User guide

8- 8 LOCKOUT-PRO
TM
ENTERPRISE User Guide
Editing a Procedure Template
When you edit a LOCKOUT-PRO
TM
application template, all future procedures using that template will
be changed according to the edits you make. Existing procedures will retain the template format in
which they were created.
Each template can be edited separately. Changes to one will not display on another, even in areas that
are identical, such as the header. The general steps for editing templates are similar for all templates.
If you have Admin-level permissions, you can edit templates — whether for all user groups, or only
some — via the Admin option on the main menu. You must be working online to edit templates.
To edit a template:
1. From the Main Menu, click Admin.
2. From the submenu, select either:
• All Groups: To change a template for all user groups enterprise-wide.
•
Specific Group : Choose from the names on the list (a checkmark will display by the group you
select).
Note: Until you make a selection of either a specific group or all groups, the Edit Template
option on the Admin menu is greyed-out and not available to access.
3. In the Select Template window, check the printer that displays in the Printer field.
• To modify the template for that printer, continue to the next step.
• To modify the template for a different printer, first switch to that printer by clicking the down-arrow
and selecting it from the list.
4. In the Select Template window, click one of the template forms that you want to edit, then click OK.
5. In the Edit Template window, verify that the template displayed is for the form and printer
combination you chose. If not, close the window and start again at step 1.
Note: The preview zoom factor is set to show the width of the template. To change
magnification, click the zoom in/out controls at the top of the window. If you zoom in so that
the page no longer fits in the window, horizontal and vertical scroll bars will display so you
can scroll to all areas of the template.
6. To determine if an area is editable, click that area in the preview window. If you can edit this area,
an editing box consisting of a black outline with square black “handles” will display around that
area.