Difference between revisions of "Designing Summary Templates"
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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. | 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's | ||
| − | |[[ | + | |[[Summary Templates|Customise]] |
| − | |[[Publish and Archive | + | |[[Publish and Archive Summary Templates|Publish and Archive]] |
| − | |[[Delete | + | |[[Delete Summary Templates|Delete]] |
}} | }} | ||
Summary customisation works in much the same way as Data Entry Form customisation, where information managers can build Summary templates. | 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. | |
<center> | <center> | ||
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| width="300pt" | '''Guideline''' | | width="300pt" | '''Guideline''' | ||
| − | | width=" | + | | width="600pt" | '''Explanation''' |
|- | |- | ||
| align="left" | Include a table of links | | align="left" | Include a table of links | ||
| − | | align="left" | | + | | align="left" | The links between items in {{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" | Use tabs to group information | ||
| − | | align="left" | | + | | align="left" | Summary templates 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" | | + | | align="left" | 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''']]. |
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| − | | align="left" | | + | | align="left" | Printing Summary items |
| − | | align="left" | When | + | | align="left" | When you have made changes to a Summary template, do not forget to update the printing iReport template too. |
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</center> | </center> | ||
{{note| | {{note| | ||
| − | * Summary templates are defined for all users of the | + | * 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}} |
| − | {{NavBox | + | {{NavBox IMSMA NG Administration}} |
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| + | [[Category:NAA]] | ||
Latest revision as of 15:22, 29 May 2017
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.
| How To |
|---|
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 are very important so put the link table where the users may see it without scrolling. |
| Use tabs to group information | Summary templates 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. The difference between the columns X / Lon & Y / Lat and X / Longitude & Y / Latitude is described here. |
| Printing Summary items | When you have made changes to a Summary template, do not forget to update the printing iReport template too. |
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