Note templates
A note can have pre-populated content when it's created. This includes the note that appears under each IAR-DST domain. These templates can be used as guidelines or to structure a note for a specific purpose.
To administer templates, go to Actions > Manage organisation. On this screen, you can:
- Create a new, blank template.
- Edit your existing PHN's templates.
- Copy a template shared by another PHN.
- Shared templates are templates created by another PHN and shared.
The screen is divided into two sections:
- IAR-DST templates (for the notes for each domain)
- Note templates (based on the note types that appear when a new Note is created).
Edit existing template
Click Our templates and select the template you want to edit from the list. If a template has been shared, it will have the
icon next to it.
Make changes as needed and then click Save.
Copy a shared template
Click the Shared templates button to see a list of templates other PHNs have shared. You can click on the title of each to see what it contains.
To copy, click the Copy and edit button. This will create a new blank template and then copy the title and comments into the template. You can change the template's title as usual.
Click the Save button to store the template in your PHN's list of templates.
Share your template
To share one of your PHN's templates, toggle on the Shared template switch and click Save.
When another PHN copies your template, their changes do not affect your template, they become completely separate.