...

1. Open Microsoft Word and create a new document.

2. Add any static content and formatting needed.

3. Add tables for each stage defined in the action plan.

4. Right-click on the table for the first stage and select Table Properties > Alt Text > Title. Set the title to be the same as the code for a stage. If you do not know the stage codes, these can be obtained using SQL as explained below. Once the code has been added as the table title, the fields in this table will be populated by the corresponding fields from that stage. Repeat this step for each table you have set up for a specific stage.

   

5. Set up your column headings for each table.

6. Add a new row with only one cell containing a single bookmark for the Type of component you want the rows below to use. For example, if the stage contains a Course component, the bookmark will be {{Course}}.

7. Add another row directly below. In here you can create the fields for the component details that you want to be exported into the document. The bookmarks here work like normal Template Document Bookmarks. As some fields may be soft-titled at your organisation, make sure you are referring to a report for the correct field names as in the linked instructions.

8. Repeat steps 6-7 for all component types you want to appear for the stage.

9. Repeat steps 4-8 for all stages you want to appear in the document.

...

...

If you do not know the codes for each stage in the action plan, the SQL code below can be used to obtain them:

select Code, Descrip from pcGenPick where [key] = 'DELIVERY' and [type] = 'COMP_STAGE'

Uploading the Template to PICSWeb

...