Edit and Preview Narrative Templates
KEY TOPICS:
- Edit a Narrative Template
- Insert a Tag into the Narrative
- Access Tag Editing
- Revert to the Default Narrative Template
- View the Published Narrative
- RETURN TO: Narrative Settings
Customize and Review AAP Narratives
About Narrative Templates
Access the Templates tab to view the boilerplate language. Here, you can edit the text, change the formatting, and insert tags. Changes to Templates affect only the current plan. However, Templates can be imported from plan to plan to carry over changes that would apply.Cross-references to related Narrative Settings:
Edit a Narrative Template
Select a Templates tab, either Minorities/Women, IWD, or Veterans. Then, using the drop-down, choose the Section you wish to edit. The default (or previously saved) template content will appear in a text editor.Click one of the following options to edit the template Section:
- Enter the template text — Review and edit the template, using the provided text display and text editing toolbar. Use this option when tags must be included in the Section (described below).
- Upload a file — Browse for a PDF file to use for the Section. Use this option to include exhibits that your organization has developed elsewhere (e.g., self-identification form).
Note: Revert to the default template text editor at any time by selecting: Enter the template text.
Click [Save].
Insert a Tag into the Narrative
Some default (and created) tags will already exist in the narrative template. To insert a tag, place your cursor in a location, and click [Insert Tag]. Select the desired tag from the drop-down, and click [Insert].Quick Tip: Filter the drop-down by selecting:
- User Defined Narrative Tags (insertions you defined, using the Tags and Values tab)
- Calculated/Generated Tags (insertions the system calculates from plan data)
- Report Tags (insertion of full plan reports)
Access Tag Editing
If a tag is shown in blue within the narrative template, a link is available to edit the tag. Click the tag to access the Edit Tags & Values screen for that tag.Revert to the Default Narrative Template
At any time, you can change the narrative template back to balanceAAP’s default by clicking [Revert to Default], a button located at the bottom of the page.To exclude a particular Section from the narrative, uncheck the box for: Include this section in the Narrative.
Review the Published Narrative
The Published Narrative tab displays a final preview of the narrative sections.
To edit the narrative locally without changing the template, select a narrative Section from the drop-down, and click the [Edit] button. Confirm by clicking [Edit] again. The Published Narrative will appear in a text editor. Make the edits, and click [Save].
Important Caution: If you edit a plan narrative and then republish it due to updated calculations, all edits made on the Published Narrative tab will be lost. It is recommended that only the narrative Templates (described above) be edited.
Republish the Narrative
If calculations or merged information has been updated, return to the Published Narrative tab. Click the [Edit] button. From the Edit pop-up window, click the [Republish this section now] button. (The Republish alert will also display on the Select Reports page, if the system detects changes to plan data.)Important Caution: Any edits made on the published Narrative since the Section was last published will be lost.