Testing and Activating a Report Template

New custom templates must be tested before activation. Built-in templates are ready immediately.

Run a test

Open Settings > Templates.
Find the template and choose the action labeled Test and review template health.
In Template Health, review its lifecycle status, version, previous test result, and any error.
Choose a representative case under Test with case.
Select Run Test.
Review the result and any blank-variable or legacy-variable notices.

Blank fields versus failure

A test can pass while some fields are blank for the chosen case. Check whether the data exists and whether the testing user has access. A passed technical test does not prove the report is complete or suitable for its audience.

Activate

After a successful test, a tested template offers Activate. Select it to make the template available for case report generation, subject to case-type restrictions and user permissions.

If testing fails

Read the recorded error, correct the source document or missing source data, and test the corrected template before activation. Do not activate based only on a valid upload.

Final review

Generate a report through a case and open it in Word to check layout and content. Template testing and visual review serve different purposes.