Templates

Templates allow saving an existing object's settings and reusing it for creating similar objects in future to maintain consistency of settings. We are adding templates support for commonly used objects in EduBrite - Group,User,Test,Course,Program,Course Session,Program Session and Lesson.

Example Scenario

In an example implementation of EduBrite, you might have course delivery for internal employees and external customers. Typically you will create different groups for employees and customers. Similarly, course sessions for these two audience typically will have different settings. E.g. for the employees, you might set access type of the courseSession to be either Open or By Invite, while for customers you might prefer Paid with 0 or non zero price so it appears in the course catalog. If you have large numbers of courseSessions to create, you can create one course session of either type with appropriate settings and save it as a template for future use. While setting up new course session, just pick the saved template and create new course session without having to go thru all the settings again.

 

How to use

Enable the feature: Check if you microsite has this feature turned on or not. Go to Site Details->Features to check the fetaure's status. Look for Templates feature towards the end of the features list. Enable it, in case its not yet enabled.

Group Template

Save an existing Group as Template: Edit an existing group, and notice two buttons at the bottom of the page. Save As Template will allow you to save the group's settings (which covers Visibility, Membership type and all the Options from the options tab).

 

Create new Group using Template: Now anytime you create a new group, you will be provided this dialog to choose a template. This dialog will be shown only if there are any group templates in the microsite. (In coming weeks, we'll bundle some pre-defined templates).

Apply settings from Template to existing Group: If you already have an existing group, and you want to copy settings from the template so its consitent with your other groups, just edit it and click on Apply settings from template. A dialog will appear to choose a template from, just select the appropriate one and click Save

 

Course Session Template

Save an existing Course Session as Template: Edit an exisitng course session, and notice two buttons at the bottom of the page. Save As Template will allow you to save the course session's settings (which covers Access Type, Max Learners, Max Subscription Days, Grading Scheme, and all the Settings from the Edit Settings dialog).

 

 

Create new Course Session using Template: Just like we explained for the groups, if there are any course session templates created, when you try to create a new course session, you will be see this dialog to choose a template. Just select a template and proceed to next step where you can select the group, enter start/end dates and name.

Apply settings from Template to existing Course Session: If you already have an existing course session, and you want to copy settings from the template so its consitent with your other course sessions, just edit it and click on Apply settings from template. A dialog will appear to choose a template from, just select the appropriate one and click Save

Note 

Course Session Templates can be created using a course session that's linked to a program session. When a course session is created using this template, course session is added in template specific program session if user who is creating course session has permission to edit template link program (i.e. site admin/ group admin in program's parent group).

Course Template

A course template can be created using an existing course's, course properties are saved as template and can be applied in another course. It provides a easier way to have same settings in multiple courses.

Create Course Template 

Edit an existing course, set course's all properties as needed. In course outline section, right click on course name, You will find a menu option 'Save As Template'. Clicking 'Save As Template' opens a popup to enter template name and description. 

Course template contains all course properties, there are few properties like duration,price those varies in each course that's why those are excluded in template.

Apply Course template

Edit any course and right click on course name in course outline section. 'Apply template' option is present. Click that option, it will present the list of all available course templates, select the template that you want to apply.

 

Test Template

Any existing test or survey can be used to create a new template. Template will contain all the settings from properties tab (except Name, Description and Number of Questions) , UI options and Custom Props tabs.  There are two buttons in the toolbar to save the existing test as a template, and to apply settings from template to the currently opened test in the editor.

Program Template

A program can be saved as a template and on existing program, a template can be applied.

Template can also be used to create a new program.

Program Session Template

A program can be saved as a template and on existing program, a template can be applied.

Template can also be used to create a new program session.

User Template

User's site role,timezone and group membership can be saved as a template that can be used when creating new users or can be applied on exiting users. 

Save template provides an option to restrict a template only for site admins or group admin (for specified groups),

  • Restrict to site admin - will not be presented to group admins (site role - learner) for user creation.
  • Restrict to group admin - will be presented to group admins of only specified groups.Multiple group can be selecetd for group admin only restricted template. These template will not be presented to group admin's to other groups those are not selecetd for that template.

Creating New User 

When creating a user (site admin/group admin), if user templates exist a popup appears to select the template for user creation, There is a option 'Cancel' to create user without template use. 

If template is selected, new user's site role/timezone and group membership will be applied using selected template.

(Please note if a group admin is creating a template, user's site role will be set as learner and user will be added in template's groups only if group admin (who is creating the user) has admin/coordinator role in those groups.

Lesson template 

Please refer to KB article course authoring - lesson/test/SCORM template for lesson template details.

Managing Templates

  • At present only site admins are allowed to create templates. So Save As Template button will be available only to the site admins. Any user in site can use the existing template.
  • Templates can be updated by giving them same name as any existing template while you save group / course session as template. You will see a message about an existing template with same name, and you can choose to overwrite it
  • Templates are internally managed in CMS, as a site admin, you can view them by going to CMS. Templates of each type have a distinct extension in their name. We don't recommend you to edit them manually, although its possible for an expert user with developer skills and familiarity with EduBrite's internals
  • To delete or rename templates, you can use CMS

  • To rename the template or to edit the description, open the Template popup dialog (either by triggering the create or apply action). Click on any template to highlight it, and click on Edit button. A small popup screen will allow quick update of name or description of the template


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