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Create a Template Key. A GOLD report template reference tool. Heather Sousa, CT (ASCP) CUG 2014 – Dallas, Texas. Class objectives. Create a Template Keys folder Create Template Keys with full bookmark names and other hard coded information from your laboratory final reports templates.

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Create a Template Key

A GOLD report template reference tool

Heather Sousa, CT (ASCP)

CUG 2014 – Dallas, Texas


Class objectives

  • Create a Template Keys folder

  • Create Template Keys with full bookmark names and other hard coded information from your laboratory final reports templates.

  • Recognize the difference between the file formats of live templates and template key documents.


Importance of a Template Key

  • Change the look of the patient report

    • Formatting changes (color, font size, etc)

  • Client requests for new information

    • Adding comments based upon special status codes.

  • New test information that needs to be updated on bookmarks.

    • Know which bookmarks need to be changed.


Template intro.

  • Gold uses Microsoft Word for editing final patient reports.

  • Every final report document is based upon a template.

  • A template determines the basic structure for a document and contains formatting and content settings.


A Template is essentially a report Wizard


Template Example

What do these brackets represent?


Designators and templates

  • Designator Maintenance

Each designator in GOLD is linked to a Template


GOLD HELP

  • When a Patient report (Word document) is created, it inherits three things from its “wizard”template:

    • Styles – Font, Color

    • Content – Hard coded information, bookmark placement

    • Page settings – page numbers, margins


GOLD HELP

  • Thereafter, a template sits in the background (behind the curtain) and provides four things to a document:

    • Macros – Lab specified sequence that expands automatically on report.

    • AutoTexts – Word AutoTexts:) = 

    • Toolbars – Editing tool settings saved

    • keyboard shortcuts – F9 (save and exit)


Pay no attention to the man (template) behind the curtain

The template does it’s job behind the scenes.


Finding the Wizard…


Find the Word Template Gold Directory

Laboratory Preferences

Page 2


Open Template Folder…

  • Make sure you are out of the GOLD product

  • Navigate to your Template folder

    • File path found on Pg. 2 Laboratory Preferences

    • ex. PSMGSQL2/Gold/Template


Create a new folder: “Template Keys”

.dot (live templates)


Create your Key

  • Double click on your .dot template to open as a Word document (.doc)

  • Save as

    • You will need to direct your new copy to the Template Key Folder you just made. Remember your file path.

    • For example PSMGSQL2/Gold/Template/TemplateKeys


Save as-Rename as “TemplateKey…”


Live Templates are .dotTemplate Keys are .doc

Template Key (Word doc)

Live Template (.dot)

OK TO EDIT

READ ONLY !

Don’t Touch


SAFETY

  • All live Templates (.dot) should be set as Read Only

  • If this is set properly you will not be able to mess up your live Template


“Key” features

  • You will see all hard coded items (Lab address, Logo, etc)

  • Bookmarks are shown as brackets [ ]


Adding Bookmark Name

  • [ ] brackets show you where your clever bookmarks will appear on the final report.

  • Which bookmark is which!! How confusing…not!

  • It’s easy


Adding Bookmark Name

  • Put your curser within the brackets of a bookmark


Adding Bookmark Name

  • Click on Insert/Bookmark


Adding Bookmark Name

  • You will see the bookmark box with the selected bookmark that corresponds to the brackets in your report.

  • Copy the bookmark name (ctrl C)

  • Click Cancel


Adding Bookmark Name

  • Paste the name within the brackets (ctrl V)


Template Key Example

When finished you have a Word document mapping all hard coded and bookmarked information.


GOLD HELP

  • Help/Contents (F1)

  • Index/Template


  • Login