Prerequisites
- The 'Autofill templates' setting must be enabled within your Ocean user account settings.
Autofill templates are created directly within the Ocean Healthmap after opening a request form for a Directory Listing.
Autofill templates are specific to the Directory Listing and request form that they were created for. This means a template can only be used to fill the specific request form within the specific Directory Listing that it was created for, and can only be used or edited from the Ocean Site that created it.
Creating an Autofill Template
- Navigate to oceanhealthmap.ca, and log in to your Ocean user account by clicking 'Sign In' in the top right corner.
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If you are a user on more than one Ocean Site, select the Ocean Site that you would like to create the Autofill template within.
Note: Autofill templates are saved in the Ocean Site where they are created.
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- Select the Directory Listing and open the request form that you would like to create the Autofill template for.
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Click 'Create new' in the Autofill bar.
Note: If you entered responses to the request form before clicking 'Create new', certain responses will not be carried into the Autofill template.
- In the 'Template Name' field, enter a descriptive name for the template. This is the name that users will see when selecting the template.
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If you have Site Admin access in your Ocean Site, use the 'Sharing' setting to specify who will be able to use the template.
Sharing Notes:
'Private' means only you will be able to use the template.
'Shared' means any user on your Ocean Site will be able to use the template.
If you do not have Site Admin access in your Ocean Site, the template will be 'Private' by default.
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Enter the answers to the request form that you would like to save in the Autofill template.
Note: Ensure that no personal health information is included in the Autofill template. Templates should only contain generic, reusable content to support patient care.
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- Click the 'Create' in the bottom right corner.
- The Autofill template will be available for selection at the top of the request form.
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