User Manual

Drag & Drop Template Layout

The Template Designer is a drag & drop WYSWYG editor, meaning that it is a visual representation of the layout of the Template, and you can move the components around to change their order, and even nest components inside certain others.

The sidebar on the left includes draggable tabs for all of the components available, organised into groups - Basic, Appointment & Layout. To open a group panel, click it in the sidebar and the group will open up or collapse (when clicked a second time).

Basic - simple formatting/design components

• Logo - add a moderate sized, centre-aligned logo (either your own custom logo added in the Settings page, or the default AnalystAssist logo).

• Content - a configurable component that allows text, images and more (see the ‘Content’ components User Manual page)

• Spacer - add an empty line to vertically space your components

• Divider - add a horizontal line for separating sections of the Template

• Page break - ensure the following components in the Template appear at the top of the next page in the Report.

Appointment - embed Appointment Record data

• Live/Dry blood images (all) - create a grid of all Live/Dry Blood images in the appointment (text-free)

• Live/Dry blood images (selected) - create a grid of Live/Dry Blood images in the appointment that have their thumbnail checkbox checked (text-free).

• Live/Dry blood images/notes (all) - create a vertical list of all Live/Dry Blood images in the appointment with their Image Notes panels next to them.

• Live/Dry blood images/notes (selected) - create a vertical list of all Live/Dry Blood images in the appointment that have their thumbnail checkbox checked, with their Image Notes panels next to them.

• Live/Dry blood record sheet - a 2-column table with all rated Live/Dry blood Indications and their ratings, from the Appointment Record.

• Interpretation/Recommendations - outlined panels containing the relevant reporting sections from the Appointment Record.

Layout - Template structural formatting components (all these can have other components nested within them)

• Well - a simple outlined panel with a gray background.

• Columns - a single-row set of invisible panels (number of cells configurable)

• Panel - a simple outlined panel with an optional title above it

• Table - a multi-row set of invisible panels (number of rows and columns configurable)

Adding new components

To add a new component to the template designer:

• Click and hold the blue component sidebar tab with your left mouse button and drag the component tab to the main Template panel. Release the mouse button to site the component. This can be above or between existing components (which will move to make space), or below the last component in the list. It can also be within a ‘Layout’ component, creating a nested effect.

• If the component has configurable settings, the component ‘Edit’ panel will display - make any required changes.

• Click the component ‘Save’ button to insert the component, or ‘Cancel’ to return to the Template designer without the new component inserted.

• Remember to click the Template master ‘Save’ button to confirm all changes, or ‘Cancel’ to revert to the previously saved version.

Component hover menu

To manage components already in the Template, move your mouse icon over the template. The component’s hover menu will appear.

To open the component’s edit menu again to make configuration changes (if it has one):

• Click the ‘Settings’ icon with your left mouse button. Make any required changes, then click the component ‘Save’ button to confirm the changes, or ‘Cancel’ to revert to the previous configuration.

• Remember to click the Template master ‘Save’ button to confirm all changes, or ‘Cancel’ to revert to the previously saved version.

To move a component to a different place in the Template:

• Click and hold the ‘Cross’ icon with your left mouse button. Move the mouse and the component will be dragged to the new position with the other components in the Template making space for it.

• Release the mouse button to insert the component in its new position.

• Remember to click the Template master ‘Save’ button to confirm all changes, or ‘Cancel’ to revert to the previously saved version.

To copy a duplicate of a component to a different position (or even to a different template):

• Click the ‘Copy’ icon (twin pages)

• All components will now have a ‘Paste’ icon added to their hover menus

• Move the mouse to the component ABOVE where you want to insert the copy

• Click the ‘Paste’ button in that component’s hover menu and the duplicated component will be inserted below.

• Remember to click the Template master ‘Save’ button to confirm all changes, or ‘Cancel’ to revert to the previously saved version.

To remove a component:

• Click the red ‘X’ icon to delete the component. If the component has other components nested within it, a dialog will ask if you want to continue and lose the nested components as well.

• Remember to click the Template master ‘Save’ button to confirm all changes, or ‘Cancel’ to revert to the previously saved version.