Document Templates

Every form and report has a document template. The template specifies things like usage, paper format, associated printers, its content, and when it is printed.  See also Concepts|Printing for background information, and Create/View/Edit for the template details.

As shown below, the system comes with a number of standard templates. These have to be loaded using the templateload utility (see the readme.txt file in the release package for instructions). Template sets are provided for A4, A5 and Letter. You can use these but you will probably want to modify some of them. You may also want to use a report from the Resource Library set.  See below for a quick summary of how to do this.

Template Usage: One can divide the templates into three groups:
Reports - you use the Reporting|Reports screen to select the report to run
Selectable forms - (eg Patient Forms) you will be presented with a list to select from
System forms - (eg Invoices) where the system chooses the template.

For the first two you can obviously set up as many as you need - you just choose the one you want. In the last case (eg Invoices) you need to be careful because if you create three different invoice templates, the system will just use the first it finds. This is not normally a problem - after all you only need one type of invoice form. However, if you do want to use different templates for each Practice Location, then you can do this by defining the templates to be used by the location. See Administration|Organisation|Practice Location.

If you do need to create or modify reports and forms, see Reference|Reports and Forms. Note that if you want to modify an existing report or form, then if you View the template, you can then click on the Content field to download the report/form ready for editing.


Installing a new template
To install a new templatefrom the Resource Library, do as follows:

  1. download the jrxml (or odt) file by right-clicking on the attachment link and using 'Save Link As' (or 'Save Target As' etc depending on your browser) - remember where you saved it
  2. click the New button
  3. on the resulting New Document Template screen set the Type to Report, then click the Upload button. If it's not a report, then you need to set the appropriate Type.
  4. on the resulting window, click Browse and navigate to where you downloaded the file and select it. Click the Send button.
  5. back at the Edit Document Template screen, click the OK button

Changing a standard report paper size
The system comes with a set of reports and documents in the <OPENVPMS-HOME>/reports directory. This is structured as follows:

You can see that there are 8 directories with most having multiple sub-directories, one per function, and each of these has a sub-directory for each paper size each containing the templates for that paper size.

Note that not all paper sizes are provided. In particular, the Reports are provided only in A4 and Letter and not in A5.

So if you initially loaded the A4 set, and want to change your invoices to the A5 equivalents, then you need to load the templates in Customer/Invoice/A5. Do this by editing each template, and then pressing the Upload button to load the appropriate content.

For the invoices you will see that the directory contains the files Invoice.jrxml, Invoice Items.jrxml, Invoice Appointments.jrxml, Invoice Notes.jrxml and Invoice Reminders.jrxml.

Hence you need to edit the Invoice, Invoice Items, Appointments, Notes and Reminders templates, and in each case upload the relevant file from the Customer/Invoice/A5 directory.

Note that these A5 versions use the A5 versions of the Letterhead and Addressbock templates, but these should be present as they are loaded as part of the A4 template set in case you ever want to use some A5 versions.



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