Creating Parent Templates

A Parent template drives the look and feel of your consent documents. Child documents (for example, Procedures) will all have the same look if they are attached to the same parent. Parent templates are associated to Child documents through the Document Activity Profiles. Here are the instructions for creating a new parent template:

1. Select File -> New.
   
   
   
   Create a name for your template and select Parent as the Document Type. It is suggested that you enter your initials and date of creation in the description box for future reference.
   




2. Click the Create New button.
   
   A blank template will open. Use the Insert Field button at the top of the screen to add existing Dialog Medical fields and fields you have already created. Use the Create Field button to create new fields.
   
   The following is an example of a parent template (in progress):
   
   
   
   

Field Order

Once you have added the necessary text and fields to your parent document, you will want to establish the Field Order. The Field Order represents the order in which the fields are presented to the user on each panel of the wizard.

Click the Field Order button at the top of your parent document.

The PB items (Page Break) represent the panels in the wizard and the fields that are displayed on each panel. If you want to move a field to a different panel, use the Move Up and Move Down buttons. You may have multiple fields assigned to a page as long as they all fit on the panel.

In order for a panel to display in the wizard, it must contain a field that is either required or enabled and requires an answer. If there is already a value assigned, it will not appear in the wizard, unless you have it set to Step by Step presentation mode in the DAP. To find out if a field is required or enabled, open the field by double-clicking on it in the parent. In the example above, the fields Procedure, Benefits, Risks, and Alternatives will not appear to the user in the wizard because they have default values.

You may also attach a title to each panel of the wizard. Click on the PB line and then click Properties.

From here, you may enter a title for the page and designate an alternative helptext file or point to a URL for either the “Help” or “Policy” tabs. When you are finished, click Return to Presentation Order.

Example: If your panel contains fields for blood and anesthesia options, you may want to name the panel “Blood and Anesthesia Options”.

Rules

Rules define relationships between fields. In general, there are three types of rules:

1. Change the value of a target field when the source field value changes
2. Enable or disable a target field depending on the value of the source field
3. Make a target field required/not required depending on the value of a source field

To add a rule, open the parent template, click on the Field Order button and then click the Rules Wizard Button.

In the following example, we will add a rule to the “Blood Products Yes/No” field. If the user selects YES, blood products are expected, then we want to enable the field “Consent for Blood Products”. If the user selects NO, blood products are not expected, then we want to disable the field “Consent for Blood Products”.

1. Select Add New Rule and click Next Step.
   
   
   
   In the first box, we want to select our rule to apply. In this case, we want to enable the field “Consent for Blood Products” when the user selects Yes to the Blood Products Yes/No question. Therefore, we will choose Enable target field when the source field is a specific value. In the second box, we designate our source field, which in this case is Blood Products Yes/No. In the third box, we select the value which triggers the action. We have to find out what the value of the list option “Yes” is for this field. To do this, we open up the field Blood Products Yes/No (ideally, we would have done this before we set up the rule).
   
   
   
   Then we would click on the List Options tab at the top of the window.
   
   
   
   Click on the “Yes” option and then click the Edit button.
   
   
   
   Note that the Numeric Value is 1. This will be our “Trigger Value” for the rule.
   
   
2. Going back to our Rules Wizard, we click Next.
   
   
   
   Add your target field to the box on the right side. In this example, our target field is Consent for Blood Products. This field will ask the user if the patient consents or refuses blood. We want the wizard to enable this field when we choose YES to the Blood Products Yes/No question. Click Finish. You will receive a confirmation that your rule was added successfully. Notice that the program automatically created an opposite rule for you. Now the wizard will only prompt for Consent for Blood Products when the user answers YES to the Blood Products Yes/No question.
   
   
   
   
3. Click Cancel. You will return to the Field Presentation Order Screen.
   
   
   
   
4. Click the Validate button. You should receive a confirmation that your page breaks and rules validated successfully.
   
   
   
   
5. Click OK and make sure to select File -> Save to save your parent template.
6. Don’t forget to assign a Document Activity Profile to your Parent Template. For information on DAPs, please see the section titled Document Activity Profile (DAP) - Description.

TIP 1: The target field for the enable/disable or required/not required rules must be on a later page than the source field. If you change the presentation order after creating the rule(s), the document may fail validation.

TIP 2: If you want to see if a field has a rule associated with it, open the Field Presentation Order screen.





Look in the column “Has Rule” and look for Yes. Right-click on that line and click Field Rules.





After viewing the rules, click Return to Presentation Order or OK to exit.