Creating a Template from scratch

🕒 3 minutes

You may wish to create a new, bespoke template to suit your firm’s specific requirements.

Here are the steps to create a new template:

• From the Settings page, click on the Templates icon
• Click the green NEW TEMPLATE button
• Complete the fields that appear on the pop-up New Template form. While only the fields marked with a [*] are mandatory, we recommend that you complete all fields as fully as possible.

New Template: setting up the layout and format

Here we explain the information that you need to enter in each of the form fields:

• Name: the name or title of the template you’re creating. We recommend a simple but distinctive name that other Users (with the appropriate permissions) will be able to find easily in future searches. The name of the template will be visible when you connect it to the Module that it belongs to.
• Version Number: this is to help with version control. Change the version number whenever you edit or update an existing template.
• Description: this larger text box allows you to add more detail about the purpose and content of the Report Template.

Template Options

Use Template Options as follows to set up the layout and format that you want:

• Select your Page Orientation from the drop-down to the right: Portrait or Landscape
• Now check the boxes for any of these elements that you want to include in the final report:
  • Red Flags & Concerns: will any questions in the template support the generation of Red Flags (typically related to regulations) or Concerns (typically about best practice standards) which should be included in the final report? If you check this box, you will also be able to specify relevant Red Flags and/or Concerns that may arise. (This may be useful when creating a template for a risk report, for example, where certain answers are weighted.)
  • Scored Report: will answers be scored against a set of guidelines, and therefore a report score be calculated?
  • Compliance Risk Assessment: Are any sections of this template linked to and/or controlled by a compliance programme or risk assessment?

Reporting Options

• Check the boxes for any of these elements that you will require in the PDF export of a report:

• • Create an Executive Summary: this will appear at the beginning of the report
  • Show a report cover
  • Show a table of contents
  • Mirror text to RF [Red Flag] /Concern [‘text’ here means the user’s answer]
  • Confidential 

Action When Submitting Report

• From the drop-down, select the review process that you require before a report that’s generated from this templates submitted and published. The options are:
• • Requires review before publishing
  • Review required if any Red Flags or Concerns are raised
  • Review required only when Red Flags are raised
  • Automatically publish the report without review (this means that the report would skip the review process entirely)

• • At the bottom right of the New Template screen, click the green NEW TEMPLATE button
  • You’ll land on the page headed: Welcome to the Leo Template Editor, where you’ll set up the structure and content of your template.

Where to find your Template

The set-up details you have entered are now saved under the name/title that you’ve given your template. If you wish, you can complete the rest of this process later. You’ll find your template draft in the alphabetical list on the Template landing page.