XSL and Microsoft Word templates can be assigned to a defined case or participant type. This is because certain templates may only be applicable for specific types of participants or cases. For example, an appeal decision template is only applicable to participants who are engaged in an appeal. Administrators can apply templates to specific case and participant types based on a category. For example, the category case includes a number of cases types, including income support, screening, etc. When configured, the template will only be available to the case worker when creating communications for the case type specified.
Fields are inserted into an Microsoft Word Template so that data such as address information can be populated into an Microsoft Word communication when it is created. Please refer to Appendix A for a description of how these fields are inserted.