Flows/View report templates: Difference between revisions

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Latest revision as of 17:25, 14 August 2026

flowplatformCARE 3.0+

Overview

This flow describes how to view the report templates of a facility in Care. You can search and filter the templates.

Pre-requisites

You are a member of the facility.
The facility has at least one report template.
You have the permissions listed below.

Permissions

Permission	Access
Can Read Template	View the report templates of the facility. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Steps

1. Open the Templates page

Open the facility. Select Templates. Care shows a grid of template cards.

2. Search for a template

Enter the name of the template in the search field. Care shows the template cards that match the name.

3. Filter the templates

Use the filters to reduce the number of template cards.

Filter	What it selects
Status	Draft, Active, or Retired templates
Template Type	Discharge Summary, Patient Summary, or Account Report templates

4. Open a template

Select a template card. Care opens the builder page of the template. The page shows the current details of the template. To change the details, see Edit a report template.

Expected Outcome

Care shows the report templates of the facility as cards.
Care shows only the templates that match your search text and your filters.
Care opens the builder page of the template that you select.

Concept: Concepts/Report Template
Reference: References/Report & Templates

@@ Line 3: / Line 3: @@
 |domain=platform
 |title=View report templates
-|summary=Search, filter, and open report templates for a facility.
+|summary=This flow describes how to view the report templates of a facility in Care. You can search and filter the templates.
 |order=4
 |introduced=3.0
@@ Line 9: / Line 9: @@
 |reference=References/Report & Templates
 }}
+== Overview ==
+This flow describes how to view the [[Concepts/Report Template|report templates]] of a facility in Care. You can search and filter the templates.
+== Pre-requisites ==
+* You are a member of the facility.
+* The facility has at least one report template.
+* You have the permissions listed below.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Can Read Template
+| View the report templates of the facility. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.
+|}
 == Steps ==
-# Open the facility's '''Templates''' page.
+=== 1. Open the Templates page ===
-# Search or filter templates by name, type, or status.
-# Open a template to inspect its details and body.
+Open the facility. Select '''Templates'''. Care shows a grid of template cards.
+=== 2. Search for a template ===
+Enter the name of the template in the search field. Care shows the template cards that match the name.
+=== 3. Filter the templates ===
+Use the filters to reduce the number of template cards.
+{| class="wikitable"
+|-
+! Filter
+! What it selects
+|-
+| Status
+| Draft, Active, or Retired templates
+|-
+| Template Type
+| Discharge Summary, Patient Summary, or Account Report templates
+|}
+=== 4. Open a template ===
+Select a template card. Care opens the builder page of the template. The page shows the current details of the template. To change the details, see [[Flows/Edit a report template|Edit a report template]].
 == Expected Outcome ==
-Care shows the facility's report templates and their current status.
+* Care shows the report templates of the facility as cards.
+* Care shows only the templates that match your search text and your filters.
+* Care opens the builder page of the template that you select.
 {{Navbox platform}}