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How to Create a Custom Training Plan Template

Before creating a custom uReport template it is important to understand how the templates work. The templates are designed to use Microsoft Word mailmerge fields to reference desired Wisenet data fields.

Warning: You should only proceed if you have an intermediate level of technical and problem solving skills.

Learn how Regions and Fields work before proceeding further.

Before you begin

Required Knowledge: Training Plan | uReport

Required LRM Access: Admin only

While these steps are not hard, they do, however, require very careful attention to detail.  Therefore, we strongly recommend that you have an intermediate level of technical and problem solving skills.

1

Create from a Generic Template OR Create from your own document

It is recommended to download and modify an existing template as it reduces the amount of work and chance of error

  1. Find and Download a generic template specific to your requirements
    1. Navigate to LRM > Reports
    2. On the Left Navigation Bar, Click on uReports Templates
      • The generic templates are listed grouped by Template Type
    3. Find the relevant generic template that you wish to download and click on the Template Name
    4. Save the file onto your computer
  2. Modify the Custom Template
    1. Understand the specific design considerations and adjust accordingly
    2. Update the Layout and Format
      • Includes fonts, spacing, logos etc
      • The are many Tips and Tricks for formatting
    3. Add/Remove any additional Fields or Regions
  3. Once finished Save your document to your computer
  4. Proceed to Upload a Template below

Now that you have finish designing your template you need to:

  1. Upload the Template
  2. Test the Template
    • It is vital that after uploading a new version of a template that you test to ensure it is working as expected
    • This needs to be done by Generating the uReport Template

Even thought you are modifying your own template to become a uReport Template, you should still download a generic template and copy over specific template elements.

  1. Find and Download a generic template specific to your requirements
    1. Navigate to LRM > Reports
    2. On the Left Navigation Bar, Click on uReports Templates
      • The generic templates are listed grouped by Template Type
    3. Find the relevant generic template that you wish to download and click on the Template Name
    4. Save the file onto your computer
  2. Modify your own Document
    1. Understand the specific design considerations and adjust accordingly
    2. Review downloaded generic template and copy over required elements
      • Required Main Region Start and End tags
      • Any additional tables for Units etc
      • Any additional fields
    3. Update the Layout and Format
      • Includes fonts, spacing, logos etc
      • The are many Tips and Tricks for formatting
    4. Add/Remove any additional Fields or Regions
  3. Once finished Save your document to your computer

Now that you have finish designing your template you need to:

  1. Upload the Template
  2. Test the Template
    • It is vital that after uploading a new version of a template that you test to ensure it is working as expected
    • This needs to be done by Generating the uReport Template
Next Step

Test the new template by Generating a Training Plan

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