The Templates tab allows users to utilize a manager and editor to create data entry templates that provide default values for new vials. Templates can contain single or multiple lines to handle sets of vials that are expected to arrive together. In addition to storing literal text, there are several template commands or functions which can also be used for providing default values for fields. Users must have permission to access this module.
Templates are stored in a hierarchical directory structure. All users can view and use any other user’s templates. Users can save templates in their own directory or the institution directory, depending on role permissions. A local administrator can also save templates in any directory belonging to their institution. Templates can be used for several purposes in BSI, including:
- Defaulting data and arranging field order in a shipment or a Data Entry add batch
- Arranging field order in a Data Entry modify batch or a Modify requisition task
- Setting a Requisition Column View Template
- Generating Sample Data
- Generating Specimens
- Fresh processing when transferring specimens from a shipment to a Data Entry batch prior to committing them
- Generating children in an Aliquot, Process, or Pool task.
The manager consists of a directory control on the left side and action buttons on the right. Using this interface, you can:
- Create a new template by pressing the New button to open the Template editor.
- View an existing template by selecting the template and pressing the View button.
- Edit an existing template by selecting the template and pressing the Edit button. After making any desired changes, click the editor’s Save button. Users will be prompted for the template’s name. Leaving the name the same will overwrite the existing template (this will not be allowed if it belongs to someone else). Entering a new name will save the template as a new template with the given name.
- Delete a template by selecting a template and pressing the Delete button.
The Template editor allows you to create new templates and edit existing ones. Users can create a template of a single line or of multiple lines. Shortcuts specific to adding new commands are listed in the dialog. Required fields are noted in the column header via red text and an asterisk in front of the field name. Requisition-specific fields are noted with "(req)" at the end of the field name.
The editor contains the following sections and buttons:
- Description - This optional, free-text field can contain any description a user finds useful.
- Commands - Lists common template commands and their keyboard shortcuts. Using one of these shortcuts copies the command text into the current template cell. Users can also type the value by hand. The following commands are available:
- Previous Command
- Increment Command
- Copy Command
- Concatenate Command
- Today Command
- Now Command
- Next BSI Id Command
Example: Marie is a BSI user responsible for data entry. She found that the process of entering data for each sample to be very tedious and worried that she might make errors. Fortunately her coworker Antoine knew how to make Marie’s job easier by showing her how to create and use templates. Since Marie gets three specimens per subject and each have several qualities in common such as Material Type, Study ID, and Volume, these fields could be defined in the template. When Marie starts a new Data Entry batch, she selects her template and sees that the pre-defined values are correctly auto-populated under the field headings.
Value table - The main component of the editor, this shows the template’s lines. These fields are edited much like those in the Data Entry editor.
Close button - Closes the template. If a user has made changes, they will be prompted to save.
Save button - Saves the template without closing the editor.
Insert button - Inserts a row above the currently selected row in the template.
Delete button - Deletes the currently selected row or rows from the template.
Print button - Prints the contents of the template.
Select Rows button - Opens the Specify Rows to Select dialog that can be used to select rows in the Value table.
Hide/Show Columns button - Opens the Standard Selection Dialog to allow users to choose the default field display for batches using this template. This has no effect on the data that the template provides; default values can be (and often are) given for fields that are hidden.
Limit Selection - For fields that have an associated code list, this option will exist in the right mouse button menu. It allows users to specify which items from the code list will, by default, be shown for the chosen column when using the template. Users can view all codes in the associated code list by unchecking the checkbox labeled Show Limited Selection on the Select Codes dialog.
Automatically Assign Locations - This checkbox will automatically save new Data Entry batches and open them to reserve locations after batch properties have been confirmed.