Configure Printing for Service Requests

Users can print service requests in Respond, using either an ActiveReports or Microsoft Word print template.

PREREQUISITES:

  • Print templates can be added into the respective folder under ...\inetpub\wwwroot\<site_name>\cw-site-data\_tenant-data\_default-volume\tenant-1\reports for ActiveReports documents and ...\inetpub\wwwroot\<site_name>\cw-site-data\_tenant-data\_default-

  • The docx folder must be manually created or moved to the ...\<site_name>\cw-site-data\_tenant-data\_default-volume\tenant-1 folder when upgrading to 23.x. Once the folder is created, move the print templates to the new folder. Once in place, emailing and printing using Word print templates is possible.
  1. From the home page, click Admin and click Preferences.
  2. Click the AMS tab and expand the General section in the Domain panel.
  1. Select your Print Output Type preference, either Docx or Active depending on which print templates you are using.
  2. Expand the Print Templates section on the Service Request panel.
  1. To add print templates that can be assigned to a service request, enter the Code and Description for the print template.

The Code must be the actual file name of the template, minus the extension. The print template must be stored in the appropriate print folder or uploaded using System Reports.

  1. Switch Active to on if you want this template to be available for use. Switch Active to off to make the template inactive, but maintain historical data associated with it.

  2. Click Add. See Add Print Templates for a Service Request for more information.
  1. To associate a print template to a service request template, from the home page, click Configure and click Work Activity Templates.
  1. Select Service Request Template from the Work Activity Templates panel.
  1. Select a service request template.
  1. In the General tab, populate the Print Template field by selecting a print template from the drop-down list.
  1. To print a map with the service request, select the service to use from the Map Services - Printing drop-down list.

Now a service request may be printed.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.