Template Fields
Required Template Fields
Each template inside of Planning has a set of required fields. These fields are denoted by a lock icon to the right of the field name (see screenshot below). Below is a list of required fields and a description of the field as well.
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While these fields are required to create a template, they can be reordered or hidden from the view of end users by adjusting the field permissions.
Field Type | Field Description |
Title | Title of item that will be displayed us unit workspace |
Start | Starting date (m/dd/yyyy) of item |
End | End date (m/dd/yyyy) of item |
Progress | Institution provided options to measure the progress of a given item. |
Providing Department | Populates the name automatically based on the department the item was created in |
Responsible Roles | Allows a user to assign themselves (or someone else) responsible for accomplishing the item |
Additional Available Fields
While a template can be made up of only required fields, site administrators have the ability to add additional fields depending on the institution's overall implementation plan. Below is a screenshot of where additional fields can be added when building a new template, as well as a list of fields and a description.
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Field Type | Field Description |
Anthology Data Source | Integrated sources of data from Baseline survey saved views, aggregate Outcomes data, or Portfolio reports of rubrics data |
True/False | Display a check box that equals "True" when checked and "False" when unchecked |
Choice | Custom drop-down menu that can be customized by the institution |
Currency | Formats number to a currency format ($0.00) |
Date | Date field in the format of (mm/dd/yyyy) |
Confidence | Institution provided options to measure the confidence of a given item |
Description | Text box with plain text formatting to serve as an introductory description of the given item |
Number Identifier | Single line of text that can accept numeric or text value that is displayed in the summary area of the unit workspace |
Percent Complete | Provides users the ability to enter a value as a percentage out of a total possible 100% |
Recipient Roles | Allows user to select from a list of users who have permissions to the item. This is only for display purposes to list individuals on an item |
Number | Single line that can display a number as a percentage or decimal point |
Department | |
Large Rich Text Box | Rich text field with an attached file library that can be turned on or off |
Small Rich Text Box | Rich text field with similar capabilities as the large rich text box without the ability to have a connected file library |
Role | |
Sources | Provides an area for additional document storage for the template. A template can have only one sources field per template |
Text Box Single Line | Single line of plain text with a 255 character limit |