Flows/View report templates
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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.
Related
- Concept: Concepts/Report Template
- Reference: References/Report & Templates