Edit Source Entity Template
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Before you add or edit a source entity template, search for that template.
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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.
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To manage template details:
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Select the Details.
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In the Name field, enter the name of the template.
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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.
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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.
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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.
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To design the layout of the screen data will be added to, enter the required details on the Content screen.
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When you've made the required changes, select Save.
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To save the template with a different name:
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In the Name field, enter the name of the template.
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Select Copy as new.
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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.
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Select the Content tab.
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Select the Activate Changes checkbox.
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Select Save.