data.
{{NavBox Getting started with IMSMA}}[[Category:NAA]]
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