Editing Autofill Templates

Prerequisites

If you created an Autofill template and would like to modify it later on, you can simply edit and re-save it for future use.

Editing an Autofill Template

  • Navigate to oceanhealthmap.ca and log in to your Ocean user account by clicking 'Sign In' in the top right corner.
  • If you are a user on more than one Ocean Site, select the Ocean Site that contains the Autofill template that you would like to edit.
  • Click the 'Manage Autofill Templates' button in the bottom left corner.

    Note: Alternatively, click the 'Manage' button within any listing's request form

  • In the 'Manage Autofill Templates' page, click 'Edit' on the template that you would like to edit.

    Note: Users with Site Admin access can 'Edit', 'Duplicate', and 'Delete' all templates in the Ocean Site, including 'Private' templates created by other users.

  • The Autofill template will open, allowing you to edit the 'Template Name' and the form answers saved within it.

    Note: Users with Site Admin access can also modify the 'Sharing' setting of all templates.

    Note: Ensure that no personal health information is included in the Autofill template. Templates should only contain generic, reusable content to support patient care.

  • After making your desired changes to the template, click 'Save' in the bottom right corner.
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