Summary Templates - Revision history

Alnaucler at 15:47, 19 June 2017

2017-06-19T15:47:01Z

← Older revision		Revision as of 17:47, 19 June 2017
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	===Saving a Summary template===__NOEDITSECTION__		===Saving a Summary template===__NOEDITSECTION__
	When you have finished customising your Summary Template, ~~do one of the following:~~		When you have finished customising your Summary Template and saved it, remember to [[Publish and Archive Summary Templates#Publishing a Summary template\| publish]] the Summary Template if you want to activate it in IMSMA. Note that you can save separate Summary Templates with the same name in the Summary Manager.
	* Click '''Save As''' to save the Summary Template as a separate entry in the Summary Manager Window.
	* Click '''Save''' to overwrite the existing Summary Template.

	~~Remember~~ to [[Publish and Archive Summary Templates#Publishing a Summary template\| publish]] the Summary Template if you want to activate it in IMSMA. Note that you can save separate Summary Templates with the same name in the Summary Manager.

	===Summary Designer User Interface Buttons===__NOEDITSECTION__		===Summary Designer User Interface Buttons===__NOEDITSECTION__

Alnaucler at 21:36, 17 June 2017

2017-06-17T21:36:04Z

← Older revision		Revision as of 23:36, 17 June 2017
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	The Summary Designer window lets you modify how an item's data displays in the [[Summary Window]]. The figure to the left shows an example.		The Summary Designer window lets you modify how an item's data displays in the [[Summary Window]]. The figure to the left shows an example.

	There are two panes in the Summary Designer window. The pane on the left displays a data tree of elements available for the selected item. You can drag elements to and from the data tree to populate your summary. On the right is the design pane, where you can add, ~~remove~~, and modify elements. Above the design pane is a series of tabs that let you switch between pages.		There are two panes in the Summary Designer window. The pane on the left displays a data tree of elements available for the selected item. You can drag elements to and from the data tree to populate your summary. On the right is the design pane, where you can add, delete, and modify elements. Above the design pane is a series of tabs that let you switch between pages.

	When you have finished customising the summary template, you can either save it with a new name or overwrite an existing summary. In both cases the new version will get the status '''draft''' and you need to [[Publish and Archive Summary Templates#Publishing a Summary template \| publish]] it before it is visible to the users.		When you have finished customising the summary template, you can either save it with a new name or overwrite an existing summary. In both cases the new version will get the status '''draft''' and you need to [[Publish and Archive Summary Templates#Publishing a Summary template \| publish]] it before it is visible to the users.
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	==Customising a Summary template==__NOEDITSECTION__		==Customising a Summary template==__NOEDITSECTION__
	#~~From~~ the ~~[[IMSMA Navigation Window]], click~~ '''Customisation > Summary Manager'''.		#In the '''Customisation''' menu → '''Summary Manager'''.
	#Select an item from the '''Object''' menu to display its complete list of Summary Templates.		#Select an item from the '''Object''' menu to display its complete list of Summary Templates.
	#Select one of the item's existing Summary Templates from the list.		#Select one of the item's existing Summary Templates from the list.

Alnaucler at 10:25, 2 February 2016

2016-02-02T10:25:43Z

← Older revision		Revision as of 12:25, 2 February 2016
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	===Adding Data Elements===__NOEDITSECTION__		===Adding Data Elements===__NOEDITSECTION__
	''Data Elements'' are the relevant information (gathered during ~~[[Entering Data into IMSMANG#Entering Data into the Data Entry Form Template\|~~ data entry]]) that display on an item's summary. You can move existing data elements around in the design pane, and resize, relabel, or delete them. You can also add elements by dragging them from the data tree to the design pane. With certain exceptions, only one instance of the same data element can be added to each tab.		''Data Elements'' are the relevant information (gathered during data entry) that display on an item's summary. You can move existing data elements around in the design pane, and resize, relabel, or delete them. You can also add elements by dragging them from the data tree to the design pane. With certain exceptions, only one instance of the same data element can be added to each tab.

	# Click the tab on which you want to add the data element.		# Click the tab on which you want to add the data element.

Alnaucler at 18:01, 12 March 2015

2015-03-12T18:01:34Z

← Older revision		Revision as of 20:01, 12 March 2015
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	'' Link table''		'' Link table''
	</div>		</div>
	{{Note \| In the Summary template designer it is the calculated subobject Links that should be used for the ''Links'' table. It does not make sense to use ''Linked IDs'' in Summary templates.}}		{{Note \| In the Summary template designer it is the calculated subobject Links that should be used for the ''Links'' table. It does '''not''' make sense to use ''Linked IDs'' in Summary templates.}}

	===Adding Graphic Elements===__NOEDITSECTION__		===Adding Graphic Elements===__NOEDITSECTION__

Alnaucler at 18:00, 12 March 2015

2015-03-12T18:00:36Z

← Older revision		Revision as of 20:00, 12 March 2015
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	__FORCETOC__		__FORCETOC__
	{{TOC right}}		{{TOC right}}
	[[~~File~~:ViewDesignerAndVictimView.png\|~~thumb~~\|~~left\|200px\|alt~~=~~The Victim Summary and Summary Designer - side by side.\|~~The Victim Summary - as displayed in the both Summary and Summary Designer Windows]]		[[Image:ViewDesignerAndVictimView.png\|center\|500px]]
			<div align="center">
			'' The Victim Summary - as displayed in the both Summary and Summary Designer Windows''
			</div>

	The Summary Designer window lets you modify how an item's data displays in the [[Summary Window]]. The figure to the left shows an example.		The Summary Designer window lets you modify how an item's data displays in the [[Summary Window]]. The figure to the left shows an example.
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	===Adding Data Elements===__NOEDITSECTION__		===Adding Data Elements===__NOEDITSECTION__
	~~----~~
	''Data Elements'' are the relevant information (gathered during [[Entering Data into IMSMANG#Entering Data into the Data Entry Form Template\| data entry]]) that display on an item's summary. You can move existing data elements around in the design pane, and resize, relabel, or delete them. You can also add elements by dragging them from the data tree to the design pane. With certain exceptions, only one instance of the same data element can be added to each tab.		''Data Elements'' are the relevant information (gathered during [[Entering Data into IMSMANG#Entering Data into the Data Entry Form Template\| data entry]]) that display on an item's summary. You can move existing data elements around in the design pane, and resize, relabel, or delete them. You can also add elements by dragging them from the data tree to the design pane. With certain exceptions, only one instance of the same data element can be added to each tab.

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	# If you are editing a table, refer to [[Customise Tables]].		# If you are editing a table, refer to [[Customise Tables]].

			[[Image:Summary template designer Links.png\|500px\|center]]
			<div align="center">
			'' Link table''
			</div>
			{{Note \| In the Summary template designer it is the calculated subobject Links that should be used for the ''Links'' table. It does not make sense to use ''Linked IDs'' in Summary templates.}}

	===Adding Graphic Elements===__NOEDITSECTION__		===Adding Graphic Elements===__NOEDITSECTION__
	~~----~~
	''Graphic Elements'' make up the visual layout of an item's summary, and are unaffected by data entry. They are the lines that border or separate sections, text boxes where messages can be written, and images (like photographs, maps, and diagrams) that add to the visual aesthetic. All graphic elements are located in the Summary Designer data tree, inside the '''Tool Folder'''.		''Graphic Elements'' make up the visual layout of an item's summary, and are unaffected by data entry. They are the lines that border or separate sections, text boxes where messages can be written, and images (like photographs, maps, and diagrams) that add to the visual aesthetic. All graphic elements are located in the Summary Designer data tree, inside the '''Tool Folder'''.

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	===Saving a Summary template===__NOEDITSECTION__		===Saving a Summary template===__NOEDITSECTION__
	~~----~~
	When you have finished customising your Summary Template, do one of the following:		When you have finished customising your Summary Template, do one of the following:
	* Click '''Save As''' to save the Summary Template as a separate entry in the Summary Manager Window.		* Click '''Save As''' to save the Summary Template as a separate entry in the Summary Manager Window.
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	===Summary Designer User Interface Buttons===__NOEDITSECTION__		===Summary Designer User Interface Buttons===__NOEDITSECTION__
	~~----~~
	The following table lists all of the GUI buttons available in the Summary Designer window and their purposes:		The following table lists all of the GUI buttons available in the Summary Designer window and their purposes:

Dionysia at 11:33, 10 April 2014

2014-04-10T11:33:16Z

← Older revision		Revision as of 13:33, 10 April 2014
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	* Click '''Save''' to overwrite the existing Summary Template.		* Click '''Save''' to overwrite the existing Summary Template.

	Remember to [[Publish and Archive Summary Templates#Publishing a Summary template\| publish]] the ~~summary~~ if you want to activate it in IMSMA. Note that you can save separate ~~summaries~~ with the same name in the Summary Manager.		Remember to [[Publish and Archive Summary Templates#Publishing a Summary template\| publish]] the Summary Template if you want to activate it in IMSMA. Note that you can save separate Summary Templates with the same name in the Summary Manager.

	===Summary Designer User Interface Buttons===__NOEDITSECTION__		===Summary Designer User Interface Buttons===__NOEDITSECTION__
	----		----
	The following table lists all of the GUI buttons ~~avaiable~~ in the Summary Designer window and their purposes:		The following table lists all of the GUI buttons available in the Summary Designer window and their purposes:

	{\| class="wikitable"		{\| class="wikitable"

Dionysia at 11:32, 10 April 2014

2014-04-10T11:32:08Z

← Older revision		Revision as of 13:32, 10 April 2014
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	===Saving a Summary template===__NOEDITSECTION__		===Saving a Summary template===__NOEDITSECTION__
	----		----
	When you have finished customising your ~~summary~~, do one of the following:		When you have finished customising your Summary Template, do one of the following:
	* Click '''Save As''' to save the ~~custom summary~~ as a separate entry in the Summary Manager Window.		* Click '''Save As''' to save the Summary Template as a separate entry in the Summary Manager Window.
	* Click '''Save''' to overwrite the existing ~~custom summary~~.		* Click '''Save''' to overwrite the existing Summary Template.

	Remember to [[Publish and Archive Summary Templates#Publishing a Summary template\| publish]] the summary if you want to activate it in IMSMA. Note that you can save separate summaries with the same name in the Summary Manager.		Remember to [[Publish and Archive Summary Templates#Publishing a Summary template\| publish]] the summary if you want to activate it in IMSMA. Note that you can save separate summaries with the same name in the Summary Manager.

Dionysia at 11:30, 10 April 2014

2014-04-10T11:30:18Z

← Older revision		Revision as of 13:30, 10 April 2014
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	#From the [[IMSMA Navigation Window]], click '''Customisation > Summary Manager'''.		#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 an item from the '''Object''' menu to display its complete list of Summary Templates.
	#Select one of the item's existing ~~summaries~~ from the list.		#Select one of the item's existing Summary Templates from the list.
	#Click the [[File:FieldViewIcon.png\|20px]] button to open the [[Summary Templates \| Summary Designer]] window.		#Click the [[File:FieldViewIcon.png\|20px]] button to open the [[Summary Templates \| Summary Designer]] window.

Dionysia at 11:29, 10 April 2014

2014-04-10T11:29:47Z

← Older revision		Revision as of 13:29, 10 April 2014
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	==Customising a Summary template==__NOEDITSECTION__		==Customising a Summary template==__NOEDITSECTION__
	#From the [[IMSMA Navigation Window]], click '''Customisation > Summary Manager'''.		#From the [[IMSMA Navigation Window]], click '''Customisation > Summary Manager'''.
	#Select an item from the '''Object''' menu to display its complete list of ~~summaries~~.		#Select an item from the '''Object''' menu to display its complete list of Summary Templates.
	#Select one of the item's existing summaries from the list.		#Select one of the item's existing summaries from the list.
	#Click the [[File:FieldViewIcon.png\|20px]] button to open the [[Summary Templates \| Summary Designer]] window.		#Click the [[File:FieldViewIcon.png\|20px]] button to open the [[Summary Templates \| Summary Designer]] window.

Dionysia at 19:11, 28 February 2014

2014-02-28T19:11:22Z

← Older revision		Revision as of 21:11, 28 February 2014
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	\|-		\|-
	\| style="padding-left: 2em" \| Undo or redo previous actions		\| style="padding-left: 2em" \| Undo or redo previous actions
	\| Click the [[Image:~~ViewDesignerUndo~~.~~png~~ \| Undo]] or [[Image:~~ViewDesignerRedo~~.~~png~~ \| Redo]] buttons.		\| Click the [[Image:Undo.jpg \| Undo]] or [[Image:Redo.jpg \| Redo]] buttons.
	\|-		\|-
	\| style="padding-left: 2em" \| Save your changes to the summary		\| style="padding-left: 2em" \| Save your changes to the summary