Accreditation Management: Making Edits To Your Report’s Outline

Once activated, an Accreditation Template constructed in the Administration tab serves as the cornerstone for your report’s outline. There are, however, changes you can make to its structure after your report has been activated in the Edit Outline tab.

This Quick Guide will help you understand what updates can be made your template/outline once you launch your report

This Quick Guide will help you understand what updates can be made your template/outline once you launch your report

 

Edits That Can Be Made

  1. Change the Report Title
  2. Update the Reporting Period
  3. Add additional standards* (*Nomenclature may differ based on your template settings)
    • Commonly, customers recognize a need for appendices, histories, and introductions to be added to their report even though they were not planned for in the template outline.
      • To add a new first level standard, select green plus that reads Add another…Give the first level standard a title and hit Enter to Save
      • Once your first level standard has been added, a similar option will populate below it allowing you to add second level standards. Give the second level standard a title and hit Enter to Save

Changing the title of your report

Changing the title of your report

  1. Hide Standards
    • Select the drag and drop by any first or second level standard to hide it from the report outline and any ensuing export. Repeat this behavior to make the standard visible again.
  2. Reorder your report
    • Select the drag and dropby any first level or second level standard and drag and drop it to rearrange its place in the outline

A view of how you can hide standards and rearrange them.

A view of how you can hide standards and rearrange them.

Note:

  • When adding additional standards, descriptive text cannot be added.
  • When editing existing standards, descriptive text cannot be modified.
  • Report nomenclature configured in the template cannot be changed once the report is active.

 

 
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