The second line can contain any number of fields, and spans the entire width of the table.
To access the templates, select System Management > Task Centre > Template Maintenance.
The following screen is displayed:
This displays any templates already defined: you can limit the display to a particular type of notification, or whether they are Shared or Private, by selecting from the drop-down list in the Templates Filter.
From here you can:
To create a new template, click Create new template in the Actions menu.
The following screen displays:
Enter the following information at the top of the screen:
|Accessibility||By default this is set to Private, which means that it is only visible to you. To enable others to see it, untick the box.|
|Template type||This is populated automatically and is set to "Claim". Use the drop-down list to change it to "Search Result".|
|Name||Enter the name of this template, eg "Search Result - Abstract" - it is useful to indicate in the name which fields are included|
|Description||Optionally, enter a short note describing the purpose of this template|
Fields are added by selecting from the drop-down list of macros which is at the end of the toolbar:
To insert the data:
- place the cursor where you want to insert it in the rich text area
- select the relevant field from the drop-down list
- click Insert Macro
The macros are inserted in square brackets. For example:
You may also want to add text to the fields, for example:
Text can be added and formatted just as with standard word processing.
Completing the process
When you have finished, click Save in the Actions menu, or Save and close to return to the list of defined templates.
You do not need to set up a task for this template.