VALT User Training Guide - Templates
Overview
Information templates are used to structure data entered into the system. Users are prompted to complete an information template when they press the Record, Prepare, or Schedule buttons. Each template can have multiple data fields, but at least one field is required. Users can be assigned multiple templates as needed.
✎Only admin-level users can create, edit, and assign information templates.
Field Requirements
When starting a recording, at minimum, the first field must be filled out. Additional fields may be set to be required before starting a recording.
- Opional
- This field type can be filled out or left blank.
- Required field
- This field type must be filled out before the user can press start recording, prepare, or schedule.
- Pre-filled field
- This field type can be changed by clicking and entering data but if it is left blank it will automatically populated with the defined pre-filled text.
🕮See the admin user guide for more information about creating information templates.
Field Types
There are a variety of options when generating information templates. Information templates can have different types of data fields within them. These data fields are used to control / guide users so that the proper information is entered and associated with the recordings.
Plain Text
Plain text fields are given a header then allow users to enter free form text into a single line dialog box. There is a 255 character limitation on a plain text field but any characters can be used. There are 3 options for a plain text field, optional, required, pre-filled.
Drop Down
Drop down fields are used to present the user with a pre-defined list of options. Drop down fields only allow the user to select a single item from the list. Drop down fields can be optional or required.
- ) Example of drop down field within template.
Notes
Notes fields are used when users need a larger space to input more data. The notes field has built in text wrap so you can always see what you are, have typed. There is no limitation to the number of characters that can be entered into a notes field. Notes fields can be set to optional or required.
- ) Example of notes field within template.
Audio Notes
Audio notes fields are used to associated audio with the information of a recording. Note the audio itself is not indexed or searchable. The audio is entered by using a the client PC microphone or headset. To generate fill in an audio note give the note a title then click the microphone to the right of the text box, the microphone will turn red, when you are done press the microphone icon again, the microphone will change to a speaker and delete icon. To review the audio note press the speaker icon, to delete the audio note press the delete icon.
- ) Empty audio field.
- ) Audio field with associated audio.
Multi-Select
Multi-Select fields are used when the user wants a pre-defined list of options but may want to select more than one option. Multi-Select fields can be optional or required.
- ) Populated multi select field shown.
Changing Information Templates
If more than one template is associated with a users group they will have the option to switch templates. To do this simply use the drop down at the top next to template and select the desired template.
- ) Counseling Template selected.
- ) Changed to Counseling Template 123.
