Overview
As a provider, you have the option to create or add data resources in Paradigm, e.g. email templates should the need arise. These templates can be added with dynamic data or merge fields that we made available for you to use in creating the content. This knowledge article will provide a workflow on how to search, add, and edit templates, and some template examples as well.
...
| Expand |
|---|
|
AssumptionsYou have the minimum required permission level to access the Provider tab You understand that making changes within this section has system-wide implications. You have an understanding of the Australian Tertiary Education System / VET Sector.
|
...
| Expand |
|---|
| title | 1. How to Search for Communication Module Template |
|---|
|
How to for a Communication Module Template
, Choose Providers > Search Content menus on the side. Enter either of these search criteria (Data Resource Name or Number, Purpose, Category, or Status). Click the SEARCH DATA RESOURCE button. This will return a list of data resources/templates that meet your searched criteria.
You have the option to filter the returned options more by typing a keyword of the template name that you want to search. This will reduce the number of results to that keyword that you’ve entered. Click the blue hyperlink on the left side of the template that you want to view.  | Info |
|---|
INFO: In the sample screenshot above, since the keyword “can” has been entered, the results list has been limited to the templates which has the keyword “can” on them. |
After clicking the template that you want to view or search, it will open the EDIT DATA RESOURCE Form section of that template (sample template screenshot shown below).
back to top |
| Expand |
|---|
| title | 2. How to Add / Create an Email Template |
|---|
|
How to or an Email Template
, Choose Providers > Add Content menus on the side. In the EDIT DATA RESOURCE Form section, fill out the required fields accordingly. Refer to the guide below.
Purpose – Select the most relevant purpose of the template from the drop-down list. Category – Select the most relevant category from the drop-down list. Data Resource Name – Enter the template name here. Data – Enter the body of the message or the template here. Refer to the “| Status |
|---|
| colour | Red |
|---|
| title | merge fields |
|---|
|
Within Communication Templates with Descriptions” table above under the Key Terms and Conceptssection for a list of merge fields you can use in your template. Status – Select the status of your template here. Permission Level – Select the minimum permission level required to use this template. Template Name – *The name from this field will end up appearing in the Communication Template Message drop-downs. You can copy the same name from the data resource name field above.
After filling out the required fields, click the SAVE DATA RESOURCE button.back to top |
| Expand |
|---|
| title | 3. How to Edit an Email Template |
|---|
|
How to an Email Template
NOTE: You may make ad-hoc changes to an email template via the Communication Module prior to sending the email without changing the original email template (e.g. updating a semester number or year).
You have the option to filter the returned options more by typing a keyword of the template name that you want to edit. This will reduce the number of results to that keyword that you’ve entered. Click the blue hyperlink on the left side of the template that you want to edit. | Info |
|---|
INFO: In the sample screenshot above, since the keyword “can” has been entered, the results list has been limited to the templates which has the keyword “can” on them. |
After clicking the template that you want to edit, it will open the EDIT DATA RESOURCE Form section of that template (sample template screenshot shown below). Edit or update the required information or fields. Refer to all the possible editable fields below (fields highlighted in RED): Purpose – You can edit the purpose of the template to (possible values): Email Template, Transition Template, Commitment Agreement, Student Review Template. Category – You can edit the category of the template to (possible values): Student, Template, Academic, General. Data Resource Name – You can edit the name here. Data – You can edit the body of the template here. Refer to the “| Status |
|---|
| colour | Red |
|---|
| title | merge fields |
|---|
|
Within Communication Templates with Descriptions” table above under the Key Terms and Conceptssection for a list of merge fields you can add to your template. Status – You can edit the status to: Deleted, Revised Draft, etc. Permission Level – You can change the permission level, to whoever has the minimum required level access to access or view this template. Template Name – You can rename your template here.
After editing and updating the required fields, click the SAVE DATA RESOURCE button or the SAVE DATA RESOURCE AS NEW REVISION as required.back to top |
...