Template Management Screen

The Template Management screen consists of the following sections:

The Filtering section enables you to filter by correspondence type and document category to view existing template records.

Note: You can also filter by entering text in the Title field without selecting a document category. The module will then display all templates with that word in the title.

Filtering section

The fields in the Filtering section are described in the following table.

This field	Holds this information...
Correspondence Type	The type of correspondence the template is associated with. Select from: Letter Email SMS
Document Category	The document category for the correspondence. Select from: Applications Enquiry Enrolment Interviews Learners Offers Staff Note: You can only send correspondence to staff members in Data Miner. Selecting one of the options will populate the grid under the Filtering section with all templates associated with the selected document category for the correspondence type.
Title	Search field that can be used to search all document categories for a specific template.
Include Inactive	Whether inactive templates are displayed on the grid below the Filtering section with the active templates.

When you have selected a document category or entered characters in the Title field, a grid will display. This grid shows a list of templates based on the values set in the Filtering section.

Filtering section - grid

Template Details section

The Template Details section displays the template selected in the Filtering section. This section is split between the Template Details and Information tabs.

Template Details section

The fields on the Template Details tab are described in the following table.

This field	Holds this information...
Correspondence Type	The correspondence type the template is associated with (read-only). This cannot be amended for an existing template.
Document Category	The document category the template is associated with. If required, select a different category to associate the template with from the drop-down list. Note: The selection of the document category will also determine what merge fields are available in the template body section.
Title	The name of the template.
Active	Whether the template is currently active.
Store a copy in student's record	Whether a copy of the generated correspondence will be automatically stored in the learner's record. If this is set then the setting in the Correspondence Wizard will be locked so it cannot be amended.
Content can be edited	Whether the contents of the correspondence can be edited by the user when being generated.

The Information tab displays the user who created the selected template and when it was created, and also the user who last updated the selected template and when it was updated if applicable.

Information tab

Template Body section

The template body section contains the text and style of the correspondence that will be sent.

Template body section

Note: For the Email correspondence type, a Subject field will be visible in the template body. This is to hold a pre-defined subject for the email template.

Subject field for email correspondence templates

Clicking the body of the template will display the editing panel, which provides formatting options that can be added to the template. These panels will change depending on the correspondence type of the template.

Editing panel

A tooltip will display above the panel when hovering your cursor over a button, enabling you to see what each button does.

Editing panel - tooltip

Note: The SMS panel displays the current character count and the character limit set in the Maximum characters for SMS (text messages) institution setting. This will go red if the character limit is exceeded.

The following table describes what each of the formatting options does in the editing panel.

Option Button	Option Name	Does the following...
	Cut	Cuts the selected text from the document body and stores it in the clipboard.
	Copy	Copies the selected text from the document body and stores it in the clipboard
	Paste	Pastes the contents of the clipboard into the document template.
	Paste as plain text	Pastes the contents of the clipboard in the document template, removing any formatting from the pasted text.
	Paste from Word	Pastes the contents of the clipboard into the document template, keeping any Word formatting as it is pasted.
	Undo	Undoes the previous change to the template.
	Redo	Revokes the last Undo function.
	Paragraph Format	Enables you to change the paragraph format for the currently selected paragraph in the template.
	Font Name	The font name for the selected text.
	Font Size	The font size for the selected text.
	Remove Format	Removes any formatting from a selected piece of text.
	Insert/Remove Numbered List	Adds a numbered list to the template. You can remove the list by clicking the button again while the numbered list is selected.
	Insert/Remove Bulleted List	Adds a bulleted list to the template. You can remove the list by clicking the button again while the numbered list is bulleted.
	Decrease Indent	Decreases the indent of a paragraph if one exists.
	Increase Indent	Increases the indent of a paragraph. This can also be used to create nested lists by clicking the button while on a numbered or bulleted list.
	Text Direction from Left to Right	Sets the text to flow from left to right.
	Text Direction from Right to Left	Sets the text to flow from right to left.
	Bold	Sets the selected text to a bold format.
	Italic	Sets the selected text to an italic format.
	Underline	Underlines the currently selected text.
	Strike Through	Strikes a line through the currently selected text.
	Subscript	Enables you to add smaller text slightly below the line of type.
	Superscript	Enables you to add smaller text slightly above the line of type.
	Text Colour	Enables you to change the colour of the text. Click the button to select the colour you want to change the text to.
	Background Colour	Enables you to change the background colour of the text. Click the button to select the colour you want to change the text to.
	Align Left	Aligns the text to the left.
	Centre	Aligns the text to the centre of the template.
	Align Right	Aligns the text to the right.
	Justify	Sets the current paragraph to be justified text.
	Image	Enables you to add an image to the template. A window will display where you can either select a URL or a local file to be added.
	Table	Adds a table to the template. A window will display where you can select the amount of rows and columns, as well as the width and height of the table on the template.
	Repeated Row	Used in tables to allow for repeated child information to be displayed over repeated rows (for example: an enrolment that has multiple fees). To add a repeated row: Add a table to the template using the Table button referenced above. Select the cell you want to add a repeating row to. Click the Repeated Row button. Select the merge field you want to repeat in the table from the Merge Fields list.
	Insert Horizontal Line	Adds a horizontal line to the document.
	Insert Special Character	Opens a window so you can select a special character to the template.
	Insert Page Break for Printing	Creates a page break on the template, enabling you to add multiple pages.
	Find	Opens a window that enables you to search for a word in the template.
	Replace	Opens a window that enables you to find text in a template and replace it with other text.
	Select All	Selects everything in the template.
	Show Blocks	Breaks the template into blocks such as different paragraphs.
	About CK Editor	Displays information on the editor, including a link to the editor user guide.
	Link	Opens a window that enables you to add a link type. This can be a URL, a link to an anchor in the template text or an email address. You can also click the Target tab to decide what happens when the user clicks the link. Note: This button is only available for the Email correspondence type.
	Unlink	Removes the link from selected text. Note: This button is only available for the Email correspondence type.
	Anchor	Adds an anchor to the template, enabling you to set a link that users will be able to click on to go directly to the anchor. Note: This button is only available for the Email correspondence type.