Differences

This shows you the differences between two versions of the page.

--- cats:procedures:traffic:ordertemplates [2017/01/31 16:20] – [New Order Template] jen
+++ cats:procedures:traffic:ordertemplates [2017/02/01 14:32] – [Accessing the Template from Location Screen] jen
@@ Line 7: / Line 7: @@
 [{{:cats:procedures:traffic:traffic_formscan.png?|Adding a new order template}}]
-The scan list will show. Go to **Edit** on the top left menu bar.
+The form scan list will show. Go to **Edit** on the top left menu bar. This will pull up the Final Entry (FE) form.
 [{{:cats:procedures:traffic:traffic_formscanedit.png?|Edit a form scan}}]
@@ Line 13: / Line 13: @@
 [{{:cats:procedures:traffic:traffic_formscanordertemplateadd.png?|Add new template}}]
-Since you are creating a new template, enter the template label. Press **Ok** to continue.
+Enter the template label. Press **OK** to continue.
 [{{:cats:procedures:traffic:traffic_ordertemplateentername.png?|Enter template name}}]
@@ Line 19: / Line 19: @@
 [{{:cats:procedures:traffic:traffic_ordertemplatecopyformat.png?|Copy the current template}}]
-The template for the form is ready to be filled in. The only information that needs to be filled in, is the **Note** and **Remarks**. Press **Save** to save the format.
+The template for the form is ready to be filled in. The only information that needs to be filled in, is the **Note** and **Remarks**.
-[]
+[{{:cats:procedures:traffic:traffic_ordertemplatefillout.png?|Enter in the notes and remarks on the template}}]
+Press **Save** to save the format.
+[{{:cats:procedures:traffic:traffic_ordertemplatesave.png?|Save the template}}]
-You can change the note or remarks at any time by using the magnifying glass that appears on the bottom right corner of the boxes.
+You can change the note or remarks at any time by using the magnifying glass that appears on the bottom right corner of the note or remark entry box.
-[]
+[{{:cats:procedures:traffic:traffic_ordertemplatemagnifying.png?|Use magnifying glass to edit order template}}]
 ====Accessing the Template from Location Screen====
+The template can be accessed from the location screen. Using a template will copy certain fields that do not relate to the traffic screen. Navigate as usual to the location screen you are using.  Go to **Ord > Add form**.
+[{{:cats:procedures:traffic:traffic_locationscreenaddform.png?|Add form from location screen}}]
+Select the traffic form **type**. Then choose **Use Template** to pick the template you created.
+[{{:cats:procedures:traffic:traffic_addformusetemplate.png?|Choose the traffic form type and select template}}]
+The information from the template you created will be added to the location screen.
+[{{:cats:procedures:traffic:traffic_templateused.png?|Template added to location screen}}]
+**Exit** to return to menu.\\