A template/profile needs to be "moved" when you need to change fundamental traits of the template/profile, such as the "type" or the implementation guide that it is associated with. Trifolia uses the implementation guide's type (CDA vs. FHIR, etc.) as well as the template/profile's type (document, section, Composition, Person, etc.) to determine what portion of the base standard the template/profile represents. When this fundamental information is changed, the nodes in that portion of the base standard may be different, and constraints may need to modified for the template/profile to be valid. The "move" screen gives you the opportunity to identify these differences, and decide what changes should be made on the template/profile.

Steps to move a template/profile

  1. Select "Browse" > "Templates/Profiles".
  2. Find the template/profile in question, and select "Edit". The "Template/Profile Editor" will appear.
  3. On the first "Meta-Data" tab, click the "Move" link on the right side of the screen.
  4. Select the new implementation guide, type and what element the template/profile applies to.
  5. Click "Next".
  6. The screen appeared next will show you the elements/attributes that are available with the new selection, valid constraints in bold, and highlights elements/attributes in red and italics that are no longer available.
  7. You should choose to remove all of the constraints that are no longer available. If you choose to keep any of these invalid constraints, the template/profile will not be valid; which may result in broken exports.
  8. After you have removed invalid constraints, click the "Finish" button. You will be returned to the "View" screen, and the template/profile will be moved.