Your Work Templates page
To learn about the Work Templates and how to create Fragment Template, Work Template, you will need to:
A tour around the Work Template on Obzervr Manager to learn the basics about Work Template
How to use Fragment Templates to step-by-step create fragment templates to use
How to create a Work Template on Obzervr Manager
If you have completed these three steps and successfully created your Work Template, this article covers the steps you could take to manage your templates.
This figure shows what information you can get from the Work Template page about the Work Templates.
How to edit your Work Template?
Navigate to Wok Template page in Obzervr Manager from the side menu.
Select a Work Template you want to edit and click on the edit icon.
A new tab is opened in the browser with the Work Template Designer page with the selected Work Template.
Click on Draft to make the Work Template to a draft
Edit the template as need (change configuration, add/remove section, add/remove field, etc)
- Update the version as needed by clicking oh the Work Template name.
Save and publish the Work Template to apply changes.
The figure below is the summary of the Manager Work Template Designer.
What is the difference between Work template drafts and the published Work templates?
The Work Templates drafts are created in order to allow the User to edit the draft as many times as needed before finally publishing the draft. If the User needs to edit the Published version of the Work Template, the User needs to create a draft of the published Work Template first.
The User can create as many versions of the drafts as needed. Also, a feature called “Draft Count” is included so that the user is aware of the number of drafts created for a particular Work Template.
Is it possible to Import or Export Work Templates?
In order to use the same Work Template again, the new feature allows the User to import and export the Work Template once created. This helps the User to avoid creating similar forms again and again.
You have now created a Work Template and learnt how to manage them. You could have a look at this article about the summary of settings for Work Template or continue with other features on Obzervr.
The User needs to publish the Work Template so it can be used on Obzervr Capture to create Assignments.
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