Designing Summary Templates

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Current Views

In the same way that information managers can customise field report templates to include only the information that is important to their programmes, managers can also customise current view templates to display only the information that is most relevant to their programmes.

Current view customisation works in much the same way as field report customisation, where information managers can build current view templates using a WYSIWYG editor.

IMSMANG provides initial 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 templates to suit their specific programme’s needs.

Guidelines for Designing Current View Templates
Guideline Explanation
Include a table of links Include a table of links so that links between items in IMSMANG can be viewed.
Use tabs to group information Unlike field report templates, current views can include tabs to group similar information together. Use tabs to make information easier to find and comprehend.
Include geospatial data 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 view.
Print current views before finalizing them When printed, a current view 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 before finalizing it to ensure it displays the desired data.
  • Current view templates are defined for all users of the IMSMANG system and are not customisable for individual users.
  • Unlike field report templates, current view templates cannot be exported or exchanged between IMSMANG systems

Column Headers

In addition to current view customisations, IMSMANG 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, IMSMANG 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.

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.

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