Changing a DRF Template in Use

Situations may occasionally arise where there is a need to make changes to a DRF Template that is currently in use by participants. Once a template is in use, this will limit the types of changes you can make because data preservation is extremely important to the Taskstream system.

The tables below provide an overview of the types of changes that can be made after submissions and evaluations have occurred.

DRF Template Structure Changes

A permissions table in an online platform showing whether changes can be made to items such as Add Requirement, Delete Requirement, Rename Requirement, Move Requirement, Edit Directions, and Edit Content Types.

DRF Evaluation Method Changes

A scoring‑method comparison table in an online platform showing settings for Meets/Does Not Meet, Pass/Fail, Write‑In Score, Rubric, and Custom Form across options such as Final Scoring Method, Edit Notes to Evaluator, Visibility to Students, Values and/or Weights, Deletion of Criteria/Elements, and Remove Evaluation Method.

Managing Changes to a DRF Template in Use

In some cases, a requirement in a DRF may become outdated due to changes such as:

  • Content of requirement has changed
  • Assessment instrument has changed

Once the evaluation process begins, you will not be able to make those changes without deleting all evaluations associated with that requirement.

It is highly recommended not to delete evaluation data within LAT.

To accommodate changes of this nature, the best and suggested solution would be to create a new version of that requirement in the DRF Template and hide the previous one from participants using the visibility feature in the DRF Program setup. These steps are outlined below.

Creating a New Requirement and Using Visibility

To begin, make a copy of the original requirement in the DRF Template.

A course requirements panel in an online platform showing categories such as General Information, Course 101, Course 102, and Capstone, with Requirement 2 selected and a context menu showing options for adding categories and requirements, along with other options including Copy, Rename, Move, and Delete, with the Copy option highlighted.

Once you’ve made a copy of the requirement, rename it to differentiate it from the original. It is recommended to include dates to assist with clarity when running reports.

A General Information section in an online platform showing Course 101 with three listed requirements, including Requirement 1 and two versions of Requirement 2, with the text ‘(through Spring 2017)’ and ‘(as of Fall 2017)’ highlighted.

(Optional) Update/change the directions for the new version of the requirement.

A directions section in an online platform showing an option to add directions for authors, with a Directions panel indicating that no directions have been added, and the Add/Edit Directions button highlighted.

When the requirement was copied, the original evaluation method was copied over as well. Make any necessary changes to the evaluation method for the new requirement.

A Course 101 requirements table in an online platform showing Requirement 1, Requirement 2 (through Spring 2017), and Requirement 2 (as of Fall 2017), with the Fall 2017 version highlighted, along with rubric and scoring details and action buttons including Reassign/Edit Evaluation Method and Preview Evaluation Screen, with the Reassign/Edit Evaluation Method button highlighted.

Once you’ve made the necessary changes to the DRF Template, you can access Tab 2 of the DRF Program setup to adjust the visibility.

A DRF Program Management page in an online platform showing options for navigating All Programs, Setup, DRF Template, Enrollment, Grouping, Resources, and Status, along with settings for a selected DRF template including evaluator numbers, due dates, and visibility settings, with the DRF Template tab highlighted and the Author Visibility of DRF and Evaluator Visibility of DRF columns highlighted.

For the previous version of the requirement, it is recommended to hide it for the following:

  • All students who have not yet submitted.
  • All future students who will be enrolled into this DRF Program – check the box for Preference for future enrollment.

Click Apply Changes when finished.

A restrict‑access page for Course 101: Requirement 2 (through Spring 2017) showing options to cancel, restore preferences, and apply changes, along with messages about author access status and preferences for future enrollment, with the preference message highlighted, the Work Not Started status for Eddie Bonfanti highlighted, and the Apply Changes button highlighted.

For the new version of the requirement, it is recommended to hide it for the following:

  • Students who were already evaluated in the previous version of the requirement.

(Optional) You may also hide the previous version of the requirement from Evaluators who should not see it by editing the Evaluator Visibility settings.

If you need an authorization code, Submit A Request with the subject "Authorization Code." In your request, provide a description of what you would like to edit or delete, including the exact names of the respective rubrics and DRF templates.

For more information on authorization codes, see:

Taskstream Authorization Code for Template and Rubric Edits that May Delete Data

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