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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:
- To edit an existing Report Template, select an Incident from the Incident List.
- Click View Information.
- Click the Reports tab. The Report List page appears.
- From the Report List, select a template and click Edit Report Template. The Template List appears.
- 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.
- Click Edit Content. The Template Editor appears.
- 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.
- Click Save after completing each section of the Report Template.
- Click Return to return to Report List.
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Last updated on 2/13/2014 11:41:08 AM.
- To copy and existing Template Report, Select an Incident from the Incident List.
- Click View Information.
- Click the Reports tab. The Report List page appears.
- From the Report List, click Edit Report Templates. The Template List page appears.
- Select a report from the Template List or use the filter to find the appropriate template.
- Click Copy.
- From the Template List, select your copied report template. The name starts with Copy of <template name.>
- Replace the displayed Name by typing a new template name that does not exceed 64 characters
- Select Visible or Personal Use.
- Type a template tooltip that summarizes the template purpose for others.
- Type a description, if appropriate.
- 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.
- Click Save to save the Report Template.
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Last updated on 2/13/2014 11:41:08 AM.
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