Difference between revisions of "Publish and Archive Summary Templates"

Revision as of 10:06, 19 September 2013

Summary Manager Window

If you publish a summary, it becomes the Summary Window active template for that item. For example, if you publish a custom Victim summary, it replaces the previous Victim Summary Window that displays when you select any Victim. Note that the previously-published summary 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 summaries.
3. Select a summary from the item's list with a status of either draft or archived.
4. Click the 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 summaries templates are still accessible from the Summary Manager and can be published again later. Archived summary templates can be deleted.