Edit Source Entity Template
  1. Before you add or edit a source entity template, search for that template.

  2. If the template doesn't show in your search results, select the Expand + icon on the Data Entry screen.

    The template identifier is automatically assigned after you save the template.

  3. To manage template details:

    1. Select the Details.

    2. In the Name field, enter the name of the template.

    3. To deactivate the template, select the Deactivated checkbox.

      Users won't be able to use the template but it can be used for reporting purposes.

    4. In the Description field, enter a description of the template.

      The description should give users enough information to decide whether that template is correct for the intended use.

    5. In the Applies to pane, select one or more source entities that this template can be applied to.

      If you select the top-level source entity type—for example, Incident Report or Case Note— all the lower-level source entities are disabled.

      Any changes you make to the template are applied to all the lower-level source entities.

    6. To design the layout of the screen data will be added to, enter the required details on the Content screen.

  4. When you've made the required changes, select Save.

  5. To save the template with a different name:

    1. In the Name field, enter the name of the template.

    2. Select Copy as new.

  6. If you changed an existing template, you must activate the changes you made.

    You'll see a warning at the bottom of the Details screen if you save a template whose changes haven't been activated.

    1. Select the Content tab.

    2. Select the Activate Changes checkbox.

    3. Select Save.