Tell me about Template Management – Help Center | Teachme Communication

A report template defines the fields to be filled in when creating a report. This article summarizes the specifications for creating and configuring templates.

Overview

Creating and editing templates requires Template Manager or Administrator privileges.

Templates can be organized into folders. Creating, editing, and deleting folders is also done from Template Management.

Specifications

Field Types

Add a field using "Add Field" and then select its type. There are 21 types to choose from.

Text / Number / Time

Single-line Text
Multi-line Text
Number
Time (HH:mm)
Time Range

Selection

Dropdown Selection
Radio Button
Checkbox

File

File Upload

Number Aggregation

Number List
Auto-calculated…Calculates addition, average, or total from values in other fields
KPI (Target / Actual)

Man-hours / Work Records

Man-hour Input (By Category)
Man-hours + Number…Records which parts were produced, how many, and how many hours were spent
Work Record

Time-based Records…Records entries at fixed times.

Time-based Record (Number)
Time-based Record (Text)
Hourly KPI

Time Log…Saves entries together with the recorded time.

Time Log + Number
Time Log + Text
Time Log + Number + Text

Limits

Fields…Up to 50. The current count is shown as "(n/50)" on the edit screen
Field description text…Up to 1,000 characters
External links…Up to 10 per field. URLs must be within 1,000 characters; display names must be within 50 full-width or 100 half-width characters
Visibility Condition rules…Up to 5 per field
Edit History…Up to 5 entries are retained

Archive and Delete

Templates that are in use by reports cannot be deleted. If a template is no longer needed, please archive it
Archived templates cannot be selected when creating a report. Restoring a template later will make it selectable again
Templates in draft status also cannot be selected when creating a report

Settings Available per Field

Required…For Checkboxes, you can require "at least one," "all," or "specified ones"
Number Constraints…Minimum value, maximum value, and maximum number of digits
Visibility Condition…Toggles display/hide based on the input of other fields. Multiple conditions can be set using AND / OR. Up to 5 rules per field
Help Text…Adds a description to the input field
External Links…Can be configured per field. Allows you to attach links such as report writing manuals. Up to 10 links can be set per field

Submission Frequency

Choose from Daily, Weekly, Monthly, Custom, or Irregular.
Only one report per template is allowed per period (excluding Irregular).

Multiple Submissions per Day by One Person

When checked, the same person can submit any number of reports using this template on the same day.
The one-report-per-period limit also does not apply.

Field to distinguish entries in the list…Select one field whose value will be displayed in the My Reports and Team Reports lists (the selected field becomes required)
Selectable field types include single-line text, dropdown selection, radio button, number, date, time, and others
This option cannot be checked if there are no selectable fields in the template
If the selected field is deleted or its type is changed, it will switch to a different field
If there are no longer any selectable fields, the setting will be cleared

Other Settings

Available Units…You can restrict which organizations can use the template
Default Template…You can specify the template that is selected first when creating a report
Edit History…You can review the change history of a template and restore it to a previous version. Up to 5 entries are retained; once exceeded, older entries are deleted. Please be careful if there is a version you want to keep
Template Creation Assistant…You can create a template from images (up to 5) or screenshots of existing forms.
If you specify something like "I want to submit a report on every visit," the "Multiple Submissions per Day by One Person" setting will also be configured