Adding/Editing PF Template in LXEdge

Question Last Updated on: 2/4/2025

Introduction

Building on the foundation of LXSoftware, LXEdge extensively utilizes templates to streamline the tasks of polygraph examiners. The latest enhancement to the templating system is the introduction of PF templates, which are designed to further increase the efficiency of polygraph examinations. Here's a more detailed look at the features:

• Pre-selection of Templates: PF templates allow examiners or institutions to pre-select which personal history and series templates should be used during an exam. This ensures consistency and saves time by reducing the need to manually choose templates for each session.
• Prompting for Attachments: Examiners can set up PF templates to instruct them to attach relevant files and take photos during the exam. This feature helps ensure that all necessary documentation is collected systematically.
• Automated Uploads: PF templates facilitate the automated upload of PF files to a network drive. This automation reduces the manual effort required to store and organize files, ensuring that all data is securely and efficiently archived.

Overall, PF templates are designed to streamline the workflow, enhance consistency, and ensure thorough documentation during polygraph examinations.

Viewing the Default PF Template

To access PF templates in LXEdge, click on the Templates button in the main menu, then select PFs at the top of the screen.

LXEdge has a Default PF Template that includes:

• The Default Personal History Template
• An indication to the examiner to attach files and take photographs
• A single series using the Default Series Template

Customizing PF Templates

LXEdge allows examiners to create custom PF Templates for various situations, such as screening or diagnostic tests. Instead of using the default PF template, examiners can create and reuse their custom templates.

Step 1: Creating a PF Template:

There are two options to create a PF Template:

• Duplicate and modify the Default PF Template or any custom template.
• Create a blank template by clicking the + (plus) button at the top of the PF Templates screen.

To create a new template from the Default PF Template, click the blue EDIT button on its card. This action generates a new template based on the Default PF Template, as it cannot be edited directly. A prompt will then appear to name the new template.

Step 2: Managing PF Template Components

To manage components of a PF Template:

• To add new components, click the + Add Item button at the bottom of the screen.
• Components can be reordered by clicking and dragging them by the blue header.
• To edit or delete components, click the three dots in the upper right corner of each component's card. Attachments and Take Photos can only be deleted, while Personal History and Series can be edited or deleted. Editing Personal History and Series creates new templates. Tutorials for Personal History and Series templates are available in the knowledge base.

Step 3: Changing the Personal History Template or Series Template

To change the Personal History or Series template used by the PF Template, click the blue CHANGE button in the lower left corner of the card. Then, press the SELECT button at the bottom of the desired template card.

Step 4: Saving a Custom Template

Once a customized PF Template is ready, save it with its current name by selecting the Save button, or save it with a new name using the Save As... button in the upper right corner.

Starting a PF with a Custom Template

Custom PF Templates, marked with a blue header, are located on the Home screen. To start a new PF, click the blue START button at the bottom of the card of the desired template.

Starting a PF with a Custom Template

Viewing PF Templates

After creating custom PF templates, the PF Templates page will list them on the left side, with user-defined templates at the top and the Default PF Template at the bottom.

Viewing PF Templates

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