RMS Manager Template Creation
Correspondence regarding this publication should be directed to:
Executive Information Services
1396 NE 20th Avenue, Suite 100Ocala, FL 34470
Phone: (208) 580-0400FAX: (775) 201-7575
E Mail: support@goeis.net
Contents
Executive Information Services PAGEREF _Toc164691445 \h 0
Contents PAGEREF _Toc164691446 \h 1
Template Overview PAGEREF _Toc164691447 \h 2
Security Permission PAGEREF _Toc164691448 \h 2
Adding a New Template PAGEREF _Toc164691449 \h 2
Searching For a Template PAGEREF _Toc164691450 \h 3
Modifying an existing Template PAGEREF _Toc164691451 \h 3
Template Overview
A template is a predesigned document that an administrator creates using RMS Manager. The template contains a specific layout, style, design, and text standard for everyday use, such as a particular format for a narrative, taser deployment, perjury statement, etc. In most cases, you would only have to change the words to make them your own, which makes work more efficient. Many templates can be created; however, this application note will cover step-by-step instructions to guide you through creating a template for a narrative.
Security Permission
Accessing the RMS Manager Application is quick and easy. To use it, you must have the RMS permissions displayed below assigned to you in the RMS Security Management Application (AAC).
Adding a New Template
Once security permissions have been established and you create a template, you can use it repeatedly. Your new template will be saved and can be updated at any time. Follow the step-by-step instructions below and begin managing your narrative template formats.
Module – Enter a specific module. Click in the field and then F1. This will provide you with a list of modules available for template use.
Context – Add a specific context such as ‘Narrative.’ This will provide you with a list of narratives created using the context, ‘Narrative.’
Subject, Description, and Narrative Key: You may enter data in these fields. These fields can be easily searched as well. See ‘Searching for a template’ below.
Note: The template will display under the standard text button in the narrative section of your report; see below. Depending on your agency's RMS refresh rate, it will take up to 24 hours to be available for use. If you need it to appear sooner, call the support desk at 208-580-0400.
The [Standard Text] button gives you a list of templates and standard text segments to insert into your narrative at the current cursor position. Once inserted into your narrative, you can edit as desired. Be sure to save your work.
Searching For a Template
Open RMS Manager and click on Templates. A Templates Management screen will display. On this screen, you may search for a module already created using several different search tools in the quick search area. Results will be displayed based on your search criteria in the results window.
Module – You may search for a specific module. Click in the field and then F1. This will provide you with a list of modules available for template use. A template may or may not be created.
Context – Search for specific context such as ‘Narrative.’ This will provide you with a list of narratives created using the context, ‘Narrative.’
Subject, Description, and Narrative Key: You may search for any data entered in these fields. Our system uses an ‘auto wildcard’ to provide quick results on the words you search. For instance, if you do not know the exact spelling, the auto wildcard will deliver results on any words spelled that way.
Modifying an Existing Template
Modifying an existing template is fast and easy to do. To start:
Search for the template using the instructions provided above.
Open the template by double-clicking the line item in the results window.
Make any modifications to the template and click ‘Save.’
Note: Any modifications will take approximately 15 minutes to 24 hours to display, depending on your agency RMS Refresh rate.
Source: RMS Manager Templates.docx