Template
When you create an event, a plan or an assignment, they are created on a template that is predestinated to contain certain information. You have the possibility to create your own personal templates.
When you create an event, a plan or an assignment, they are created from a template that is predestinated to contain certain information. For example, when you create an assignment, the type of assignment is always suggested to be "Text". Your organization has made global templates for event, plan and assignments. You can make your own personal template if you feel that the ones you usually create do not have the most common setting you need and you always need to fill in the same things over and over again.
When you are in the calendar view you have an icon up to the right of the screen. Click here and you will be able to choose to create your own personal template.
You can also create templates when you are in My assignment. The same function is reachable from the menu in the top of the list. In My assignment you can create plans and assignment, therefore it is these two types of template you can make here.
Example of an assignment template
You have chosen to create a personal template of the assignment. The editing dialog for your template is opened. You can clearly see that you are creating a template in the purple border, in the headline you see it is an assignment template your are editing.
You make three settings:
Type of assignment (photo)
You set your self as assignee
You set the topic to sport.
Click on the button Save to save your setting for your template.
Next time, when you create an assignment, you will get these settings in the assignment automatically. If the plan has more information you will get both the information from the plan + your own settings from your template.
If you want to change the settings you have made in your template, you can easily do this. Open the same menu as you did when you wanted to create an article. Now you see "Edit" instead of "Create".
When you open your created template you see that the text in the purple border has changed to edit" instead of "create".
If you are running NRP v4 for the first time and you don't have Templates in your OC, check out Migration guide 3x -> 4.x
3.x ➡ 4.xTemplates for different assignment types
In NRP version 6.5.0, the assignment template creation process has been improved to support various assignment types more effectively.
User can create their own personal template for each assignment type (Text, Graphics, Photo, Video) with custom description text and save the template. When a new assignment is created using a template, the saved ‘Description’ and others template content is pre-populated, allowing users to keep, edit, or remove it as needed.
When you are in the calendar view you have an icon up to the right of the screen. Click here and you will be able to choose to create your own personal template for each assignment type.
Once the template is created and saved, user can edit the template description using these options.
User can add following details in the template and the same content will be pre-populated on adding the new assignment.
Status
Location
Description
Assignees
Slug
Topic
Category
Points to remember:
If the plan does not have any description, template description gets added on creating the assignment.
If the plan does have any description, template description gets appended with plan description on creating the assignment.
Unit assignment templates now accessible to all users
In NRP version 6.5.1, enabled assignment templates accessibility to all user belongs to that unit.
Admin User can create a generic template which can be used by all users belongs to that unit for each assignment type (Text, Graphics, Photo, Video) with custom description text and save the template in one unit. When a new assignment is created using a template, the saved ‘Description’ and others template content is pre-populated, allowing users to keep, edit, or remove it as needed.
Points to be considered
Create and edit Assignment templates options are restricted using a permission , a new permission "dashboard:nrp/admin-assignment-template" has been created to restrict the access.
Only admin users (those assigned the new permission) are allowed to create or edit assignment templates.
Non‑admin users (those without the new permission) cannot edit templates; they can only use the assignment templates created by admins.
There is no change in create and edit access for Event and Planning templates.
Create/Edit assignment template option would be disabled for non admin users.
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