Templates - Setup
- Description
- Curriculum
- Reviews
Overview of the course
The Templates Setup course is designed to give you a comprehensive understanding of how to create, customise, and manage templates within TEAMS. Throughout this course, you’ll learn how to build and configure SMS, Email, and Report templates—including Certificates, Statements of Attainment, Interim Documents, and Records of Results.
🔔 Please note: The lessons and quizzes are arranged in a specific order. To ensure a seamless learning experience, please complete them in the order they appear.
Outcomes
Once you have successfully completed the course, you should be able to:
- Create and customise SMS templates for both manual and automated communication
- Design professional Email templates tailored to various communication needs
- Develop Report templates for essential student documents, including academic certificates and records
- Use merge fields and master tables to automate and personalise documents, saving time and ensuring consistency.
Who is this course for?
- System Administrators responsible for managing and configuring TEAMS templates
- Operational Staff involved in communication workflows and student document generation
- Anyone tasked with creating professional, compliant templates for communication, reporting, or academic records
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2
Templates (letters, emails and SMS)This lesson guides users through creating, managing, and customising Email, SMS, and Letter Report templates in TEAMS. It includes steps for setting up templates, editing, using merge fields, and ensuring consistency in communication and reporting.
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3
Templates (letters, email and SMS) Quiz
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4
Report Template
Learn how to download, customise, and upload report templates in TEAMS. This lesson covers working with merge fields and tables for offer letters, academic documents, invoices, payments, and warning letters to streamline communication and ensure professional consistency.
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5
Report Templates Quiz
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6
Email Template
Learn how to create, customise, and send email templates in TEAMS for various entities like students, agents, and applications. This lesson guides you through the Email Template Entry screen, merge field usage, template types, and sending options via individual or bulk communication.
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7
Email Templates Quiz
