- Explanation and Purpose of Program Print Templates
- Security Level Requirements and Access
- Adding and Maintaining Program Print Templates
This article is meant to assist you with the details in Adding and Maintaining Program Print Templates.
If you have a question not addressed here, you can contact support at email@example.com.
Explanation and Purpose of Print Templates
Print Templates are printable forms that auto-fill with information from a Program (for cases). These completed forms are not saved/stored in the system, but can be regenerated at any time with up-to-date information from the program database. Examples of Print Templates are face sheets or case note summaries.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Go to “Program Settings” and click on “Program Print Templates”.
Adding and Maintaining Program Print Templates
- Once in “Print Templates”, select an existing print template from the list or create a new one by clicking “Add Program Print Template”.
- Click on “Edit” if editing an existing Print Template.
- Within the General screen, complete the fields. Required fields are highlighted, while optional fields are not.
Image: “Add/Edit New Program Print Template: General Screen”
|Print Template Information
|Name of the print template
|Program (If applicable)
|Name of the program using the print template
|The number you assign will determine the order in which this template appears in the activity menu found within a specific program. (The top 12 templates appear if you hover over “Add Print Template”, however you can click on “More” to view all templates in alphabetic order.)
|Options determines who can see this Print Template. Should you check a box, the eR system will adjust your subsequent check-box options
|Hide for “Adoption Only” cases (advanced)
|Hides template for adoption only cases
|Hide for “Foster Care Only” cases (advanced)
|Hides template for foster care only cases
|Hide for “Non-Residential” facilities (advanced)
|Hides template for non-residential facilities
|Hide for “Residential” facilities (advanced)
|Hides template for residential facilities
|Hide if not a Sib Group
|Hides the template if the client is not linked to a sibling group
Type: The Type of Template you select will determine the subsequent fields available for you to complete.
|Template Type Information
|Text – Use Field Codes
|Enter in text into the narrative box using field codes. Once completed, the narrative box will display the field code information
|Text and User Attached File
|Allows users to add a text narrative as well as attach a file
|File – Use Field Codes
|Upload documents that use extendedReach field codes to populate the fields
|File – No Field Codes
|Upload documents without field codes
|File – User Will Attach
|User will attach a file (PDF or Word)
|Photo – User Will Attach
|User can attach a photo(s)
|Click on the paperclip to attached a MS-Word document(s) if you selected a “Type” (from above) that includes attaching a document
|Add the narrative with Custom Field Codes, from the “Custom” Tab, if you wish. For more support regarding Custom Fields, see Related Articles. This narrative will appear when you access this Program Report in the eR system
Don't forget to Save your work!
Your Print Template is now complete and printable. Your new Print Template is now accessible from your workspace within a case, and usable in your agency’s workflow.
Image: “Accessing Printable Template”
Image: “Printable Document with Case or Program Details”