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admin_er_templates [2017/02/02 10:49]
sped_forms
admin_er_templates [2017/02/02 10:53] (current)
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 +====== Managing Templates for ERs, Tests and Criteria ======
  
 +
 +<wrap em>Super Administrators only</​wrap>​
 +
 +Administrators can create and edit ER Forms Templates, Tests and Criteria that are specific to the needs of your users.
 +<WRAP right round box 12%>
 +{{ :​tests_templates_criteria.jpg?​nolink |}}
 +</​WRAP>​
 +===== Add a Template, Test or Criteria =====
 +
 +
 +  - Navigate to the Administration Menu.
 +  - Click on the "​Organization"​ button.
 +  - Click on "​Evaluation templates"​.
 +  - Choose a specific type or category: "​Templates",​ "​Tests"​ or "​Criteria"​.
 +  - Type a name next to "Add New..."​.
 +  - Click the "​Add"​ button.
 +
 +===== Edit a Template, Test or Criteria =====
 +<WRAP right round tip 40%>
 +The characters CHLD will be replaced with the student'​s first name when this template is imported/​pasted into the teacher'​s evaluation report.
 +</​WRAP>​
 +  - Navigate to the Administration Menu.
 +  - Click on the "​Organization"​ button.
 +  - Click on "​Evaluation templates"​.
 +  - Choose a specific type or category:
 +  - "​Templates",​ "​Tests"​ or "​Criteria"​.
 +  - Click on the Template'​s name or the "​View"​ button next to the template'​s name (if you are editing an entire "​Template"​ you will also have to click on each of the individual sections that you want to edit).
 +  - Make changes as needed
 +  - Click "​Save"​.
 +
 +<WRAP right round box 52%>
 +{{ :​template_add_edit_delete.jpg?​nolink |}}
 +</​WRAP>​
 +===== Remove a Template, Test or Criteria =====
 +<WRAP right round tip 40%>
 +Be careful when using the copy & paste feature to transfer text from a word processing program, like Microsoft Word, to your SpEd Forms templates.
 +</​WRAP>​
 +  - Navigate to the Administration Menu.
 +  - Click on the "​Organization"​ button.
 +  - Click on "​Evaluation templates"​.
 +  - Choose a specific type or category:
 +  - "​Templates",​ "​Tests"​ or "​Criteria"​.
 +  - Click the "​Delete"​ button next to the Template'​s name (if you are deleting an entire "​Template",​ all the sections of the template will be removed).
 +
 +
 +  * Tab characters will not be recognized in the web browser
 +  * The (Courier) font used in classic Text Mode is spaced much differently than proportional fonts like Arial or Times. For example, if you are not using "​Design Mode", you may want to change the font to "​Courier"​ in your word processor, then find & replace all tabs with several spaces, then add or delete spaces to realign columns.
 +  * If you are using Design Mode, be sure to follow the copy and paste guidelines.
admin_er_templates.txt · Last modified: 2017/02/02 10:53 (external edit)
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