Adding Report type to Country Mapping - v7.3.3

Adding Report type to Country Mapping - v7.3.3

Steps to Add Report type to Country Mapping

The steps required to map a word template to a research report type for a particular Country are mentioned below:

 Log-in to ResearchWise Webapps and naviagte to Researchflowsysadmin and click on Country mappings tab to retrieve information on Report type-to-Country template.

 This will open a page that requires the Administrator to select the report type and the forecast source to which the template has been mapped.

 The Administrator selects the desired report type from the drop down, e.g. Administrator selects Country Updates from the drop down as a report type.

 The Administrator can select from the live forecast source and draft forecast source.

Administrator can view mapped templates by View by country or by View all option. Steps to view templates from both methods are mentioned below.

Administrator selects View by country for viewing report type-to-country mappings for an individual country.

Administrator selects the desired country from the drop down Countries, e.g. Administrator selects Malaysia from the drop down list.

 

Administrator clicks on Add New to add the customised template.

Clicking on Add new tab will open a File Upload dialogue box. Administrator has the option to select an existing template and map it by Map existing option or can search for a new template by selecting Map new option. 

To upload a new template administrator will select Map new option and clicks on Browse button to locate the template.

Administrator gets a pop-up screen to locate the desired template. Administrator selects the template and click on Open button.

Administrator needs to click on save tab to add the template.

System will generate a confirmation message after successfully adding the template. 

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