The Template
Your Template is where you define all the different Sections, Profile Types, Rating Systems and Fields / Checks that are available.
You can show/hide Sections and Fields for different Profile Types, or have a more advanced setup using the logic builder.
It also allows you to select which Rating System fields count towards.
Templates are layered as follows:
The Default Template that you see within the Template Editor is made up of an Application Template which contains items such as Profile Details, with names, start/end date etc.
For UK Education, this also includes our Guidance Template which consists of all of the Sections and Fields needed for an Inspection. These are taken from the KCSiE guidance. (This is what we provide by default in order to ensure that you are compliant and ready for an Inspection. Therefore anything that is Statutory can't be switched off or modified.)
Then would come as a Federation Template if you are part of a Federation. Also known as the Parent Template.
And finally an Organisation Template. If you are part of a Federation, then then Organisation Template is also known as the Child Template.
If changes are made to a Federation Template they would flow down into the Templates of all the Organisations within that Federation.
The Federation and Organisation Templates are what you will be able to modify and customise as per your policies and procedures.
They are available under Settings > Federation/Organisation > Templates
To edit a Template, just press the Edit button to the right of the Template to be taken to the editor.
Here you will be able to see all the Sections and Fields that are available by Default:
Each Profile Type can also be tailored.
Simple examples are to only have Sections / Fields appearing for selected Profile Types, but you can also adjust the Ratings and Labels of the fields as well.
To remove complexity, we decided to make it so that the ordering is per Template, not per the individual Profile Type.
You can add Sections, Fields and rearrange them to suit your particular configuration.
All Template editing is done in draft mode. So any changes you make are saved as you go. When you are happy with the changes you've made, press Publish Changes.
Template Locking
Locking
When editing a Template, the Lock icon appears in several places on the Template Editor. Notable examples are our Section and Field Editors:
The Lock States
The lock has 2 states, Locked and Unlocked.
Locked
When it is Locked, this means that no Templates underneath this one can override this value. Even if it has been changed already.
For example, if you are editing a Trust template, and lock the Name on a Section, this means that Organisations will not be able to modify the Name property on this section and it will appear as read-only in their Template Editors.
Note: If the child template has already made a change to the Name, and you enable the lock, their change will no longer be honoured.
Unlocked
When it is Unlocked, this means that there are no editing restrictions in place.
This is the mechanism we use in our Application and Guidance Templates to ensure that mandatory fields cannot be disabled or renamed.
We do provide some default fields in our Templates such as Middle Name or Address Fields which can be turned off and replaced with your own.
If you were part of a Federation and decided you must record the Middle Name in all schools, the Visibility can be turned on and Locked, then any Organisation Templates will be forced to adopt this field.
The other important aspect is that Profiles can also Hide non-mandatory checks using the Hide Checks functionality. If you want to prevent this, you need to Lock the Visibility on the relevant fields.