How can I make a copy of a DRF template?

Making a copy of a DRF template will allow you to reuse the original structure of your DRF. You can make edits to the copied DRF template without compromising any evaluation data associated with the original template.

To make a copy of your DRF, first click TS Coordinator from the top menu bar. Then click on DRF Template Builder under the DRF Assessment System section. In the DRF Template Builder, you will see your existing DRF Templates listed below. Click the Copy button across from the title of the DRF you wish to copy and then enter a new name (to distinguish it from the original) in the space provided. Click Copy to finalize and return to the DRF template builder. The copied template will now appear in the list of existing templates below.

More information on copying DRF Templates or Programs:

Copying an Existing DRF Template

If you wish to make extensive changes to existing requirements/evaluation methods without affecting the previous groups of participants in your DRF, you can make a copy of your DRF Template.

To begin, click on the TS Coordinator menu.

A navigation bar showing menu options for Taskstream LAT, including Folios & Web Pages, Lessons, Units & Rubrics, Standards, Communications, Resources, and a highlighted TS Coordinator tab.

Click the DRF Template Builder link.

A TS Coordinator Main Menu page showing options within the DRF Assessment System, including a highlighted DRF Template Builder link, DRF, TPA & PACT Programs, and DRF Program Reports, along with supporting tools such as Rubric Wizard and Form & Survey Builder.

Locate the template you wish to copy in the list and click the Copy button to the right.

A folder tools section showing a listed assessment folder titled ‘General Education – Course Based Assessment’ with action buttons for Edit, a highlighted Copy button, Rename, and Delete, along with a link to view folder details.

Specify a new name for the template and click Copy.

A folio copy settings section showing fields for entering a new folio name and an optional folder selection menu, along with action buttons for Cancel and a highlighted Copy button.

Once the template is copied, make any changes you need to such as adding/removing requirements, altering directions, changing evaluation methods, etc.

Copying an Existing DRF Program

If you have made changes to your DRF Template and/or are creating a DRF Program for a new group of participants for a DRF Program which your organization administered previously, you may wish to consider copying the existing version of the program. This will allow you to maintain the same program settings for the new group of participants.

To begin, click the TS Coordinator menu.

A navigation bar showing menu options for Taskstream LAT, including Folios & Web Pages, Lessons, Units & Rubrics, Standards, Communications, Resources, and a highlighted TS Coordinator tab.

Click the DRF Programs link. (Link name may also include TPA & PACT)

A TS Coordinator Main Menu page showing options within the DRF Assessment System, including DRF Template Builder, a highlighted DRF Programs option for enrolling participants and setting preferences, and DRF Program Reports, along with supporting tools such as Rubric Wizard and Form & Survey Builder.

Locate the DRF Program you wish to copy in the list and click the Copy button to the right.

An assessment program listing showing a Course Based Folio 2016–2017 entry with an associated DRF template labeled ‘Course Based DEMO,’ along with action buttons for Edit, a highlighted Copy button, Delete, and Archive.

Enter a title for the new program.

A General Information section showing a highlighted Title field containing the text ‘General Education Course Based Assessment 2017‑201,’ along with an empty Program Description field.

  • You may wish to copy a portion of the previous program’s enrollment – if so, click Yes and check the boxes for Authors, Evaluators, and/or Managers.

    An enrollment copy settings section showing the option ‘Copy Enrollment?’ with Yes and No selections, with the Yes option highlighted. The section also shows a View Roster button and role groups for Authors, Evaluators, and Managers, each indicating one associated user.

  • (Optional) If your previous version of the program used Manual Grouping, you will need to select whether or not you wish to copy groups as well.

Click the Copy Program button after making your changes and selections.

Copy Program button

You will still need to set an enrollment option, choose the appropriate DRF template, and make the program active. To proceed, click the Modify and Activate This Copied DRF Program button.

Modify and Activate This Copied DRF Program button

Click tab 2, DRF Template.

A program navigation bar showing options for All Programs, Setup, a highlighted DRF Template tab, Enrollment, Grouping, Resources, and Status.

Select the category My DRF Templates and click the Go button.

A DRF template selection section showing a dropdown menu labeled ‘Select/Adapt an Existing DRF Template’ set to ‘My DRF templates,’ along with a highlighted Go button.

Find the appropriate template and click the Select This Template button.

A DRF template selection section showing the General Education – Course Based Assessment template with creator and date details, along with action buttons for Preview and a highlighted Select This Template button.

(Optional) If this DRF Template has been used in other DRF Programs, select to Use this DRF template as is or Make a copy of the DRF Template.

A copying preferences section showing options to use the DRF template ‘as is’ or to make a copy of the DRF template, with descriptive text explaining the implications of each choice. The section includes an informational note about data aggregation limitations when copies are created.

Choose whether or not multiple evaluations are need for each submission and click the Continue button.

A multiple evaluators section showing options for selecting whether multiple evaluators are needed, including ‘Multiple evaluators NOT needed’ and ‘Multiple evaluators needed,’ along with an informational note about assigning an evaluation manager. The section includes Cancel and a highlighted Continue button.

Click tab 3, Enrollment. Here you can manually enroll faculty as Reviewers and/or Evaluators. You can also enroll students as Authors or enable a self-enrollment code so that students can enroll themselves.

A participant enrollment section showing options for how to add program participants, including allowing authors to self-enroll with the setting shown as Off and a Change button, and buttons to enroll individual participants as Authors, Reviewers, Evaluators, or Managers, along with an Unenroll button. The section also includes options to view enrollment history and run a failed enrollment report.

Click tab 6, Status.

A program navigation bar showing options for All Programs, Setup, DRF Template, Enrollment, Grouping, Resources, and a highlighted Status tab.

Click the Change Status to Active button.

A Status Details section showing the program marked as inactive, with a table listing setup tasks such as evaluator grouping, resources, and the DRF template, each displaying its completion status and notes, along with a highlighted Change Status to Active button.

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