The ResearchFlow System Administrator tool enables the Administrator to modify existing Templates uploaded to the database. The steps to be followed for modifying an existing template are highlighted below.

 

1.     To modify the Report type Sector mapping login into ResearchWise Webapps then on Sector mapping tab under ResearchFlow Administration to go to the relevant page to modify the template.

2.     Select the Report Type to get the list of mapped templates.

 

3.     Selects the forecast source to locate the template that has to be modified. The Administrator can select from the live forecast source and the draft forecast source.

 

4.     Selects the sector to get the list of mapped templates.

5.     Selects edit to modify the desired template. 

6.     User needs to select Map existing option to add an existing template and click on the drop down to select the desired template. Post selecting the template user need to click on Update button.

7.     The system would give a confirmation message once the changes have been successfully added to the system. 

8.      Clicks on Map new option to map a new template. The Administrator subsequently clicks on Browse button to locate new template. 

9.     Selects the template that has to be mapped to the report type.

10.  Click on the update tab to save all the changes and the system gives a confirmation message once the template has been successfully modified.