Editing Tracker Templates



=EDITING TEMPLATES=

1) Tracker template editing can be done by any Tracker user with administrative rights in Tracker. These Tracker users see the EDIT TEMPLATE button on the right side of the FORMS tab.

2) Users may be in Tracker but may not have any student's Working Doc or Archived Doc copy of this template open when the template is being edited. Attempting to edit a template when another user in the district is working on a student’s copy of this notice will result in the loss of your template changes.

3) From any student's Tracker record, click the EDIT TEMPLATE button on the right side of the FORMS tab.

4) Find your notice - You may need to mouse into (double-click) a sub-directory, some times called “Notices” or “Parental Notices”.

5) Once you can see your notice file names in the “Edit Template” window, open the notice you need to edit by either: a) double-clicking the file name, or by b)left single-clicking the file name and left single-clicking the “Open” button. TIP: Opening a Tracker template using the EDIT TEMPLATE button automatically unprotects the template for editing purposes.

6) Your template will open. (TIP: If MS Word was open prior to opening the notice from “Edit Template”, the template may open “minimized” on your Taskbar. “Maximize” the template by left-clicking it on the Taskbar.) Edit the text as you would edit any MS Word document. Follow form field / bookmark rules if adding or making changes to any form fields.

SAVING TEMPLATE CHANGES
7) After changing the template, highlight or “select” the entire template by pressing CTRL-A on your keyboard or by choosing “Select All” from the “Edit” menu in Word.

8) From the “Tools” menu in Word, move your mouse to “Language”, then left-click “Set Language”.

9) If “Do not check spelling or grammar” is checked, UNcheck it by clicking in the checkbox (TIP: In some circumstances, this requires two left-clicks in the checkbox to completely remove the checkmark). Then click OK at the bottom.

10) It is important to PROTECT the template before saving and closing the template. Go to the “Protection” choice in the “Tracker” menu and select “Protect Form fields”.

11) Save your changes by choosing “Save” from the “File” menu in Word.

12) Close the template choosing “Exit” in MS Word’s “File” menu.

13) Select “Yes” when the following question appears: Do you want to save the changes you made to “00-NOTICE REEVAL ASSESS.DOT”? .