MANSOQ Clinical care
Preview a template
This flow describes how to preview a report template in the template builder. MANSOQ renders a sample document, so you can check the layout before you make the template active. Pre-requisites - You create a new report template, or you edit an…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to preview a report template in the template builder. MANSOQ renders a sample document, so you can check the layout before you make the template active.
Pre-requisites
- You create a new report template, or you edit an existing report template, and the template builder is open.
- You entered the template body. You selected a Context and a Default Format.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Preview Template | Lets a Facility Admin or an Admin preview a report template. |
Steps
1. Open the template in the builder
Create a new report template, or edit an existing report template. The builder shows the template body, the Context, and the Default Format.
2. Preview the template
Select Preview in the builder. MANSOQ renders the template body with sample data for the selected Context and Default Format.
3. Check the rendered sample
MANSOQ shows the sample document in the builder as a PDF or an HTML preview. Read the sample, and check the layout and the wording.
Note: MANSOQ uses sample placeholder data for the preview. MANSOQ does not generate a report for a patient in this flow.
4. Correct any errors
If the template body has a syntax problem, MANSOQ shows a validation error. Read the error, correct the template body, and select Preview again.
Expected Outcome
- MANSOQ shows the message "Template preview generated".
- MANSOQ shows the sample document in the builder.
- You confirm the layout and the wording before you set the Status to Active.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.