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Once a PAT has been created and stored in the PAT database, it may be added to a SWE, Topic or other page. The steps below accomplish this. 

On a SWE or Topic Page 

In Edit mode: 

  1. Go to the location where the PAT is to be inserted. It may be an existing subheading in a tab, or a new subheading may need to be created. 
  2. If you want to pull in only a single image, use the "Excerpt Include" macro to bring in just the first page image. Otherwise, go to step 3 below. 
    1. Be sure to get the PAT from the SITE: space
    2. Check the box to "Remove Surrounding Panel"
    3. Pull in the PAT to preview it and make sure the location can be found
    4. Go to step 4. 
  3. If is is appropriate to pull in all of the pages of a document, use the instructions here: 
    1. Use the "Include Page" macro to bring in the whole of the PAT
    2. Be sure to get the PAT page name from the SITE: space
    3. Pull in the PAT to preview it and make sure the location can be found
    4. Note that the include page will pull in the Live Template information but that will be only seen by editors, not users. 
  4. Save the page to ensure that the PAT is visible and located where you want it. 
  5. Return to edit mode and insert any "SWEREFN" macros to point the user to the resources tab. This is done just like the references. 
  6. Go to tab 5 and add subheading 5.3 if necessary. 
    1. use an "Include Page" macro to pull in the appropriate PAT report page for the PATs in the SWE or Topic. 
    2. the PAT is pulled into these reports based on the codes in the Affiliated SWE section of the live template. 

Building a PAT Report Page

PAT Report pages are children of the SITE: Reports for Asset Categories page. 

  1. Find the page for the page you are adding the topic or SWE into, if a new page is needed, build a new page from a copy of an existing page. 
    1. Copy the existing page. 
    2. Change the SWE or Topic title as appropriate.
    3. In the Text Filter, change the Include parameter to the SWE-999 or Topic 9.99 designation so the report can be built properly.
    4.  Save all
    5. Test to see if the correct PATs are included in the report page. 
  2. Once the page exists, the report is built based on the include code for the SWE or Topic you are inserting it into. Check to see that the PAT appears in the report. 
  3. Once the report page is working, insert it into section 5.3 (or appropriate subheading on the Resources page. 


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