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Version: 3.1

Preview a template

Overview​

This flow describes how to preview a report template in the template builder. Care renders a sample document, so you can check the layout before you make the template active.

Pre-requisites​

  • You create a new report template, or you edit an existing report template, and the template builder is open.
  • You entered the template body. You selected a Context and a Default Format.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Preview TemplateLets a Facility Admin or an Admin preview a report template.

Steps​

1. Open the template in the builder​

Create a new report template, or edit an existing report template. The builder shows the template body, the Context, and the Default Format.

2. Preview the template​

Select Preview in the builder. Care renders the template body with sample data for the selected Context and Default Format.

3. Check the rendered sample​

Care shows the sample document in the builder as a PDF or an HTML preview. Read the sample, and check the layout and the wording.

Note: Care uses sample placeholder data for the preview. Care does not generate a report for a patient in this flow.

4. Correct any errors​

If the template body has a syntax problem, Care shows a validation error. Read the error, correct the template body, and select Preview again.

Expected Outcome​

  • Care shows the message "Template preview generated".
  • Care shows the sample document in the builder.
  • You confirm the layout and the wording before you set the Status to Active.

Concepts:

Flows: