cats:procedures:traffic:ordertemplates

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cats:procedures:traffic:ordertemplates [2017/01/31 16:20] – [New Order Template] jencats:procedures:traffic:ordertemplates [2017/12/19 03:21] (current) – external edit 127.0.0.1
Line 7: Line 7:
 [{{:cats:procedures:traffic:traffic_formscan.png?|Adding a new order template}}] [{{: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}}] [{{:cats:procedures:traffic:traffic_formscanedit.png?|Edit a form scan}}]
  
Line 13: Line 13:
 [{{:cats:procedures:traffic:traffic_formscanordertemplateadd.png?|Add new template}}] [{{: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}}] [{{:cats:procedures:traffic:traffic_ordertemplateentername.png?|Enter template name}}]
  
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 [{{:cats:procedures:traffic:traffic_ordertemplatecopyformat.png?|Copy the current template}}] [{{: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==== ====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.\\ 
  • cats/procedures/traffic/ordertemplates.1485879640.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)