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Designing Summary Templates

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==Summaries==
In the same way that information managers can customise Data Entry Form templates to include only the information that is important to their programmes, managers can also customise Summary templates to display only the information that is most relevant to their programmes.
{{HowTo's
|[[HowTo:Customise ViewsSummary Templates|Customise Summaries]]|[[HowTo:Publish and Archive ViewsSummary Templates|Publish and Archive Summaries]]|[[HowTo:Delete ViewsSummary Templates|Delete Summaries]]
}}
Summary customisation works in much the same way as Data Entry Form customisation, where information managers can build 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 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 Summary templates to suit their specific programme’s needs.
<center>
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| width="300pt" | '''Guideline'''
| width="300pt600pt" | '''Explanation'''
|-
| 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 Data Entry Form Summary templates, 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 Data Entry Forms. The information can also be easily printed from the Summary. The difference between the columns ''X / Lon & Y / Lat'' and ''X / Longitude & Y / Latitude'' is described [[Summary Window#Data area - Geospatial tab|'''here''']].
|-
| align="left" | Print Summaries before finalizing themPrinting Summary items| align="left" | When printed, you have made changes to a Summary provides an excellent summary of all the information known about an itemtemplate, so it could be the source for many reports. Print each Summary before finalizing it do not forget to ensure it displays update the desired dataprinting iReport template too.
|}
</center>
{{note|
* Summary templates are defined for all users of the IMSMA<sup>NG</sup> {{IMSMANG}} system and are not customisable for individual users.* Unlike Data Entry Form templates, Summary templates cannot be exported or exchanged between IMSMA<sup>NG</sup> {{IMSMANG}} systems}}
==Column Headers==In addition to Summary 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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