Templates & Activity Workflow Overview

The Templates tab is used to create, edit, and view templates associated with an organization or program. A template is a customizable, interactive document that defines the requirements of an activity submission.  A template acts as a container, providing a single document in which a submitter can enter text and images, respond to questions and tasks, attach files, and create links to their Timeline or ePortfolio.  It also includes any rubrics that will be used for assessment or grading. 

Every template has a specific type of workflow.  The workflow type defines how and by whom the template will be submitted and assessed.  


Workflow types include:


     1. Standard Workflow – Students complete and submit a template and the template is assessed by an instructor.

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     2. Peer Review Workflow – Students complete and submit a template.  The template is then randomly assigned for assessment to another student.  After peer assessment, the template is assessed by an instructor.

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     3. Assisted Assessment Workflow – Students complete and submit a template. The template is then assessed by a third party assessor or coordinator.  After coordinator assessment, the template is assessed by an instructor.

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     4. Form Submission Workflow – Students complete and submit a template.  The assessment step is skipped, and the data from the student submission is available for reporting. (forms, surveys, etc.)

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     5. Observational Assessment Workflow – The submission step is skipped, and the template is assessed by an instructor. (oral presentations, dispositions, etc.)

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     6. Internship Workflow - Students complete and submit a template. The template is then assessed by the student's assigned mentor(s) and/or supervisor(s)

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     7. Internship Form Workflow - Students complete and submit a template. The assessment step is skipped, and the data from the student submission is available for reporting. (NOTE: a student's assigned mentor(s) and supervisor(s) can view activities created with the "Internship Form workflow," but not activities created with the "Form Submission" workflow).

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     8. Internship Observational Workflow - The submission step is skipped, and the template is assessed by the student's assigned mentor(s) and/or supervisor(s)

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ePortfolio Templates

ePortfolio Templates allow admins and faculty to set standard requirements for student ePortfolios, which can then be included as apart of an Activity Template. To use an ePortfolio in a Template, you must first create an ePortfolio Template.

ePortfolio templates are created from the Templates tab in Academics & Offices. Although the Templates tab is associated with a specific organization or program, any ePortfolio template is accessible to all students. Review the ePortfolio Help Center Article for more information.

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