The purpose of Chapter 5 is to provide step-by-step instructions on how to customize ReportWriter to meet your individual needs. Within Word's Full Menu environment, you will learn how override the file security system in order to modify documents.  This chapter also discusses the techniques for adding and deleting Work menu items, and how to add words to the Spelling dictionary.  The questions addressed in this chapter include:

1.   How do PC and MAC users unlock and re-lock files?

2.   How do users add, delete, or modify the Report Forms?

3.   How do users add, delete, or modify the Prompt Copies?

4.   How do users add, delete, or modify  the Test Templates?

5.   How do users add, delete, or modify the Form Letters?

6.  How do MAC users delete documents from the Work menu?

7.  How do users add words to the Spelling Dictionary?

1. How do PC and MAC users unlock and re-lock files?

Before you modify the Report Forms, Report Prompt Copies, Form Letters, or Test Glossary, you will need know how to unlock and re-lock the files which contain them. All the ReportWriter documents have been locked to prevent accidental content changes. To unlock a file, do one of the following:

PC Users:

a. From the Start menu, click on Windows Explorer.  Open the folder with the file you  want to modify.

b. Single click on the file.

c. Choose Properties from the File menu.

d. Click the read-only check box.  This will remove the checkmark and unlock the file.

e. Click Okay.

f. Exit Windows Explorer.

To re-lock a file after you have modified it, do the following:

a. Close Word.

b. From the Start menu, click on Windows Explorer.

c. Single click on the modified file.

d. Choose Properties from the File menu.

e. Click the read-only check box.  A checkmark will appear in the box and the file will  now be locked.

f. Click Okay.
g. Exit Windows Explorer.

Mac Users:

a. Before opening Microsoft Word, find the name of the file you wish to modify from the
 ReportWriter folder on the desktop.

b. Click once on the file to select it.  Do not open the file.

c. Choose Get Info from the File menu.

d. Click on General Information.  This command should result in a window, telling you what type of file is selected.

e. Click the locked check box.  This will remove the checkmark and unlock the file. Close the window and return to the desktop.

To Re-lock a file after you have modified it, do the following:

a. Close Word.

b. From the desktop, open the folder containing the modified file, and select the file.

c. Choose Get Info from the File menu.

d. Click on General Information.

e. Click the locked check box.  A checkmark will appear in the box and the file will be re-locked.

f. Close the window and return to the desktop.
 

2. How do users add, delete, or modify the Report Forms?

To change the number and/or content of the questions on the Report Forms, do the following:

a. In the Report Forms folder, unlock the form you require.

b. Once unlocked, Open the report form.

c. Add, delete, or modify the question(s)on the report forms.  If you are adding new
 questions or modifying content, try to keep the format of the new questions similar to that of the existing ones.

d. Renumber as required.

e. Choose Save from the File menu.

f. Choose Quit from the File menu and return to the desktop.

g. Open the Report Forms folder and re-lock the report form.

h. Your edited work now replaces the old version in the Report Forms folder and Work menu (in the case of Mac users).

Note for All Users:  The changes you make to the question list on the report form will not automatically lead to changes on the report prompt copy. To make corresponding changes to the prompt copy, consult the section below.  Users may also personalize report forms using the AutoText function to insert letterhead.
 

3. How do users add, delete or modify the Prompt Copies?

a.  In the Report Forms folder, unlock the Prompt Copy you require.

b.  Once unlocked, Open the Prompt Copy.

c.  Add, delete or change the prompts as required. Try to keep the format of the new prompts similar to that of the existing ones.

d.  Choose Save from the File menu.

e.  Choose Quit from the File menu and return to the desktop.

f.  Open the Prompt Copies folder and re-lock the Prompt Copy.

Note for All Users:  Your edited prompt copy now replaces the old version in the Prompt Copies folder and Work menu.
 

4. How do users add, delete, or modify tests in the Test Templates folder?

To change the Test Templates, do the following:

a.  Unlock the Test Hardcopies file.

b.  Add, delete or modify Test Templates.  Format the new Test Templates in a manner  similar to that of the existing ones.

c.  Choose Save from the File menu.

d.  Open the Report Forms folder and re-lock the Test Hardcopies file.

Note for All Users:  The changes you make to the Test Hardcopies file are not automatically transferred to the Test Templates in the AutoText menu.

To make changes to the Test Templates in the AutoText menu, do the following:

a.  Copy the changes you made to the Test Hardcopies file.

b.  Choose AutoText from the Insert menu.

c.  Select New.

d. Name the file (i.e., You may have updated the WISC-R to the WISC-III.  Name the file  WISC-III and delete the WISC-R).

To delete Test Templates from the Autotext menu, do the following:

a.  Choose Autotext from the Insert menu.

b.  Click on AutoText again.

c.  Select the test template you want to delete.

d.  Click on Delete.
 

5. How do users add, delete, or modify the Form Letters?

To add, delete, or modify Form Letters, do the following:

a. Unlock the Form Letters folder.

b. Add, delete or modify the letter(s) as required.  Format the new letters in a manner  similar to that of the existing ones.

c. Choose Save from the File menu.

e. Choose Quit from the File menu and return to the desktop.

f. Open the Form Letters folder and re-lock the form letter.

Note for All Users:  Your edited form letter now replaces the old version in the Form Letter Templates folder and Work menu.
 

6. How do MAC Users delete documents from the Work menu?

To remove any item from the Work menu, do the following:

a. Press the Command (apple key) + OPTION + MINUS SIGN.  The pointer turns into a black minus sign.

b. On the Work menu, click the document you want to remove.
 

7. How do users add words to the Spelling Dictionary?

To add words to the Spelling Dictionary, do the following:

a. Run the Spelling and Grammar Check.

b. Click Add when you come to highlighted word that you wish to use on an ongoing basis  (e.g. Wechsler).

Note for All Users:  The Spell Check frequently highlights words that are technical terms or jargon which may not be comprehended by the reader of the report.  In these instances, you may wish to substitute a more commonly used word.