This article is meant to assist you with the details in Adding and Maintaining Program Print Templates.
If you have a question not addressed here, you can search at the bottom of this article in
Related Topics or you can Contact Support.

Explanation and Purpose of Print Templates

Print Templates are printable forms that auto-fill with information from a Program. These completed forms are not saved/stored in the system, but can be regenerated at any time with up-to-date information from the program database. Examples of Print Templates are face sheets or case note summaries.

Security Level Requirements and Access

You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Go to “Program Settings” and click on “Program Print Templates”.

Image: “Print Template Access Screen”

Adding and Maintaining Program Print Templates

1. Once in “Print Templates”, select an existing print template from the list or create a new one by clicking “Add Program Print Template”.

2. If Cloning a Print Template, click on “Clone Print Templates” within an existing Print Template.

Image: “Print Template: Clone Screen”

This new Report Type will be titled, “COPY OF…”

Image: “Print Template: Clone Screen”

3. If editing an existing Print Template, click on “Edit”.

4. Within the General screen, complete the fields. Required fields are highlighted, while optional fields are not.

Image: “Program Print Template: General Screen”

“Print Template Information”

Field Name Description
Template Name
Program A drop-down menu will be available, if this is applicable to your agency.
Menu Order The number you assign will determine the order in which this template appears in the activity menu found within a specific program. (The top 12 templates appear if you hover over “Add Print Template”, however you can click on “More” to view all templates in alphabetic order.)

“Related Document(s)”

Field Name Description
Type Always use “File – Use Field Codes” when you are adding Field Codes in this Report Template.
File – Use Field Codes
File – No Field Codes
Attachment Icon Click on the paperclip to attached a MS-Word document(s) if you selected a “Type” (from above) that includes attaching a document.
Narrative Click on the trashcan icon to delete an attachment. First highlight the attachment, then click on the trashcan.
Past Versions Click here to view Past Versions of attachments.
“Having trouble editing documents? Click here to access assistance.

6. Save your work.

7. Print Template is now Complete and Printable. Your new Print Template is now accessible from your Workspace within a case, and usable in your agency’s workflow.

Image: “Accessing Printable Template”

Click on Print Template name to open document.

Image: “Printable Document with Case or Program Details”