SA – ST – Conditions

In this lesson, you’ll learn how to create and manage Conditions in TEAMS to support clear, consistent, and compliant communication throughout the applicant and student lifecycle.
Conditions are commonly used in Offer Letters, particularly when issuing Conditional Offers, and can also be applied at the student/enrolment level to record academic, financial, or compliance-related requirements.

You’ll learn how to:

• Access the Notes Template screen and locate existing condition templates.
• Create new Condition Templates and configure key fields such as Campus, Applies To, Shown In, Title, and Notes.
• Write condition text that appears correctly in Offer Letters and merged documents.
• Activate templates and understand why condition titles cannot be edited once created.
• Apply conditions to applicants or applications for conditional offers.
• Apply conditions to students or enrolments for ongoing monitoring requirements.
• Understand how TEAMS automatically merges condition text into Offer Letters using the Conditions merge field.
• Use the Applies To field to create templates for other areas such as Documents or Contact Logs when required.
• Maintain consistency and reduce repetitive data entry by reusing templates across TEAMS.

By the end of this lesson, you’ll know how to set up and use Condition Templates effectively, helping your team streamline workflows, improve accuracy, and maintain consistent communication across TEAMS.

IMPORTANT: After creating a Condition Template, ensure it is marked Active, otherwise it will not appear for staff when applying conditions to applicants or students.