Customising your local TeamTemplate

17th November 2017

Purpose

To explain how a team member goes about making customised edits to the local team's version (their TeamTemplate) of the TiddlyManual.

Who customises?

It is important to be clear that editing a team's version of this manual is carried out according to the Rituals and Disciplines laid out in Manualization Boundaries. The TeamTemplate is expected to be edited regularly by the team-as-a-whole and not by one individual in that team.

When to customise?

Following team discussion the team may agree to make edits to the TeamTemplate. Note that this is NOT an individual responsibility, but requires team collaboration (see Reflective Quorum, and consider your team's Manualization Boundaries.) The purpose is to make explicit and share our own:

(A) Local Protocols

Clarify and share our current 'best practice' advice about how we have agreed we should try to respond to locally-identified situations or circumstances. How we do what we do.

(B) Our Resources

Record all the local resources available to our team (which could be anything ranging from worksheets and leaflets, local clinics and drop-ins, new services in the voluntary and statutory sector, sports and leisure facilities, etc). What we have available to support or supplement our work; our local service ecology.

(C) Our improvements to the core

Local teams have expertise about what works in their ecosystem. They may choose to over-write the current material that the AMBIT project curates in the core (as opposed to their TeamTemplate) - Everything is a "best working draft" in ambit, and all are responsible for improving it.

How to customise


There is technical help on how to Edit and a Video introduction to editing a tiddlymanual.

Broadly you can edit in two ways:

1. Customising existing Tiddlers


Simply click on the Edit button of the tiddler, and start editing!

  • Be reassured, that whatever you write will not change the core manual;
  • Your edits will simply overwrite that particular tiddler in your TeamTemplate.
    • If you then deleted 'your' local version of a tiddler, the original version from the core manual would pop back in its place.

...Your edits will now be part of your local Team Template (that is, assuming you have the correct permissions to make such edits attached to your username and password!)

2. Writing new (custom made) material.


  • If you are authoring brand new material be careful about how you 'file' it in amongst the existing material.
    • Mainly this is about thinking carefully about what Tags it should have.
    • Preferably not too many! Keep things simple.
    • Tags function like Topic headings
  • Simple way:
    • We have tried to help with this, using the "+ Manualize our work" function:
      • Click + Manualize our work - so long as you are logged on and a member of the space and the manual is switched to Edit mode you'll see choices for what kind of material you are adding.
      • Decide which category the new material best fits under - click that button, to generate a ready-to-edit Tiddler that is already tagged appropriately.
      • Edit the new tiddler that has opened - add any additional Tags or Links that will help to integrate this into the main body of the manual.
  • More advanced, 'free-form' editing:
    • Open a blank 'new Tiddler' via the special link in the Edit page.
    • Add your own Tags to taste.
    • But best get an understanding of how we have used Tags to organise the material into meaningful hierarchies.

...Your edits will now be part of your local TeamTemplate, and you will see that this Tiddler now varies from the Core content from the References and Info panel.