Difference between revisions of "Designing Summary Templates"

From IMSMA Wiki
Jump to: navigation, search
Line 1: Line 1:
{{TOC right}}
 
 
__NOEDITSECTION__
 
__NOEDITSECTION__
 
==Summaries==__NOEDITSECTION__
 
==Summaries==__NOEDITSECTION__
Line 21: Line 20:
 
|-
 
|-
 
| align="left" | Include a table of links
 
| align="left" | Include a table of links
| align="left" | Include a table of links so that links between items in IMSMA<sup>NG</sup> can be viewed.
+
| align="left" | The links between items in {{IMSMANG}} is very important so put the link table where the users may see it without scrolling.
 
|-
 
|-
 
| align="left" | Use tabs to group information
 
| align="left" | Use tabs to group information
| align="left" | Unlike Data Entry Form templates, Summaries can include tabs to group similar information together. Use tabs to make information easier to find and comprehend.
+
| align="left" | 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 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.
+
| align="left" | The information can also be easily printed from the Summary.
 
|-
 
|-
| align="left" | Print Summaries before finalizing them
+
| align="left" | Printing Summaries
| align="left" | When printed, a Summary provides an excellent summary of all the information known about an item, so it could be the source for many reports. Print each Summary before finalizing it to ensure it displays the desired data.
+
| align="left" | When you have make changes to a Summary template, do not forget to update the printing iReport template too.
 
|}
 
|}
 
</center>
 
</center>
Line 36: Line 35:
 
{{note|
 
{{note|
 
* Summary templates are defined for all users of the {{IMSMANG}} system and are not customisable for individual users.
 
* Summary templates are defined for all users of the {{IMSMANG}} system and are not customisable for individual users.
* Unlike Data Entry Form templates, Summary templates cannot be exported or exchanged between {{IMSMANG}} systems}}
+
* Summary templates cannot be exported or exchanged between {{IMSMANG}} systems}}
  
 
{{NavBox Getting started with IMSMA}}
 
{{NavBox Getting started with IMSMA}}

Revision as of 06:26, 19 September 2013

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.

Summary customisation works in much the same way as Data Entry Form customisation, where information managers can build Summary templates.

IMSMANG provides inspiration templates for each type of item but information managers can change them. Following the guidelines below, information managers can design Summary templates to suit their specific programme’s needs.

Guidelines for Designing Summary Templates
Guideline Explanation
Include a table of links The links between items in IMSMANG is very important so put the link table where the users may see it without scrolling.
Use tabs to group information Summaries can include tabs to group similar information together. Use tabs to make information easier to find and comprehend.
Include geospatial data The information can also be easily printed from the Summary.
Printing Summaries When you have make changes to a Summary template, do not forget to update the printing iReport template too.
Note.jpg
  • Summary templates are defined for all users of the IMSMANG system and are not customisable for individual users.
  • Summary templates cannot be exported or exchanged between IMSMANG systems

Template:NavBox Getting started with IMSMA