No ACL setup yet! Denying access to everyone.

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
public:gorev:schedulingprinttemplatessettings [2018/09/22 20:52]
sgriffin [GoRev Scheduling Print Templates Settings Video Tutorial]
public:gorev:schedulingprinttemplatessettings [2020/03/22 18:00] (current)
sgriffin [Saving the Newly Created Print Template]
Line 1: Line 1:
 ====== GoRev Scheduling Print Templates Settings Tutorial ====== ====== GoRev Scheduling Print Templates Settings Tutorial ======
-Welcome to the GoRev Scheduling Print Templates Settings Tutorial. In this tutorial, we will focus on the process of Defining the Print Templates Settings for the Scheduling Module in GoRev. +Welcome to the **GoRev Scheduling Print Templates Settings Tutorial**. In this tutorial, we will focus on the process of defining the **Print Templates Settings** for the **Scheduling Module** in GoRev. 
  
-====== 1 : Navigating to the Scheduling Window ====== +**Note:** If you need assistance with a particular portion of this tutorialplease use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require
-In order to customize the **Print Templates Settings** of your **GoRev Scheduling Module**first, begin by clicking on the **Scheduling**” button present in the **Clinic Modules** tab on the **GoRev Homepage**.+
  
-{{:public:gorev:scheduling_button_in_clinic_module_tab.png?800|}}  +====== 1 Navigating to the Print Templates Settings Window ======
  
-====== 2 : Navigating to the Scheduling Settings Window ====== +==== Navigating to the Scheduling Window ==== 
-After the Scheduling window appears on your screenplease click on the “**Manage Settings**” button present in the **Scheduling Toolbar**.+In order to customize the **Print Templates Settings** of your **GoRev Scheduling Module**first, begin by clicking on the “**Scheduling**” button present in the **Clinic Modules** tab on the GoRev Homepage Toolbar.
  
-{{:public:gorev:manage_settings_button_in_scheduling_toolbar.png?800|}} +{{:public:gorev:scheduling_print_templates_settings_scheduling_button.png?950|}} 
  
-====== : Navigating to the Print Templates Section ======+==== Navigating to the Scheduling Settings Window ==== 
 +After the Scheduling window appears on your screen, please click on the “**Manage Settings**” button present in the Scheduling Toolbar. 
 + 
 +{{:public:gorev:scheduling_print_templates_settings_manage_settings.png?950|}} 
 +==== Navigating to the Print Templates Tab ====
 At this point, the Scheduling Settings window will appear on your device. To continue, please navigate to the **Print Templates** section of this window by clicking on the corresponding tab present on your screen. At this point, the Scheduling Settings window will appear on your device. To continue, please navigate to the **Print Templates** section of this window by clicking on the corresponding tab present on your screen.
  
-{{:public:gorev:print_templates_button_in_scheduling_settings_window.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_print_templates_tab.png?950|}}
  
-====== Selecting Department   ====== +====== Creating New Print Template  ====== 
-As a **GoRev User**, you will have the ability to **Create New Print Templates**, **Edit and View Existing Print Templates**, and **Delete Unwanted Print Templates** for the **GoRev Scheduling Module**.  In order to **Create a New Print Template**, first, begin by selecting the **Department** that you would like to **Create a Print Template** for using the corresponding drop-down menu on your device. +As a **GoRev User**, you will have the ability to **Create New Print Templates**, **Edit and View Existing Print Templates**, and **Delete Unwanted Print Templates** for the **GoRev Scheduling Module**.  
  
-{{:public:gorev:step_4_department_drop_down_menu.png?800|}}+==== Selecting Required Department ====  
 +In order to create a new **Print Template**, first, begin by selecting the **Department** that you would like to create a **Print Template** in by using the corresponding drop-down menu on your device
  
-====== 5 : Navigating to the New Template Window ======+{{:public:gorev:scheduling_print_templates_settings_select_dept.png?950|}} 
 +==== Utilizing the "New" Button ====
 After selecting the **Department** that you require, please click on the “**New**” button in this window. After selecting the **Department** that you require, please click on the “**New**” button in this window.
  
-{{:public:gorev:step_5_new_button.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_new_button.png?950|}}
  
-====== 6 : Entering New Print Template Name ======+==== Entering New Print Template Name ====
 Once the New Template window becomes visible, please enter a **Name** for the **New Print Template** into the field provided. Once the New Template window becomes visible, please enter a **Name** for the **New Print Template** into the field provided.
  
-{{:public:gorev:step_6_new_template_window_name_field.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_template_name.png?950|}}
  
 Then, click “**Create**”.  Then, click “**Create**”. 
  
-{{:public:gorev:step_6_new_template_window_create_button.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_save_name.png?950|}}
  
-====== 7 : Selecting Visible Data Fields  ====== +==== Selecting Visible Data Fields ==== 
-At this point, the **Newly Created Print Template** will be present on your screen. In order to continue the **Creation of a New Print Template**, please select the **Visible Data Fields** that you require by clicking on the corresponding checkboxes present in the **Visible Data Fields Area** in this window. +At this point, the newly named **Print Template** will be present on your screen. In order to continue the creation of a new **Print Template**, please select the **Visible Data Fields** that you require by clicking on the corresponding checkboxes present in the **Visible Data Fields** area in this window. 
  
-{{:public:gorev:step_7_visible_data_fields_checkboxes.png?800|}} +{{:public:gorev:scheduling_print_templates_settings_visible_data_fields.png?950|}} 
- +==== Choosing a Font ====
-====== 8 : Choosing a Font  ======+
 After selecting the **Visible Data Fields** that you require, please choose a **Font** for your **Print Template** using the **Font Family** drop-down menu on your screen.  After selecting the **Visible Data Fields** that you require, please choose a **Font** for your **Print Template** using the **Font Family** drop-down menu on your screen. 
  
-{{:public:gorev:step_8_font_family_drop_down_menu.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_font_family.png?950|}}
  
-====== 9 : Selecting Font Size and Row Height ====== +==== Selecting Font Size and Row Padding ==== 
-Next, please select a **Font Size** and **Row Height** for the **Print Template** using the corresponding fields provided.+Next, please select a **Font Size** and **Row Padding** height for the **Print Template** using the corresponding fields provided.
  
-{{:public:gorev:step_9_font_size_and_row_height_fields.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_font_size.png?950|}}
  
-====== 10 Excluding Rooms or Resources ======+==== Choosing Print Template Format ==== 
 +At this point, if you would like to print your **Print Template** in **Landscape** mode, please select the **"Landscape"** checkbox present in this window.  
 + 
 +{{:public:gorev:scheduling_print_templates_settings_landscape.png?950|}} 
 + 
 +Additionally, in the event that you would like to repeat the header on each page of your **Print Template**, please select the **Repeat Header** checkbox using the corresponding field provided.  
 + 
 +{{:public:gorev:scheduling_print_templates_settings_repeat_header.png?950|}} 
 + 
 +==== Defining Page Width ==== 
 +Next, please select the required **Page Width** for your **Print Template** by utilizing the **Page Width** scale visible on your device.  
 + 
 +{{:public:gorev:scheduling_print_templates_settings_page_width.png?950|}} 
 + 
 +==== Exclude Rooms or Resources ====
 Now, if you would like to **Exclude** a particular **Room or Resource** from the **Print Template**, please click on the corresponding checkbox in the **Exclude Rooms or Resources** section of this window.  Now, if you would like to **Exclude** a particular **Room or Resource** from the **Print Template**, please click on the corresponding checkbox in the **Exclude Rooms or Resources** section of this window. 
  
-{{:public:gorev:step_10_exclude_rooms_or_resources_checkboxes.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_rooms_or_resources.png?950|}}
  
-====== 11 : Saving the Created Print Template ====== +==== Saving the Newly Created Print Template ==== 
-Lastly, in order to finalize the **Creation of the New Print Template**, please click on the “**Save Template**” button present on your screen.  +Lastly, in order to finalize the creation of the new **Print Template**, please click on the “**Save Template**” button present on your screen.  
  
-{{:public:gorev:step_11_save_template_button.png?800|}}+{{:public:gorev:scheduling_print_templates_settings_save_template.png?950|}}
  
-====== 12 Selecting Required Department and Print Template ====== +====== Editing Existing Print Templates ====== 
-In addition to **Creating New Print Templates**, you, also, have the ability to **Edit and View Existing Print Templates** in GoRev. To begin, please select the **Department** and the **Print Template** that you require using the corresponding drop-down menus in this window+In addition to **Creating New Print Templates**, you, also, have the ability to **Edit and View Existing Print Templates** in GoRev.
  
-{{:public:gorev:step_12_select_department_and_print_template_required.png?800|}}+==== Selecting Required Department and Print Template ==== 
 +To begin, please select the **Department** and the **Print Template** that you require using the corresponding drop-down menus in this window
  
-====== 13 : Editing the Selected Print Template  ======+{{:public:gorev:step_14_select_the_required_departments_and_template.png?800|}} 
 + 
 +==== Editing and Saving the Selected Print Template ====
 At this point, the **Existing Print Template** will appear on your device. To continue, please **Edit** any of the information in this window that you require. Once you are finished, click on the “**Save Template**” button on your screen. At this point, the **Existing Print Template** will appear on your device. To continue, please **Edit** any of the information in this window that you require. Once you are finished, click on the “**Save Template**” button on your screen.
  
-{{:public:gorev:step_13_existing_print_template_save_template_button.png?800|}}+{{:public:gorev:step_15_edit_and_save_existing_template.png?800|}}
  
-====== 14 : Navigating to the Copy Template Window ======+==== Renaming and Adding A Print Template to Multiple Departments ====
 Additionally, as a **GoRev User**, you will, also, have the ability to **Rename** the **Print Template** and **Change the Departments** to which the **Print Template** is **Added**. To begin, please click on the “**Copy**” button in this window.  Additionally, as a **GoRev User**, you will, also, have the ability to **Rename** the **Print Template** and **Change the Departments** to which the **Print Template** is **Added**. To begin, please click on the “**Copy**” button in this window. 
  
-{{:public:gorev:step_14_copy_button.png?800|}}+{{:public:gorev:step_16_navigate_to_copy_template.png?800|}}
  
-====== 15 : Renaming the Print Template ====== 
 After the Copy Template window becomes visible, please make any changes to the **Print Template Name** that you require using the corresponding field provided.  After the Copy Template window becomes visible, please make any changes to the **Print Template Name** that you require using the corresponding field provided. 
  
-{{:public:gorev:step_15_copy_template_name_field.png?800|}}+{{:public:gorev:step_17_rename_template.png?800|}}
  
-====== 16 : Making Departmental Changes ====== 
 Next, please make any **Department** changes needed by clicking on the corresponding **Department** checkboxes present on your device.    Next, please make any **Department** changes needed by clicking on the corresponding **Department** checkboxes present on your device.   
  
-{{:public:gorev:step_16_copy_template_department_checkboxes.png?800|}}+{{:public:gorev:step_18_make_department_changes.png?800|}}
  
-If you need the **Print Template** to be **Added to all Departments** in your system, please click on the “**Select All**” checkbox in this window.+**Note:** If you need the **Print Template** to be added to **All Departments** in your system, please click on the “**Select All**” checkbox in this window.
  
-{{:public:gorev:step_16_copy_template_select_all_departments_checkbox.png?800|}}+{{:public:gorev:step_18_part_2_select_all.png?800|}}
  
-====== 17 : Saving the Changes ====== 
 Once you are satisfied with the entered information, click on the “**Copy**” button present on your screen.  Once you are satisfied with the entered information, click on the “**Copy**” button present on your screen. 
  
-{{:public:gorev:step_17_copy_template_window_copy_button.png?800|}}+{{:public:gorev:step_19_save_the_changes.png?800|}}
  
-====== 18 : Viewing the Print Template ====== +==== Previewing the Edited Print Template ==== 
-At this point, the details of the **Newly Edited Print Template** will be present on your device.  In order to **Preview** the selected **Print Template**, please use the “**Preview**” button in this window to complete this task+At this point, the details of the newly **Edited Print Template** will be present on your device.  In order to **Preview** the **Print Template**, please use the “**Preview**” button in this window.  
  
-{{:public:gorev:step_18_preview_button.png?800|}}+{{:public:gorev:step_20_preview_template.png?800|}}
  
-====== 19 Selecting Required Print Template ====== +====== Deleting Unwanted Print Templates ====== 
-In addition to **Editing and Viewing Existing Print Templates**, as a **GoRev User**, you, also, have the ability to **Delete Unwanted Print Templates**. To begin, please select the **Print Template** that you require using the “**Select Template**” drop-down menu present on your screen+In addition to **Editing and Viewing Existing Print Templates**, as a **GoRev User**, you, also, have the ability to **Delete Unwanted Print Templates**. 
  
-{{:public:gorev:step_19_select_template_for_deleting_in_drop_down_menu.png?800|}}+==== Selecting the Unwanted Print Template ==== 
 +To begin, please select the **Print Template** that you require using the “**Select Template**” drop-down menu present on your screen
  
-====== 20 : Navigating to the Deleting Template Window ======+{{:public:gorev:step_21_select_template_to_delete_.png?800|}} 
 + 
 +==== Utilizing the Delete Button ====
 Next, click on the “**Delete**” button in the Scheduling Settings window.  Next, click on the “**Delete**” button in the Scheduling Settings window. 
  
-{{:public:gorev:step_20_delete_button.png?800|}}+{{:public:gorev:step_22_navigate_to_delete_template.png?800|}}
  
-====== 21 : Deleting the Selected Print Template ======+==== Finalizing the Print Template Removal Process ====
 At this point, the Deleting Template window will appear on your device. In order to finish **Deleting** the selected **Print Template**, click “**Yes**”. At this point, the Deleting Template window will appear on your device. In order to finish **Deleting** the selected **Print Template**, click “**Yes**”.
  
-{{:public:gorev:step_21_deleting_template_yes_button.png?800|}}+{{:public:gorev:step_23_navigate_to_delete_template.png?800|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
Line 123: Line 144:
 ==== GoRev Support Team ==== ==== GoRev Support Team ====
  
-If you have any additional questions or concerns regarding the process of **Defining the Print Templates Settings** for the **Scheduling Module** in GoRev, please contact the **GoRev Support Team** at **1-(832)-658-2209 )**. +If you have any questionsconcerns, or problems regarding the process of defining the **Print Templates Settings** for the **GoRev Scheduling** module, please contact the **GoRev Support Team** by submitting an **IT Support Ticket**, by phone at **1-(317)-794-3900**, and/or by email at **[[ask@gorev.com|ask@gorev.com]]**.  
 + 
 +**Note:** Always submit an **IT Support Ticket** detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue.  
 + 
 +If you are not sure how to submit an **IT Support Ticket** in GoRev, please see the [[public:gorev:itsupportticketcreation|GoRev IT Support Ticket Creation Tutorial]] for assistance
  
 [[:public:GoRev:start|Back to GoRev Guides]] [[:public:GoRev:start|Back to GoRev Guides]]
  
QR Code
QR Code public:gorev:schedulingprinttemplatessettings (generated for current page)