Log Templates

Templates are used to automatically enter pre-defined information into a new Log or a new Referral. Templates can simplify the entry of information into new Logs and Referrals. For example, if there is information you always enter into a new Log you can create a template to automatically do this for you.

Templates may be shared with other offices or kept private for your office. When you Log in to CLIFF templates that become available to you are those that are shared or created by your Current Office. Note that even though you may have update access to other offices, their Templates will not become available to you until you switch to their office. This is to allow offices to have Templates with the same name, for example "New Log".

Selecting Log Template

The Log Templates available for you to use are displayed in a drop-down list in the User Toolbar at the top of the window.

To Select a Template

  • Click on the drop-down list and choose the Template you want to use.

    To Stop Using a Template

    • Click on the drop-down list and choose 'None'.

      • Setting Your Default Template

      You can have CLIFF automatically invoke a template for you when you Log in to CLIFF. This is done through your User Preferences.

      To Set Your Default Template

      1. Open your User Preferences.
      2. Select a Template from the Default Template drop-down list.
      3. Click Save.

        To Remove Your Default Template

        1. Open your User Preferences.
        2. Select 'None' from the Default Template drop-down list.
        3. Click Save.

        4. Creating a Log Template

        To Create a Log Template

        1. Choose Templates from the Administration menu. CLIFF displays the Templates window.


          Existing Templates will be displayed in the scrolling list. If only a few Templates have been defined they will all be displayed. However if there is a large number of Templates defined, CLIFF will automatically subset them by the first character of the current sort field (Label, Last Name, or Company). You may select other subsets by clicking on the alphabetic character in the header or click ALL to see all the templates.
          The office that created/owns the Template is shown in the right column. If you have access to several offices you will also see their Templates. Templates that are available to all offices will have 'Shared' in the Owned By column.

        2. Click on New Template to create a new template. The Template input screen is displayed.


        3. Enter the Label of the template. The label distinguishes the new template from other templates you create. Give it a meaningful name that lets you identify it quickly. Note that the name must be unique for all Offices.
          If you want to restrict access to the Template to a single Office, enter the Office Name. Otherwise leave Shared selected.
        4. Specify the default values. Enter default values that should be entered automatically every time a new Log is created.
          NOTE:Template information for Referrals will only be entered when a Referral is created.
        5. Click on Save to save the Template.