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.  
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==Current Views==
 
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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.  
 
 
{{HowTo's
 
{{HowTo's
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|[[HowTo:Customise Views|Customise Views]]
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|[[Summary Templates|Customise]]
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|[[HowTo:Publish and Archive Views|Publish and Archive Views]]
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|[[Publish and Archive Summary Templates|Publish and Archive]]
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|[[HowTo:Delete Views|Delete Views]]
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|[[Delete Summary Templates|Delete]]
 
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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.  
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Summary customisation works in much the same way as Data Entry Form customisation, where information managers can build Summary templates.  
  
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IMSMA<sup>NG</sup> 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.
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{{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.
  
 
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{| class="wikitable" width="600"
 
{| class="wikitable" width="600"
 
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| align="center" colspan="2" | '''Guidelines for Designing Current View Templates'''
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| align="center" colspan="2" | '''Guidelines for Designing Summary Templates'''
 
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| width="300pt" | '''Guideline'''
 
| width="300pt" | '''Guideline'''
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| width="300pt" | '''Explanation'''
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| width="600pt" | '''Explanation'''
 
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| align="left" | Include a table of links
 
| align="left" | Include a table of links
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| align="left" | Include a table of links so that links between items in IMSMA<sup>NG</sup> can be viewed.
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| align="left" | The links between items in {{IMSMANG}} are very important so put the link table where the users may see it without scrolling.
 
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| align="left" | Use tabs to group information
 
| align="left" | Use tabs to group information
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| align="left" | Unlike field report templates, current views can include tabs to group similar information together. Use tabs to make information easier to find and comprehend.
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| align="left" | Summary templates can include tabs to group similar information together. Use tabs to make information easier to find and comprehend.
 
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| align="left" | Include geospatial data
 
| align="left" | Include geospatial data
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| align="left" | 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.
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| 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" | Print current views before finalizing them
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| align="left" | Printing Summary items
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| align="left" | 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.
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| 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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{{note|
 
{{note|
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* Current view templates are defined for all users of the IMSMA<sup>NG</sup> system and are not customisable for individual users.
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* Summary templates are defined for all users of the {{IMSMANG}} system and are not customisable for individual users.
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* Unlike field report templates, current view templates cannot be exported or exchanged between IMSMA<sup>NG</sup> systems}}
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* Summary templates cannot be exported or exchanged between {{IMSMANG}} systems}}
  
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==Column Headers==
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{{NavBox IMSMA NG Administration}}
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In addition to current view customisations, IMSMA<sup>NG</sup> 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, IMSMA<sup>NG</sup> 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.
 
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{{HowTo's
 
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|[[Select Display Columns|Select Display Columns]]
 
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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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{{NavBox Getting started with IMSMA}}
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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.
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
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