Previous Topic

Next Topic

Book Contents

Book Index

Editing and/or Copying an Existing Report Template

Unless users have special privileges mentioned below or the user created a template themselves, they will need to copy a template from the template list before they will be able to view or edit that template.

Incident Owners, Data Managers, GA Editors, and National Editors who create a Report Template can edit that template when the template is marked as visible. Data Managers and GA Editors can edit templates marked visible that are created by anyone in their geographic area. National Editors can edit templates marked visible that are created by anyone in the nation. When the Report template is marked personal, only the template creator can edit the template. If you have the privileges, you can also edit the properties, edit the content, copy, and/or delete a Report Template marked as visible.

Incident Owners, Data Managers, GA Editors, and National Editors who have privileges can a copy a template from the Template List. This involves copying the template from the Template List and renaming it, adding tooltips, and a description if needed. Data Managers, GA Editors, and National Editors can edit the Agency and Unit. When the Report template is marked personal, only the template creator can copy, rename, and modify the template.

To edit, and/or copy an existing Report Template:

  1. To edit an existing Report Template, select an Incident from the Incident List.
  2. Click View Information.
  3. Click the Reports tab. The Report List page appears.
  4. From the Report List, select a template and click Edit Report Template. The Template List appears.
  5. Select the Report Template you want to modify. If you have privileges to modify the template information, the Edit Content button is active. If the Edit Button is not active, the user will need to make a copy of the template if they wish to view, edit or use the template. If this is the case, see instructions for how to copy an existing Template Report below.
  6. Click Edit Content. The Template Editor appears.
  7. Use the tools on the Template Editor to complete content for the appropriate sections. You can select a section of the template and click the Incident Content "+" Sign at the bottom of the screen to review incident information related to that section of the content.
  8. Click Save after completing each section of the Report Template.
  9. Click Return to return to Report List.

-----------
Last updated on 2/13/2014 11:41:08 AM.

 

  1. To copy and existing Template Report, Select an Incident from the Incident List.
  2. Click View Information.
  3. Click the Reports tab. The Report List page appears.
  4. From the Report List, click Edit Report Templates. The Template List page appears.
  5. Select a report from the Template List or use the filter to find the appropriate template.
  6. Click Copy.
  7. From the Template List, select your copied report template. The name starts with Copy of <template name.>
  8. Replace the displayed Name by typing a new template name that does not exceed 64 characters
  9. Select Visible or Personal Use.
  10. Type a template tooltip that summarizes the template purpose for others.
  11. Type a description, if appropriate.
  12. Select a Geographic Area, Agency, and Unit, if you are a Data Manager, GA Editor, or National Editor. If you are an Incident Owner, these fields are disabled to you and will be completed by a Data Manager, GA Editor, or National Editor.
  13. Click Save to save the Report Template.

-----------
Last updated on 2/13/2014 11:41:08 AM.

In This Section

Reports

To edit and/or copy an existing Report Template

See Also

Setting Report List Preferences

Creating Delegation of Authority Reports

Creating Management Action Point (M.A.P.) Reports

Creating New Reports

Creating Custom Reports

Editing Reports

Capturing Map Images as Landscape-Oriented Reports

Editing Landscape-Oriented Reports

Deleting Map Images as Landscape-Oriented Reports

Publishing a Report

Viewing Reports

Viewing Information/History about a Report and Changing a Report's Name

Downloading Published Decisions and Reports

About Report Templates

Guidelines for Creating Template Types

Using the Template Editor

Creating a New Report Template

Viewing Information/History about a Report Template

Viewing a Report Template Report

Publishing a Template Report

Deleting a Report Template

Downloading an HTML File and Printing a Decision or Custom Report

Reference

Field Descriptions

Glossary Resources

Spatial Data Reference

Landscape Data Source Reference

Relative Risk Reference

Organization Assessment Reference

Fire Behavior Reference

About the WFDSS Decision Editors