Editing/ ModifyingTemplates

Editing/ Modifying Templates

To begin, hover over your name in the top right corner of AgileRPM.

Click on My Templates in the drop down menu.

The system will navigate you to the Template Management page.

From the Template Management page, you can:

Create a New Template from scratch- Please refer to Building Templates document to walk you through creating a Template from scratch.
Create a New Template from Corporate Templates
Create a New Template from a Personal Template
Edit/ Delete Personal Templates

Select the Body Region or System from the drop down menu

You will have 2 options:

Select a Personal Template from the My Templates section of the drop down to modify.
Select a Corporate Template from the Corporate Templates section of the drop down to modify.

Modifying a Corporate Template

Select the Body Region or System from the drop down menu

Select a Corporate Template from the Corporate Templates section of the drop down to modify.

The Subjective, Objective, Assessment, and Treatment sections will display for you to open/ edit/ create for future use.
Make modifications to each section as necessary.

Once all modifications have been made:

Enter a New Template Name in the New Template Name Free Text area at the bottom for this modified template.

Click Save as New Template button.

This will now be listed as a Personal Template and will show under the My Templates section of the drop down menu.

Modifying a Personal Template

Select the Body Region or System from the drop down menu

Select a Personal Template from the My Templates section of the drop down to modify.

You will have two options:

Rename Current Template
Save Current Personal Template as a New Template

Please see below for further instructions on Renaming and Saving a Current Personal Template as a New Template.

Deleting Current Template

Select the Body Region or System from the drop down menu

Select Template you wish to Delete from My Templates section of drop down menu

Click the Delete Current Template button at the bottom of the Template

This will remove the selected Template from your Personal Templates and the My Templates section

Renaming a Personal Template

Select the Body Region or System from the drop down menu

Select the Personal Template you wish to Rename from My Templates section of drop down menu

IF no modifications are needed you can:

Simply enter a new name for the Personal Template at the bottom in the Rename section
- You will notice the Rename Current Template button will activate once a New Name is entered in the Rename field

IF modifications are necessary before renaming you can:

Make modifications to each section as necessary
Enter a New Name in the Rename field
Click on the Rename Current Template button at the bottom of the Template

Saving a Personal Template as a New Template

Select the Body Region or System from the drop down menu

Select a Personal Template you wish to modify from My Templates section of drop down menu

Make modifications to the Personal Template as necessary
Enter a New Template Name in the New Template Name field
- You will notice the Save as New Template button will activate once a New Name is entered in the New Template Name field

Click on the Save as New Template button at the bottom of the Template

Starting Over from a Previously Built Template

**Note: By choosing to Start Over on a Personal Template, you will lose all previous saved data on the Template and will be building a Template from scratch.

To clear all previously saved data from a Personal Template and start with a blank slate:
Select the Body Region or System from the drop down menu
Select a Personal Template you wish to wipe clean from My Templates section of drop down menu

Click on the Start Over button at the bottom of the Template