Template listing

Graphical user interface, application

Description automatically generated

 

-      Template list shows common(present in multiple facilities based on Template Name, Questions, Comments, Score Type, Location List and Surveyee List), newly added and facility specific templates.

-      Common templates are the template having same Template Name, Questions, Comments, Score Type, Location List and Surveyee List in all facilities in the specific system.

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-      User can edit or delete newly added template or copied templates, but user cannot edit/delete the common and facility specific live templates. The live templates are in read only mode.

-      For common templates, only View is enabled.

-      For facility specific templates

Facility specific templates are shown in green color.

If template is present in multiple accounts/facilities, following popup appeared on clicking of view  icon

Graphical user interface, text, application

Description automatically generated

User can view template details for specific facility by selecting facility from the popup and click on “View Template” button.

-      User can add new template by clicking on “Add Template” button (refer Add Template)

-      User can copy the existing template by clicking on icon (refer Copy Template)

-      Template list shows following columns:

Template Name

Version

Group Name

Location List

Surveyee List

Template Type

Locked (Test/Live)

Active

Status

Published Date

Published To – Clicking on “View Details” link, a popup shows the list of facilities where the template has been published. It also shows whether Locations and Surveyees are populated or not.

Graphical user interface, text, application, email

Description automatically generated