Document Templates Overview

Generally, there is a document template for each significant phase or step in the Special Programs or other workflow process. The template specifies the layout, data, and business rules for documents that collect information on the corresponding step of the workflow process. Each template has a name, a short unique identifier, and a status.

1. From the Administration menu, click Configuration.
2. Click the Document Templates tab.
3. Click the magnifier icon for the document template you want to review.
4. Use the fly-out menu to select sections. The template is organized into sections to help when reviewing and editing information and, in some cases, to approximate the school district's existing set of forms. You will work with one section at a time. 
5. Select a tab to review and edit the format:
   • Output Format - Displays what the section will look like when viewed by users.
   • HTML Format - Displays the underlying HTML format used to create the section layout. HTML format consists of standard HTML with embedded database field references and directives. 
   • Testing Format - Displays how the section will look and behave when users edit the profile.
   • Fields - Displays a list of all data fields linked to the particular section. Each field includes a name, data type, description, and other properties. 
   • Section Actions - Displays a list of all actions linked to the section. Section actions are process-based business rules used to verify data, inform the user, or trigger an action based on user behaviors within the section.
6. Choose All Fields from the fly-out menu to display all fields associated with the template.
7. Click Document Actions to display the actions associated with the template. Document actions are process-based business rules used to verify data, inform the user, or trigger an action based on user behaviors linked to the document.