The following steps provide a general outline for creating ROI templates for cover sheets, inventory pages, invoices, and rejection letters. For detailed information about configuring templates, see Template Groups and Templates.
If you are configuring a template for a rejection letter, also see Configuring Rejection Letter Templates in addition to the process below.
To create a ROI cover sheet, inventory page, bill, or rejection letter template:
- Launch Microsoft Word.
- Navigate to the Template Builder tab.
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Create a Template Group. A template group is a folder where the template should be placed. For example, you might have a template group called ROI Cover Sheets.
You can also create a template group upon saving the template.
- Create a template and name it appropriately (e.g., Cover Sheet for Walker Hospital - East Campus).
- Add any default text or images that should appear in the template (i.e., information that needs to be displayed on each document, regardless of the request).
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Create appropriate placeholders for the template. These placeholders can be reused in other templates.
Note:
Only use XML Path placeholders, which are part of the External Data Source placeholder source.
- Name the placeholders appropriately. For example, if you are creating a placeholder for the requester name, name the placeholder something like Requester Name.
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Enter the corresponding XPath using the XML schema in XML Schema for Template Creation - Standard Mode Overview.
Placeholders pull information from the request and insert unique values of the request into the document. For example, if you need to include the requester name, you would enter //ROIRequest/Requester/Name when prompted to enter the XPath.
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To create a placeholder that lists documents included in a packet, select to insert the results as either a list or a table. All other placeholders should be configured to insert the first value returned by the XPath query.
Note:
When you insert a placeholder formatted as a table, adjust the number of columns as needed. By default, the placeholder will be inserted with five columns. If the template needs to display more columns, increase the number of columns as needed.
- Insert the placeholders into the document where needed.
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Save the template once you have finished work on it.
Tip:
To avoid confusion when assigning templates, you should devise a naming convention for templates going forward if you anticipate having a large number of templates in your system.
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Configure template options appropriately.
Note:
For more information on these options, see Configuring Template Options.
As a best practice for ROI purposes, in addition to other template options you configure, you should configure the following template options accordingly:
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Select the desired Document Type from the Document Type for Composed Documents drop-down list. This is the Document Type where documents generated with this template are saved. If you do not select a Document Type, it is incumbent on the user to select the appropriate Document Type for generated documents upon executing certain ROI actions.
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Select the Inherit Keywords from source document when possible option. If you do not select this option, it is incumbent on the user to enter the appropriate Keyword Values for generated documents upon executing certain ROI actions.
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Select the Disable the Import Dialog option. To enable this option, you must first select a Document Type from the Document Type for Composed Documents drop-down list and select the Inherit Keywords from source document when possible option. By selecting the Disable the Import Dialog option, the user can perform ROI actions without also having to manually upload documents generated by those actions.
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If you select the Always show Preview before archiving option, you should also select the Manually Edit the Document Preview security option for User Groups assigned to the template. This allows users to make any necessary changes before printing.
Note:Recycle the application pool after selecting or deselecting the Always show Preview before archiving option and saving the template. This step resolves potential issues that can arise when attempting to print a document generated using the template.
When the Always show Preview before archiving option is selected, the user is forced to print a configured rejection letter to successfully reject the request.
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Save the template.
The template can now be assigned to a facility within the Configuration module. For more information on assigning templates to a facility, see Specifying Templates for a Facility.