How to Develop a National Formulary Based on the WHO Model Formulary - A Practical Guide
(2004; 45 pages) View the PDF document
Table of Contents
View the documentAbbreviations
Open this folder and view contents1 INTRODUCTION
Open this folder and view contents2 OVERVIEW OF THE NATIONAL FORMULARY PROCESS
Open this folder and view contents3 DEVELOPING THE PRELIMINARY INFORMATION SECTION
Open this folder and view contents4 DEVELOPMENT OF THERAPEUTIC INFORMATION AND MONOGRAPHS USING THE WHO MODEL FORMULARY
Open this folder and view contents5 ADDITIONAL SOURCES OF INFORMATION
Close this folder6 DEVELOPING SPECIFIC INFORMATION SECTIONS
View the documentCreating locally important appendices
Open this folder and view contentsAdopting appendices from the WHO model formulary
Close this folderWorking with a master document in Microsoft Word® to create a table of contents and index
View the documentCreating the table of contents
View the documentCreating the index
Open this folder and view contents7 PRODUCTION, DISTRIBUTION AND IMPLEMENTATION
Open this folder and view contents8 EVALUATION
Open this folder and view contents9 REVIEW AND UPDATE
View the documentREFERENCES
 

Working with a master document in Microsoft Word® to create a table of contents and index

Generation of both the table of contents and the index is a final editing task that should be carried out once all the chapters have been finalized and corrected. These tasks can be performed in one step within a master document. A master document contains links to a set of related subdocuments, i.e. the individual chapters of the NF, and allows the creation of the table of contents, index, cross-references, and headers and footers for all of the subdocuments. Box 6.2 outlines the important steps in the creation of a master document from the individual files using Microsoft Word®.

The person creating the master document should also check the instruction given in Word® Help for that particular version, as slight differences exist between different versions.

Working with a master document and subdocuments can be cumbersome and other solutions may work just as well.

• A final document may be created as a single document, in which the final page numbers, the table of contents and the index can be generated.

• If the document is too large to work with as a single document, it is possible to follow the example of the School of Pharmacy at the Medical University of Southern Africa (MEDUNSA). When creating a Formulary for primary health care based on the WMF they retained separate sections in different documents and indexed them separately. The partial indexes were pasted into a new (“text only”) document, combined and sorted alphabetically.


Box. 6.2. How to create a master document using Microsoft Word®

Step 1

Finalize all individual chapters, appendices etc. Make sure that the files have no header, footer or page numbers and that all main headings and subheadings have been created consistently using matching styles. Files should have the same page setup information, i.e. the margins, page size and layout of information should be the same.

Step 2

Make sure that you copy all the finalized chapters together into one directory.

Step 3

Open a new document and insert several blank paragraphs by pressing the enter key and position the cursor on the middle line.

Step 4

Switch to Outline View and on the Outline View toolbar find the Insert Subdocument button and insert all chapters in the correct order, one after the other, and save the file once all chapters have been inserted.

Step 5

Switch back to Normal view. Now your master document works as one large file. You can insert page numbers for the whole document file, headers and footers for the whole file and/or within individual sections by turning on or off the Same as Previous toggle switch in the View Header and Footer toolbar.

Step 6

Use Print Preview for checking layout.

Trouble shooting

If the master document is not working well, rather than trying to sort out errors, discard it and create a new master document.
If files need to be moved e.g. for printing, all subdocuments and master documents should be copied into the same named directory, otherwise the master document cannot locate them.
Check the Help for solutions both under About Master Documents and Troubleshoot Master documents and subdocuments of your word processor.

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