Differences
This shows you the differences between two versions of the page.
Next revision | Previous revision | ||
cats:procedures:traffic:ordertemplates [2017/01/31 15:27] – created jen | cats:procedures:traffic:ordertemplates [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
---|---|---|---|
Line 3: | Line 3: | ||
CATS allows user to create multiple templates for different order types. | CATS allows user to create multiple templates for different order types. | ||
+ | ====New Order Template==== | ||
+ | Go to **Traffic > Form Scan**. | ||
+ | [{{: | ||
+ | The form scan list will show. Go to **Edit** on the top left menu bar. This will pull up the Final Entry (FE) form. | ||
+ | [{{: | ||
+ | |||
+ | From the order form, go to **Template > Add** on the top menu bar. | ||
+ | [{{: | ||
+ | |||
+ | Enter the template label. Press **OK** to continue. | ||
+ | [{{: | ||
+ | |||
+ | CATS will ask if you want to copy the current form to create the template. Choose **Yes** to continue. | ||
+ | [{{: | ||
+ | |||
+ | 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. | ||
+ | [{{: | ||
+ | |||
+ | 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. | ||
+ | [{{: | ||
+ | |||
+ | |||
+ | ====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. | ||
+ | [{{: | ||
+ | |||
+ | Select the traffic form **type**. Then choose **Use Template** to pick the template you created. | ||
+ | [{{: | ||
+ | |||
+ | The information from the template you created will be added to the location screen. | ||
+ | [{{: | ||
+ | |||
+ | **Exit** to return to menu.\\ |