Printing The Factfind via
Word
You may
design your own factfind by using a Microsoft Word template. An example
template is included with all Durell systems, called “Factfind, Default”. To
use this, starting from the Durell Main Menu…
- Click the “People” button
- Optionally use the search arrow
buttons to find the client in question
- Click the green “W” button to
activate the Document Viewer
- Click the “New Doc” button
- Use the Template “Select”
button to find “Factfind, Default”, as shown below
- Ensure the “Data field set”
dropdown is also set to “Factfind, Default”, as shown below
- Click the “OK” button
Factfind Topics & Data
Entry
Before
proceeding with the design of your own templates it is essential that you
understand how to select factfind topics into which the data can be entered. To
this end please refer to the sections…
Fact Find, Set-up Selected
Topics
Fact
Find, Set-up Types of Fact Find & Declarations
Fact Find, Reviewing and
Updating
Word
Templates
The next
step is to understand how to create and modify Microsoft Word templates, and in
particular how to add data fields via Durell’s “Data Field Sets”. To this end
please refer to the sections…
…and…
Templates,
Inserting A Durell Data Field
Templates,
Increasing Durell Data Fields
The Factfind Field Names
Once you
have understood how to select the factfind topics, how to enter the factfind
data, and how to generally create and modify templates, then you may design
your own preferred layouts, possibly using the “Factfind, Default” template, described
above, as basis for your own.
Creating Data Sets Quickly
Instead of
picking individual data fields you can instead use the top “>I”
button, shown below, to load all of the fields in a given table (e.g. all 253
fields from the “Factfind – Standard 1” table in one go). However also be aware
of the limitations of Word, discussed below.
Limitations of Word
The
different versions of Microsoft Word (e.g. Word 97, Word 2000, etc) will allow
you to pass more or less data fields. Although the Durell system allows a
maximum of 2,000 field names per set, you will probably find your copy of Word
will crash if you exceed around 850 or so. Also the more fields you pass to
Word the longer it will take to start. Hence if your desired factfind design
has a large number of data fields then you may find that you’ll have to split
it into two or more templates.
Data Field Names
All the
factfind data field names are given in the section of this manual called “Fact
Find Field Names”. This shows each topic with the relevant field names, for
example…
FF Field Names, Personal
Details
Creating Templates Quickly
To load
fieldnames quickly when creating a factfind template in Word…
- Click “Insert” on Word’s
toolbar
- Click “File” on the Insert menu
- Set the “Look in” dropdown (top
left) to the “Manual” sub-folder of your Durell data folder called
“Imw-Data” (see below)
- Set the “Files of type”
dropdown (bottom left) to “Web pages (*.htm, *.html)”
- Double-click the relevant
factfind field name help section (e.g. FF Field Names, Dependant Details)
- Delete the help section’s title
and screen shot, but retain the field names
- N.B. Ensure your new template
is linked to a Data Set containing the correct table/s
