Export Templates/Profiles

  1. Click the "Export" button from the navigation menu at the top of the screen.
  2. Select the implementation guide you wish to export
  3. Select the "MS Word" format from the drop-down
  4. In the Content tab, choose the content you want to include in the export file. You can also choose a sort order for the templates.
  5. In the  Value Sets tab, choose whether to include value sets in the export file, the maximum number of values to include, and where they are located in the export file.
  6. In the Templates tab, choose the templates you want to include. By default, all templates are selected. You can also choose to Include Inferred templates.
  7. Select Export after the implementation guide has finished validating and loading.
  8. You will be prompted to download the DOCX file produced.

Export Settings

Each tab of the Export Templates to MS Word page contains settings specific to the tab.

The Content Tab

  • Sort Order - choose Alphabetically to sort by template/profile name, or Alpha-Hierarchical to sort by template/profile name within the referenced template/profile hierarchy. Templates are sorted first by type, then by template/profile relationship, then alphabetically within that relationship. This is much easier to understand if you look at the Containment table in the export document, as described in the following section.
  • Document Tables - choose from the drop-down menu to include the Template List table, the Template Containment table, or Both.
  • Template Tables - choose from the drop-down menu to the Context table, the Constraint Overview table, or Both.
  • XML Samples - select the Include check box to include XML samples in the export file.
  • Change List - select the Include check box to include the Change List in the export file.
  • Publish Settings - select the Include check box to include Publish Settings in the export file.
  • Notes -  select the Include check box to include Notes in the export file.

Note: For more information about how vocabulary information is represented in by Trifolia template, vocabulary, and Schematron exports, see Terminology & Trifolia.

The Value Sets Tab

  • Tables? - choose whether to include value set tables in the export file.
  • Maximum Members - specify the maximum number of members that should be exported for a given value set.
  • Create as Appendix - choose whether the value sets are included as an appendix.

Each value set included in the implementation guide may have a separate "maximum members" setting. When changing the "Maximum Members" setting at the top of the "Value Sets" tab, all individual value sets are defaulted to the same "Maximum Members" value. After selecting a default for all value sets, you can change individual value sets to reflect a different "maximum members" value that is more appropriate for the individual value set.

The Templates Tab

The Templates tab shows a list of templates that appear in the selected implementation guide.

  • Parent Template - choose a template/profile to export only a subset of the templates in a guide. The export file includes the parent template/profile and any templates referenced by it. The Include Inferred check box includes all referenced templates; if not selected, the export file includes only those templates contained in the implementation guide.
  • Include Inferred - choose whether to include inferred templates in the export file. For larger guides, this may increase generation time and may result in a significantly larger document.
  • Template List - select or clear check boxes to select the templates you want to include in the export file. Select or clear the check box in the table's header row to select or clear the boxes for all templates.
  • This IG? column - Yes indicates that the template/profile is contained in the implementation guide. No indicates that the template/profile is referenced by one of the templates in the implementation guide, but is not contained in it.

Document Tables

You can choose to include two automatically-generated tables in the export document:

  • List table - lists the templates in the implementation guide.
  • Containment table - list the templates within their referenced hierarchy.

To choose the document tables to include:

  • Choose None to exclude both tables.
  • Choose Both to include both tables.
  • Choose List to include only the List table
  • Choose Containment to include only the Containment table.

Template Tables

For each template, the default setting is “both” to export context and constraint-overview tables in the document export.  However, you can choose to include none, one or both automatically-generated tables.

  • Context table - lists the templates that use this template, and the templates that are used by it.
  • Constraint Overview table - provides an overview of all constraints in the template, with a link to each constraint.

To choose the template/profile tables to include:

  • Choose None to exclude both tables from each template.
  • Choose Both to include both tables in each template.
  • Choose Context to include only the Context table in each template.
  • Choose Containment to include only the Containment table in each template.

Save Default Export Settings

Users that have "Edit" permission for the implementation guide being exported have the option to save the current configuration settings as the default settings for all users. For these permitted users, a checkbox is available at the bottom of the "Export Templates to MS Word" screen which, when checked, saves the current configuration of settings as the default settings. When any user exports the same implementation guide's templates to MS Word, these default settings will be used. Users that do not have edit permissions to implementation guide will still be able to make their own customizations to the settings; however, they will not be able to store them as the default settings.