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.