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How do I use the First Draft Template Training Environment?

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First Draft Template Training Environment Explained


To access the First Draft Template Training Environment, follow these steps:

  • Open the ITE 2011 or later.
  • Click on “First Draft” in the menu bar.
  • Click on "First Draft Template Training" and then "Enter Template Training Mode".


This will open an example Template that you can practice on. If you want to exit training mode, just follow the same steps as above but click “Exit Template Training Mode.”

The ITE will then reload the template you were working on before entering training mode. The objective of the training templates is to teach you how to First Draft enable a Template by adding the necessary First Draft fields. You can switch between templates by using the drop down box in the lower right labeled “Current Practice Template.” Different training templates will present you with different situations you may encounter while trying to First Draft enable a Template you have in your own Account.

There are two types of First Draft fields. The first is just the Initial First Draft Output field. You can insert it by first positioning your cursor where you want the field in the document. Next go to “Insert” on the menu bar and then navigate to “Document Fields,” then “First Draft” and then click on “Initial First Draft Output.” Alternatively you can expand “Document Fields” and “First Draft” in the panel to the right, then click on “Initial First Draft Output” and finally click “Insert Field.” This will drop the First Draft field wherever your cursor is in the document. The purpose of this field is very simple – this is the place where First Draft text will go when the dictator begins speaking. If a heading is detected within the first several seconds in a report, then nothing is put in this field because it is assumed that this would be prelude text that should not be transcribed. To learn more about when prelude text is or is not included, please see KB546.

To indicate the types of headings that a dictator might be using, you need to insert First Draft Region Fields. These fields can be accessed in the same menu as the Initial First Draft Output, or you can use the keyboard shortcut “Ctrl + Shift + R” to insert a new region field. The field will again appear wherever your cursor is, so you will want to position it near the heading that is going to be dictated. For instance if you have a heading labeled “Subjective” in your Template, you’ll usually want to put the First Draft Region field on the same line or on the following line, depending on where you want the text for that heading positioned. To get an idea of how the text should be positioned in the training templates, you can click on “Ideal First Drafts” in the bottom panel. This will show you how documents for this template should be laid out.

When you first click to insert a new First Draft Region, you will be presented with a dialog box which will ask you to supply the typical phrases a dictator will use to indicate he or she is starting to dictate for this heading. For instance, if the heading is “Subjective,” the author may dictate “Subjective,” “S,” or “History of present illness” to indicate that he or she is starting this section. Each of those should be added as a separate phrase by typing them into the box and clicking “Add” or pressing the enter key. Once you have added all the phrases you need for a heading, simply click “OK” or press Ctrl + S to save those phrases to the region you’re working on. If you need to add or remove phrases later, you can simply double click on the region field to bring up the same dialog.

Once you have added all of the First Draft Regions you need for the training template, you can click the “Evaluate Template” button in the lower panel. This will load several fake First Drafts into the Template you just created and compare the results to the results from an ideal template. You can choose to see how your Template looks and how the Ideal template looks by clicking the appropriate radio button at the top of the window. You can also view a comparison between your template and the ideal by selecting “View Comparison.” This will show places where your template has incorrect spacing or where the heading detection failed by either having too many or not enough phrases specified in the region fields.

The goal of the training environment is to teach you how to create First Draft enabled templates which give the same results as the ideal. If you’re unsure what phrase the author may have said to indicate that he or she is moving to the next heading, you can always check the raw speech recognition output. To see this, click on the “Ideals and Recognition Output” button in the bottom panel, and then click the radio button at the top of the window which says “Speech Recognition Output.” This will give you the text that is being loaded into your practice template. For instance, if you’re trying to find what the dictator said to start the “Subjective” heading, you can look at the speech recognition output around that section and pull out the new phrase to add to your First Draft Region.

Once you are familiar with all of the practice templates, you should be ready to get started on your own production Templates.

Related KBs
How do I edit/create templates for First Draft?
Edit/Create FD Templates
How does the First Draft prelude threshold work?
Prelude setting & behavior defined
What are the First Draft fields I can add to a template?
Speech recognition fields available for templates

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Last Updated
Friday, June 29, 2018

KB682, ITE, First Draft Region, First Draft Field, First Draft Template Training, First Draft Enabled Template
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