As an EdSmart school, you’ll be aware that all forms across your Workflows are based on a pre-built Template. While this Template is designed for maximum usability, there are some things you should know about organising your Templates that will make life a whole lot easier.
Tip #1 – Sort your Templates under Categories
Create Categories for your Templates according to the Form type or purpose. Doing this will enable you to find Forms and Templates with minimal fuss, especially once your library of Forms and their uses grows. These Categories may also be assigned to one or more groups.
On the Settings page, click the Form Template Categories option. The list indicates the number of Form Templates assigned to each Category, and whether the Category is assigned to one or more User Groups. User Groups can be used to control access to the Form Templates and Slips/Forms created from the Templates.
Click the blue 'Add New' button (see above) to create a new Category, or click to edit an existing Category. You can assign the Category to a User Group when editing.
Add Template to Category A Form Template can be assigned to one or more Categories. Edit the Template and select the required Categories (see below).
Add all Slips/Forms Created Using a Template to a Slip/Form Folder A Form Template can be assigned to a folder so that all the Slips/Forms created from this Template are saved into a Slip/Form Folder upon creation. You can select the folder inside the Form Template creation page (see below).
Tip #2 – Read Only versus editable fields
You can make your text fields both editable or read only. This way you can control what a staff member or parent can change when interacting with the form. If you do not want anyone changing the text, tick the Read Only Label in the field (see below).
Allowing a parent to change details can assist you to show them data and have them make changes.Using this in combination with Student Attributes can also assist you when choosing the export “changes in Student Attributes”.
Converting a text field to Read Only in the actual field
Tip #3 – Keep your Templates as generic as possible
By keeping Templates generic, you help facilitate repeat use. Leave Date and Activity fields blank so they can then be specified on the Slip itself.
Want to know more about Templates (or anything else)?
Feel free to contact our Customer Support Team directly on +61 3 8560 0980 or firstname.lastname@example.org
"Our parents love the immediacy of EdSmart and we now average between 95% and 97% response rate within a week of sending out a notice. Lost paperwork is almost unheard of now, but if a parent has accidentally deleted a slip it is very simple to resend it." Burnside Primary, South Australia