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Manage Templates

November 2019 Release

Overview

This screen enables you to create and manage a set of Farm Plan Templates at the Account level. Farm Plan Templates maintained here can be assigned to individual Farm Plans later and then edited for Farm specific use.

 

View Template List

When you select Manage Farm Plan Templates from the menu, it will present a screen similar to what is displayed below. The list will be sorted alphabetically first by Type, second by Class, third by Category and fourth by Template name. The information on the screen is as follows:

  • Search templates field - entering the full or partial (minimum of 3 letters) name of a template will filter the list and eliminate templates that do not match the entry. To see the full list again, delete the entry in the search bar.

  • Show disabled check box - if selected, it will show all disabled templates. These will be differentiated by light gray type. 

  • SELECT ACCOUNT button

    • If the user has access to only one Account, it will be pre-selected, the button disabled and the template listing for the account will be displayed

    • If the user has access to multiple Accounts:

      • The SELECT ACCOUNT button will be enabled and no templates will be listed until an Account is selected

      • Once an Account is selected, it will display the template listing for the Account

  • CREATE TEMPLATE - if selected, it will open a new screen to add a new template name, Type, Class, Category (where applicable) and associated events

  • Type - indicates the Type. Current options are: Farm, Cattle, Deer, Sheep

  • Class - indicates the Class based on the Type selected

    • Farm - Admin, Health & Safety, Land, Staff and Stock

    • Cattle - Calf, R1, R2 and Mixed Age

    • Deer - Calf, R1, R2 and Mixed Age

    • Sheep - Lamb, Hogget, 2 Tooth and Mixed Age  

  • Category - indicates the Category associated with the Class from above.

    • Farm

      • Stock - Cattle, Deer and Sheep​

      • Admin, Health & Safety, Land, Staff - no Categories

    • Cattle - Bull, Cow/Heifer, Mixed and Steer

    • Deer - Hind, Mixed and Stag

    • Sheep - Ewe, Mixed, Ram and Wether

  • Template Name - select the name (hyperlink) to access the template details for viewing or editing.

  • # of Events - shows the number of events in the template

  • Date - will show either the last date edited or "Default" if it is a pre-populated template. 

  • Overflow Menu

    • Edit​ - allows you to view or edit details of any non-Default template

    • View - only listed for Default templates. Shows template details but does not allow editing. 

    • Copy - opens a new screen with all template details except name. A name must be added before the template details can be edited.

    • Disable - if selected, this will present a dialog to confirm disabling. If confirmed, the template will be hidden from the screen (if the Show disabled checkbox is not selected). In addition, disabling a template will make it unavailable to add to a Farm Plan. 

      • Note: the overflow menu item will be labeled "Enable" if the template is currently disabled.

 

View Template Details

When the Template Name (hyperlink) is selected from the list of templates or Edit or View (for Default) is selected from the row overflow menu, a screen similar to what is displayed below will be presented. The information on the screen is as follows:

  • Template Summary 

    • Template Name (not editable)

    • Type (not editable)

    • Class (not editable)

    • Category (not editable) - blank for Farm Classes - Admin, Health & Safety, Land, or Staff

    • ADD EVENT - Selecting this will open a window to add a new event to the template (inactive if Default)

    • SAVE - inactive for previously saved or Default templates. Active for Create Template or Copy screens.

  • Template Details

    • Order - lists the order of events based on lead time (days) from Template Start. If the lead time is the same for two events, the order will be determined based on Event Name alphabetical order

    • Event - the name of the event

    • Type - the type of the event (Farm, Service or Treatment)

    • Dependent Event - the name of the dependent event or Template Start if this is selected as the dependent event.

      • Note: If the dependent event is listed more than once in the template, its order number will be shown to the right of it ​

    • Lead/Lag Days - Lead (negative number) days before or Lag (positive number) days after the dependent event or Template Start

    • Purpose - a brief description of the purpose of the event

    • Overflow Menu

      • Edit​ - will open an overlay box with the details of the event assignment for edits

      • View (Default templates only) - will open an overlay box with the details of the event assignment for viewing (no editing)

      • Delete (not shown for Default templates) - will open an overlay box to confirm deletion of the event assignment from the template

 

Add Event Assignment

To add an event to a template, select ADD EVENT. This will open an overlay box where you can

  • Search by event name by typing in the first 3 letters of the event name. This will present a list of matching event names. 

  • Once an event is selected the event name will be placed in the search bar

  • Do the same for the dependent event name or select the checkbox next to Template Start

    • Notes: 

      • Dependent event names available in search will be limited to events currently assigned in the template​

      • If an event has been added to the template previously more than once, it will be displayed with its current template order number after it in the search results - e.g. Drench (10), Drench (25), etc.

      • Example - A Treatment event named "Drench" is added to the template with a 14 day lag time after Template Start which makes its order number 10. Later, the same event is added to the template with a -7 day lead time before "Mating" event which makes its order number 25. The next time that Drench is searched for as a dependent event, the search results return "Drench (10)" and "Drench (25)" to select from. 

  • Enter the number of lead (negative number) days before or lag (positive number) after either the dependent event or Template Start date (can be zero if the events should occur on the same day) 

    • Note: The lead days available will be limited to a negative number that makes the event coincide with the Template Start ​

  • Select SAVE which will:

    • Remove the overlay box

    • Place the event assignment details in the table and update the order numbering based on the dependent event, lag time and event name. E.g. if two events (A Event and B Event) are listed 7 days after Template Start and they are the only events in the template, "A Event" will be order #1 and "B Event" will be order #2.

 

View Event Details

To view the Event Details of an Event or Dependent Event, select the Event Name hyperlink which will open an overlay box with the Event details. The event can not be edited here.

 

Edit Event Assignment

To edit the event assignment (non-Default templates only):

  • Select Edit from the row overflow menu

  • This will open an overlay box similar to what is shown below

  • If edits are made to any of the event assignment details the SAVE button will turn green.

    • If Dependent Event Name is changed, the Lead/Lag Days will be deleted and a new entry required

    • If Template Start is selected as a change from a dependent event, the dependent event name will be deleted and Lead/Lag Days will be deleted and a new entry required

    • If Template Start date is deselected, the Lead/Lag Days will be deleted and a new entry required

    • The lead days available will be limited to a negative number that makes the event coincide with the Template Start

  • Select SAVE which will:

    • Update the event assignment details in the template details table

    • Based on changes made to dependent event and Lead/Lag Days, it may change the order of the event and position in the table

 

Delete Event Assignment

To delete an event assignment (non-Default templates only):

  • Select Delete from the row overflow menu

  • This will open a overlay box similar to what is shown below if the selected event does not have other events dependent on it

  • Select CANCEL to remove the overlay box and keep the event in the plan.

  • Select DELETE to remove the event from the plan. This will update the ordering of events in the template.

 
  • If the selected event does have other events dependent on it, it will open an overlay box similar to what is shown below.

  • Select CANCEL to remove the overlay box and keep the event in the plan.

  • To DELETE the event:

    • Either search for a new dependent event or select Template Start checkbox - this will enable the DELETE button

    • To search for and select a new dependent event name

      • Type in the first 3 letters of the event name. This will present a list of matching event names. 

      • Once an event is selected the event name will be placed in the search bar and the DELETE button will enable.

      • Note: Dependent event names available in search will be limited to events currently assigned in the template​

 

Create Template

To create a new template:

  • Select CREATE TEMPLATE button

  • This will open a new screen similar to what is shown below

  • Enter a template name

  • Select the Type - this will activate the Class button

  • Select the Class - this will activate the Category button (unless Type: Farm - Class: Admin, Health & Safety, Land, Staff)

  • Select the Category - this will activate the SAVE button (not required if Type: Farm - Class: Admin, Health & Safety, Land, Staff)

  • Note: the ADD EVENT button will remain disabled until the event is saved

  • Once SAVE is selected, this will :

    • Check for duplicate name, Type, Class and Category - if this matches an existing event, it will display an error message

    • If it is not a duplicate, it will

      • Change the page title to Edit Template

      • Disable the name, Plan Type, Plan Class, Gender & SAVE button

      • Enable the ADD EVENT button so events can be added to the new template

 

Copy Template

To copy an existing template to create a new template with similar events that can then be edited:

  • Select Copy from the overflow menu

  • This will open a new screen similar to what is shown below with all details of the copied template shown except name

  • Enter a template name - this will activate the SAVE button. Only select Save at this point if the Type, Class and Category are correct.

  • Use the drop down arrows to change the Type, Class or Category. Depending on which fields are changed, this may affect the other fields and disable the SAVE button. For example, if the Type is changed to Farm, this will:

    • Enable the Class button

    • Disable the Category button and change to "CATEGORY"

    • Disable the SAVE button

  • Once all required fields are completed and SAVE is selected, this will:

    • Check for duplicate name, Type, Class and Category - if this matches an existing event, it will display an error message

    • If it is not a duplicate, it will:

      • Change the page title to Edit Template

      • Disable the name, Type, Class, Category & SAVE button

      • Enable the ADD EVENT button so events can be added to the new template

      • Add the row overflow icon to all rows to enable editing or deleting event assignments