Difference between revisions of "Publish and Archive Summary Templates"

From IMSMA Wiki
Jump to: navigation, search
(Customising a View)
 
(28 intermediate revisions by 3 users not shown)
Line 1: Line 1:
{{TOC right}}
+
[[File:ViewManager.png|thumb|200px|alt=A screenshot of the Summary Manager window, displaying the all available Victim Summary templates.|Summary Manager Window]]
  
As discussed elsewhere, a [[Current View Window]] contains ''elements'' (tabs, tables, and fields) displaying item's most current and relevant data. The design and layout of this window depends on its template, or ''view'', which can either be the system's default view or a user-created "custom view". This page discusses how you can use IMSMA's built-in View Manager tool to publish your own custom views tailored to your programme's needs.
+
If you publish a Summary Template, it becomes the [[Summary Window]] active template for that item. For example, if you publish a Victim Summary Template, it replaces the previous[[Victim Summary Window | Victim Summary Window]] that displays when you select any Victim. Note that the previously-published Summary Template is regressed to the status ''archived'', and is still accessible from the Summary Manager window.
  
==Opening the View Manager Window==
+
==Publishing a Summary template==__NOEDITSECTION__
  
[[File:ViewManager.png|thumb|left|200px|alt=A screenshot of the View Manager window, displaying the all available Victim views.|View Manager Window]]
+
# From the [[IMSMA Navigation Window]], click '''Customisation > Summary Manager'''.
 +
# Select an item from the '''Object''' menu to display its complete list of Summary Templates.
 +
# Select a Summary Template from the item's list with a status of either ''draft'' or ''archived''.
 +
# Click the [[Image:PublishViewIcon.png | 20px | Publish]] button.
  
To begin, click '''Customisation > View Manager'''. Select an item from the '''Object''' menu to display its complete list of views. The View Manager window is your starting point for creating and managing views. It allows you to see a complete list of views created for each IMSMA item, along with each view's name, [[HowTo:Publish and Archive Views#View Status | status]], and revision date. It also allows you to [[HowTo:Publish and Archive Views#Publishing a View | publish]] views you want to display, [[HowTo:Publish and Archive Views#Deleting a View | delete]] views you don't need, and access the View Designer interface to [[HowTo:Publish and Archive Views#Customising a View | customise]] custom views.
+
==Summary template status==__NOEDITSECTION__
 +
''draft'' is the status given to a summary template that has been saved, but never published. Once it has been published for the first time, a summary template can no longer have a draft status. Draft summary templates can be deleted.
  
===View Status===
+
''published'' is the status of the active summary template which is used to display an item's [[Summary Window]]. Only one summary template can be published at a time for each item type. Published summary templates cannot be deleted.
  
''published'' is the status of the view you see when you display an item's [[Current View Window]]. Only one view can be published at a time for each item type. Published view cannot be deleted.
+
''archived'' is the status given to a previously published summary template when another summary template is published. Archived Summary templates are still accessible from the Summary Manager and can be published again later. Archived summary templates can be deleted.
  
''archived'' is the status given to a published view after it has been unpublished. Archived views are still accessible from the View Manager and can be published again later. Archived views can be deleted.
+
{{NavBox HowTo Current Views}}
  
''draft'' is the status given to a custom view that has been saved, but never published. Once it has been published for the first time, a view can no longer have a draft status. Draft views can be deleted.
+
[[Category:NAA]]
 
 
===Customising a View===
 
----
 
#Select an item from the '''Object''' menu.
 
#Select one of the item's existing views from the list.
 
#Click the [[Image:EditIcon.png | 20px | Edit]] button to open the [[HowTo:Customise Views | View Designer]] window.
 
 
 
===Publishing a View===
 
----
 
If you publish a view, it replaces the [[Current View Window]] for all items of a given type. For example, if you publish a custom Victim view, it replaces the default [[Victim View Window]] that displays when you select any Victim. But it does not display when you select an item of a different type, such as an MRE or Accident. Note that the previously-published view is regressed to a status of ''archived'', and is still accessible from the View Manager window.
 
 
 
#Select an item from the '''Object''' menu.
 
#Select a view from the item's list with a [[Using the View Manager Tool in IMSMANG#View Status | status]] of either ''draft'' or ''archived''.
 
#Click the [[Image:PublishViewIcon.png | 20px | Publish]] button.
 
 
 
===Deleting a View===
 
----
 
You can permanently delete a view from an item's View Manager list, provided that it isn't the ''published'' view.
 
 
 
#Select an item from the '''Object''' menu.
 
#Select a view from the item's list with a [[Using the View Manager Tool in IMSMANG#View Status | status]] of either ''draft'' or ''archived''.
 
#Click the [[Image:Remove.png | 20px | Delete]] button.
 

Latest revision as of 20:46, 13 March 2015

A screenshot of the Summary Manager window, displaying the all available Victim Summary templates.
Summary Manager Window

If you publish a Summary Template, it becomes the Summary Window active template for that item. For example, if you publish a Victim Summary Template, it replaces the previous Victim Summary Window that displays when you select any Victim. Note that the previously-published Summary Template is regressed to the status archived, and is still accessible from the Summary Manager window.

Publishing a Summary template

  1. From the IMSMA Navigation Window, click Customisation > Summary Manager.
  2. Select an item from the Object menu to display its complete list of Summary Templates.
  3. Select a Summary Template from the item's list with a status of either draft or archived.
  4. Click the Publish button.

Summary template status

draft is the status given to a summary template that has been saved, but never published. Once it has been published for the first time, a summary template can no longer have a draft status. Draft summary templates can be deleted.

published is the status of the active summary template which is used to display an item's Summary Window. Only one summary template can be published at a time for each item type. Published summary templates cannot be deleted.

archived is the status given to a previously published summary template when another summary template is published. Archived Summary templates are still accessible from the Summary Manager and can be published again later. Archived summary templates can be deleted.