Templates - Setup

Overview of course                                                                                   

The Templates Setup course is designed to provide a detailed understanding of how to create and customise templates in TEAMS. This course covers the creation of SMS templates, Email templates, and Report templates, including certificates, Statements of Attainment, interim documents, and Records of Results. You will learn how to effectively use merge fields and master tables to generate personalised, professional, and accurate documents for students.

Please note: The lessons in the curriculum are laid out in a set sequence. Please follow the quizzes and assignments in the sequence that they appear, to ensure a smooth and easy progression through this course.

Outcomes

Once you have successfully completed the course, you should be able to:

• Create and customise SMS templates for automated and manual messaging.

• Design and configure Email templates for professional communication.

• Develop Report templates for key student documents, including certificates and academic records.
• Use merge fields and master tables to personalise templates and streamline workflows.

Who is this course for?

• System administrators  responsible for configuring and maintaining templates in TEAMS.

• Operational staff tasked with managing communication and documentation processes.

• Anyone involved in creating professional templates for communication and reporting purposes.