MANSOQ Clinical care
Edit a report template
This flow describes how to change an existing report template in MANSOQ. Use the same flow to retire a template. Pre-requisites - The facility has a report template that you want to change. - You are a member of that facility. - You have the…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to change an existing report template in MANSOQ. Use the same flow to retire a template.
Pre-requisites
- The facility has a report template that you want to change.
- You are a member of that facility.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create Template on Facility | Lets you create and edit report templates. Facility Admin, Admin, Doctor, and Nurse have this permission. |
Steps
1. Open the template
Go to the Templates page of the facility. See View report templates.
Select the template that you want to change. MANSOQ opens the same builder that you use to create a template. The builder shows the current values of the template.
2. Change the template
Change any of the fields in the table below.
| Components | What it captures |
|---|---|
| Name | The name of the template. |
| Status | The state of the template: Draft, Active, or Retired. |
| Template Type | The kind of document that the template produces: Discharge Summary, Patient Summary, or Account Report. |
| Context | The set of data fields that the template can use. The context must match the template type. |
| Default Format | The output format of the report: PDF or HTML. |
| Description | A short text about the purpose of the template. |
| Template Body | The content of the document. |
Note: Only a template with Status set to Active can generate a report. A template with Status set to Draft or Retired does not appear as an option. See Generate and view a report.
3. Retire the template
To stop staff from using the template for new reports, set Status to Retired.
Note: MANSOQ has no delete action and no separate retire action for a report template. Use the Status field.
4. Save the template
Select Save.
Expected Outcome
- MANSOQ saves your changes and shows the message "Template updated".
- If you set Status to Retired, staff can no longer use the template to generate a new report.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.