Templates
You can use data entry templates to standardise how users enter data.
The table explains the templates are available:
Template | What you can do with it |
Source entity templates |
Specify how source entity data should be entered. |
Bookmarked Word templates |
Set up the Bookmarked Word reports your agency uses. |
Entity-Based Word templates |
Set up templates for running reports on case entities with the ability to generate data that's in a hierarchy with repeating group attributes or repeating entity groups. |
Disclosure templates |
Specify how disclosure schedule data gets mapped to merge fields in a Word template. This allows you to create disclosure schedules that list the evidential documents delivered to the defence from the prosecution. |
Dissemination templates |
Specify how dissemination schedule data gets mapped to merge fields in a Word template. This allows you to create dissemination schedules that list the evidential documents that are delivered to the defence from the prosecution. |
Brief of Evidence templates |
Specify the formats of the various documents produced. The Brief of Evidence feature is optional. |
Word import templates |
Set up the Word documents that are templates from which attribute values are imported into report source entities. |
To manage the templates for your agency, select Admin > Templates > Data Entry.