Add a New Element (Infrastructure Template Elements)

Select Template Elements below Document Templates. The JU1FL Template Element List screen will be displayed.

This screen displays a list of all existing elements.

In order to view the data in its end state, highlight an element and click PREVIEW. The system will display the text that has been captured, the image that has been selected and a table in text form.

Note:

The preview facility allows the created or edited data to be viewed before it is authorized.

In order to find a specific element or all elements of a specific type, click SEARCH. The JU1FL PDF Template Element Search screen will be displayed.

Capture data to be used for the search as follows:

Template Element No	Enter the specific Template Element Number if known.
Template Element Type	Select a value from the drop-down list e.g. Annexure, Image, Paragraph, Table.
Process Type	Select a value from the drop-down list, e.g. Annuities, Benefits, Eligibility, Member, Product Allocation or Trust Payment etc.
Description	A text description of the Template Element.

Once all details have been captured, click SUBMIT. The JU1FL Template Element List screen will display a list of those templates that fit the search criteria provided.

To create a new template element click NEW. The JU1FL Maintain Template Element screen will be displayed.

Capture data as follows:

Description

Enter freeform text describing the element.

The completion of this field is mandatory.

Template Element Type

Select a value from the drop-down list, e.g. Annexure, Image, Paragraph, Table, etc.

The completion of this field is mandatory.

Element Process Type

Select a value from the drop-down list, e.g. Generic, Financial, Member, Benefits, etc.

The completion of this field is mandatory.

Start Date

The date from which this element is in effect.

The completion of this field is mandatory.

Use as

Select a value from the drop-down list, e.g. Footer, Header, etc.

Show Borders?

Capture Yes (Y) or No (N) to indicate whether or not borders must be displayed.

Number Of Cells

Capture the number of columns that must be displayed in a table

Show Grid?

Capture Yes (Y) or No (N) to indicate whether or not the grid lines of a table must be displayed.

Table Header Orientation

This field will only be enabled if TABLE has been selected for the TEMPLATE ELEMENT TYPE field. Select a value from the drop-down list e.g. Across, Down, etc.

Number of Rows

Capture the number of rows that must be displayed in a table

Alignment

The alignment of the element in the document. Select a value from the drop-down list, e.g. Justify, Left, Middle, Right, etc.

Show Zero Values

Click on the tick-box to indicate whether zero values must be displayed.

Page Orientation

Select a value from the drop-down list, i.e. Landscape, Portrait.

Free Format Text

Click on the tick-box to indicate whether the user will be able to add free format text in the process.

Note:

This will only apply to the paragraph element type for a member.

Refer to Free Format Text below.

Inclusion Conditions

Select one of the following values from the drop-down list:

Refer to the Inclusion / Exclusion Criteria section in this document.

ALWAYS	The system will always include the Template Element in the document for all members.
CRITERIA	If the criteria are met, the system will include the Template Element in the document for all members.
EXCL CRITERIA	If the exclusion criteria are met, the system will include the Template Element in the document only for those members who do not meet the exclusion criteria.
VALUE INCL	If the inclusion criteria are met, the system will return a Y in the paragraph in which it applies. If the inclusion criteria are not met, the system will return an N in the paragraph in which it applies.
VALUE EXCL	If the exclusion criteria are met, the system will return a Y in the paragraph in which it applies. If the exclusion criteria are not met, the system will return an N in the paragraph in which it applies.

Graph Type

Select a value from the drop-down list. The following values are available for selection:

BAR CHART

BUBBLE CHART

HYBRID

LINE CHART

PIE CHART

STACKED BAR

Click SUBMIT. The JU1FL Template Element List screen will be displayed with the new element defined.