Managing Templates

Managing Templates

Each Organization and Program has a Templates tab, from which adminstrators can:

 

  1. Create Folders - Easily group relevant templates together into folders for better organization
  2. Create Templates - Utilize Templates to build customizable, interactive documents that define the requirements of an activity submission
  3. Create Activities from a Template - mass distribute activities to multiple course sections
  4. View Template Activity History - review template usage details, including which course sections utilize the template

 

The following article is a basic overview of these options. Review the additional articles within this section for more details on utilizing these administrator features.

 

To get started, select “Create New” and either “New Template” or “New Folder”:

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When Creating or Renaming a folder, please note that folder names must be unique to the organization or program.

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Folders can also be moved to be nested within another folder or moved to a different organization or program. Note that a parent folder cannot be moved into a child folder. The parent folder will be automatically selected as “Current.”

 

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Breadcrumbs are available for easy navigation; clicking on any breadcrumb takes you back to the selected folder.

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Template Details

To view additional details of template usage, select the “Show More” option

 

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Additional template management tools include: Sort, Search, Filter by Template Type, Filter by Status, Edit, Archive, and Delete.

Note: The option to delete is only available if the template is “Not In Use.” Templates marked as “In Use” indicate they have been used to publish activities within specific course sections

        

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