Difference between revisions of "Section Designer"

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(Created page with "It is recommended that you read CreateANewPDFDocument before completing the process explained below. 1) Click the Reports icon. file:reports_button.jpg 2) On the View or...")
 
 
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It is recommended that you read [[CreateANewPDFDocument]] before completing the process explained below.
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If you have not already created an editable document, follow the steps in '''[[Create A New Document]]''' above before proceeding.  
  
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1) Click the Reports icon.
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1) Click the '''Reports''' icon.
  
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file:reports_button.jpg
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[[file:Reports_icon.png‎]]
  
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2) On the View or Create a PDF tab, make sure the custom layout you want to edit is highlighted in the list.
 
  
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file:ReportsViewOrCreateCustomAAP.png
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2) Click on the document that you created.
  
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If you want to change the text of the existing sections, or create a new section of narrative to add to your custom layout, click on the '''PDF Section Designer''' tab, and follow the instructions below.  If you only want to remove, add or re-arrange existing sections, skip to [[PDFLayoutDesigner]].
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[[file:Reports-Documents Custom AAP 8-8-14.png]]
  
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3) On the PDF Section Designer tab the list of standard and user-created sections is shown on the left side.  If you want to use one of these existing sections and just make changes to it, click on it in the list, then click the copy button.
 
  
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file:pdfsectionactionoriented.png
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3) Click the '''Section Designer''' tab.  The list of available sections is shown on the left side.
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:a. If you want to make changes to one of the existing sections, click on it in the list, and then click the '''Copy''' button. This copies the section you highlighted, and automatically names it '''COPY OF: _____________'''. 
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:b. If you want to create a new section, click the '''Add''' button.
  
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This will copy the section you have highlighted, and automatically name it ''COPY OF:xxx'' and is now selected with the text shown on the right side of the window.
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[[file:Report Options Section Designer.png‎]]
  
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file:pdfsectiondesignercopyactionoriented.png
 
  
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4) Edit the section text using the ''Text Entry Field'' descriptions below as a guide.
  
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==Text entry fields:==
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[[file:Reports Section Designer Copy AOP.png‎]]
  
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Text entered into the entry field is saved automatically - no need to push a save button!
 
  
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'''Section Description:''' the title of the section can be changed by typing in the text box.  When this is edited, the name of the section will change in the list of sections on the left side of the screen.  This serves to identify the section, it is not printed on the actual report.
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==Text Entry Fields:==
  
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'''Page Header:''' This is what will be at the top of the section in bold in the narrative text, and can be changed to suit your needs.
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The sections below can be changed in the '''Section Designer''' tab by typing new or overwriting the text in the boxes beside them.  While you are editing the fields, keep in mind the following:
  
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'''Page Sub-Header:''' This will be directly under the Page Header, also in bold, and can be changed to suit your needs.
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• Some of the document sections listed on the left side of the '''Section Designer''' tab cannot be copied or edited. <br>
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• There are no editing functions available in the '''Section Designer''' tool, such as bold, indent, etc. If you plan extensive editing and wish to use word processing functions, we suggest that you publish your final AAP to Word rather than PDF format.  <br>
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• Text entered into the fields is saved automatically when the '''Close''' button is pressed.<br> 
  
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file:report_header2.jpg
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'''Section Description:''' The text in the '''Section Description''' field serves to distinguish the section from others in the '''Sections''' list. This title does not appear on published reports. 
  
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'''Bookmark Text:''' This will be the name of the bookmark in the PDF document when the PDF Document is published.
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'''Page Header:''' The text entered into the '''Page Header''' field appears in bold text at the top of the section’s page in the narrative of the AAP.  This header is represented by the words “Action Oriented Programs” in the example below.
  
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file:pdf_bookmark.jpg
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'''Page Sub-Header:''' The text entered into the '''Page Sub-Header''' field appears in bold directly under the page header.  This header is represented by the words “41 C.F.R. Section 60-2.17(c)” in the example below.
  
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'''Content:'''  This is what will be in the main body of the section.  Text is standard and cannot be formatted to be bold, italic, etc.  There are certain items that can be automatically inserted into the narrative text, using special coding.  Items entered into the PlanInformation screen on the General Info & Narrative Info tabs can be inserted automatically into the narrative.  The following images show what codes will translate into the respective fields from the Plan Information screen.
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::[[file:Action_Oriented_Program_Heading.png‎]]
  
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file:general_tab_copy.jpg
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'''Bookmark Text:''' Text entered into the '''Bookmark Text''' field is the name that is given to the section’s bookmark in the published PDF document.  An example is shown below.
  
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file:narr_info_tab_copy.jpg
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[[file:Action Oriented with Bookmark.png]]
  
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'''Please note''' the above images are for explanation only, and you should fill out the information as it should appear in your plan in the Plan Information screen.
 
  
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'''''Additional things to note:'''''
 
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There are no editing functions available such as bold, indent, etc. If you plan extensive editing and wish to use word processing functions, we suggest following the instructions on the CustomizingYourNarrative page.
 
  
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To insert these special fields into the Content text, type them '''''exactly''''' as they appear in the list below into the '''Content''' section in the '''PDF Designer''' where you want the correlating information to show up. (copy~/pasting them directly from this page is recommended)
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'''Content:'''  This text appears in the main body of the published section. The text is standard and cannot be formatted to be bold, italic, etc. Items that appear in the '''General Info''' & '''Narrative Info''' tabs of the '''Plan Information''' window can be inserted automatically into the narrative by using “@@”symbols as shown in the '''Content''' box of the image below.  
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@@Company@@
 
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@@Company_Dunn__Bradstreet_@@
 
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@@Employer_ID_@@
 
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@@Company_EEO1@@
 
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@@EEO_Contact@@
 
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@@EEO_Company@@
 
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@@Address_1@@
 
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@@City@@
 
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@@State@@
 
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@@Zip@@
 
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@@EEO_Contact_Phone_@@
 
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@@Parent_Company@@
 
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@@Parent_Dunn__Bradstreet_@@
 
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@@Parent_EIN@@
 
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@@Parent_EEO1@@
 
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@@Executive_Officer@@
 
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@@Executive_Officer_Title@@
 
  
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@@User_Name@@
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[[file:Reports Section Designer Copy AOP.png‎]]
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@@Date@@
 
  
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The User Name & Date fields are not found on the Plan Information screen.  To access the User Name field, click on '''Utilities''' at the top of the screen, and then '''Options...'''
 
  
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file:username.jpg
 
  
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In the options window, click on the '''User''' tab on the right side & enter desired user name in the text box and click '''OK'''.
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To insert fields into the '''Content''' text, type them exactly as they appear in the list below.  The @@Company@@ entry pulls text directly from the '''Plan Name''' field of the '''Plan Information''' window’s '''General Info''' tab.  The @@User_Name@@ entry pulls from the '''User''' tab of the '''Utilities''' menu’s '''Options''' window.  The @@Date@@ entry inserts the current date when the document is published.  All others listed below are pulled directly from the '''General Info''' tab of the '''Plan Information''' window.
  
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The Date field will insert the current date at the time the PDF is published.
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@@Company@@<br>
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@@User_Name@@<br>
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@@Date@@<br>
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@@Company_Dunn__Bradstreet_@@<br>
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@@Employer_ID_@@<br>
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@@Company_EEO1@@<br>
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@@EEO_Contact@@<br>
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@@EEO_Company@@<br>
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@@Address_1@@<br>
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@@City@@<br>
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@@State@@<br>
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@@Zip@@<br>
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@@EEO_Contact_Phone_@@<br>
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@@Parent_Company@@<br>
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@@Parent_Dunn__Bradstreet_@@<br>
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@@Parent_EIN@@<br>
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@@Parent_EEO1@@<br>
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@@Executive_Officer@@<br>
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@@Executive_Officer_Title@@<br>
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@@PlanStartDate@@<br>
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@@PlanEndDate@@<br>
  
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Please note:  Some of the PDF Sections listed on the left side of the PDF Section Designer tab cannot be copied for edit because they are for use by the software only to generate standard reports.  There is a list of them here: [[PDFSections]]
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After you create custom sections, insert them into the layout of your document by using the '''Layout Designer''' tool.   
  
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After all the custom sections have been made, they will need to be inserted into the overall layout of your PDF. See: [[PDFLayoutDesigner]]
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Please note: Some of the sections listed on the left side of the Section Designer tab cannot be copied for edit because they are for use by the software only to generate standard reports. A list of these sections may be found in [[Document Sections]].
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Proceed to [[Layout Designer]].
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© Copyright Yocom & McKee, Inc.

Latest revision as of 21:38, 8 August 2014

If you have not already created an editable document, follow the steps in Create A New Document above before proceeding.

1) Click the Reports icon.

Reports icon.png


2) Click on the document that you created.

Reports-Documents Custom AAP 8-8-14.png


3) Click the Section Designer tab. The list of available sections is shown on the left side.

a. If you want to make changes to one of the existing sections, click on it in the list, and then click the Copy button. This copies the section you highlighted, and automatically names it COPY OF: _____________.
b. If you want to create a new section, click the Add button.

Report Options Section Designer.png


4) Edit the section text using the Text Entry Field descriptions below as a guide.

Reports Section Designer Copy AOP.png


Text Entry Fields:

The sections below can be changed in the Section Designer tab by typing new or overwriting the text in the boxes beside them. While you are editing the fields, keep in mind the following:

• Some of the document sections listed on the left side of the Section Designer tab cannot be copied or edited.
• There are no editing functions available in the Section Designer tool, such as bold, indent, etc. If you plan extensive editing and wish to use word processing functions, we suggest that you publish your final AAP to Word rather than PDF format.
• Text entered into the fields is saved automatically when the Close button is pressed.

Section Description: The text in the Section Description field serves to distinguish the section from others in the Sections list. This title does not appear on published reports.

Page Header: The text entered into the Page Header field appears in bold text at the top of the section’s page in the narrative of the AAP. This header is represented by the words “Action Oriented Programs” in the example below.

Page Sub-Header: The text entered into the Page Sub-Header field appears in bold directly under the page header. This header is represented by the words “41 C.F.R. Section 60-2.17(c)” in the example below.

Action Oriented Program Heading.png

Bookmark Text: Text entered into the Bookmark Text field is the name that is given to the section’s bookmark in the published PDF document. An example is shown below.

Action Oriented with Bookmark.png


Content: This text appears in the main body of the published section. The text is standard and cannot be formatted to be bold, italic, etc. Items that appear in the General Info & Narrative Info tabs of the Plan Information window can be inserted automatically into the narrative by using “@@”symbols as shown in the Content box of the image below.

Reports Section Designer Copy AOP.png


To insert fields into the Content text, type them exactly as they appear in the list below. The @@Company@@ entry pulls text directly from the Plan Name field of the Plan Information window’s General Info tab. The @@User_Name@@ entry pulls from the User tab of the Utilities menu’s Options window. The @@Date@@ entry inserts the current date when the document is published. All others listed below are pulled directly from the General Info tab of the Plan Information window.

@@Company@@
@@User_Name@@
@@Date@@
@@Company_Dunn__Bradstreet_@@
@@Employer_ID_@@
@@Company_EEO1@@
@@EEO_Contact@@
@@EEO_Company@@
@@Address_1@@
@@City@@
@@State@@
@@Zip@@
@@EEO_Contact_Phone_@@
@@Parent_Company@@
@@Parent_Dunn__Bradstreet_@@
@@Parent_EIN@@
@@Parent_EEO1@@
@@Executive_Officer@@
@@Executive_Officer_Title@@
@@PlanStartDate@@
@@PlanEndDate@@

After you create custom sections, insert them into the layout of your document by using the Layout Designer tool.

Please note: Some of the sections listed on the left side of the Section Designer tab cannot be copied for edit because they are for use by the software only to generate standard reports. A list of these sections may be found in Document Sections.

Proceed to Layout Designer.

© Copyright Yocom & McKee, Inc.

Retrieved from "https://yocom-mckee.com/wiki2/index.php?title=Section_Designer&oldid=2006"