Ability to edit a Template on student level when sending, and not have it edit the Master Template
Request to be able to Edit a Template at the Student Level before sending, and not have it Edit the Master Template.
Majority of the fields that are available in Templates are great, and link the student information that we require into a Template that we send to the Student. Sometimes however, we require the ability to make a minor change to the template before sending to the Class / Student but we don't want to edit the Master Template. For example - when we issue certificates, we award a "Champion" to one student, it would be great that we could edit the template on the "Student" level before sending (and not editing the MASTER template) i.e. for it to state an extra sentence "Congratulations on being awarded Class Champion". Or another example, our template is set up for students that make changes to their payment plan / vary their payment plan. Currently we can only send a very generic template to them with the sentence; "Your request for a variation to your EzyPay Payment Plan has been actioned today" so that we can send to all. It would be great if we could Edit the Template (but NOT the master) so that we can change this sentence to you "Your request for a variation to your EzyPay Payment Plan has been actioned today - your new plan is set for $100 payments occurring weekly on a Tuesday".
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Having the ability to edit a template for an individual learner and not have it edit the master template is highly desirable for us as well. For example when sending withdrawal confirmation emails, its great to have a generic template with all the normal withdrawal info, but there are so many specific details that we need to add each time, such as exactly which subjects the students withdrawing from, if they've been charged an enrolment fee, if they withdrew before or after census, if they've applied for a remission of fees etc. We don't want to create 100 different withdrawal templates for all of the variations of the withdrawal circumstances, just to accidentally edit the master template every time we need to make a minor change for a single student.
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Our biggest challenge is that you either have FULL access or NO access to templates with nothing in between. There are numerous examples of where it is desirable to have a set template but wish to let staff amend the template to meet the their respective circumstances. No better example than COVID notifications!
We have a standard template set up so that if a state goes into shut down with 12 hours notice we can quickly communicate to all affected students giving them information on the immediate shutdown of campus, dates that this is in effect, confirming if and how they will run their classes virtually in the shutdown period, as well as a message of encouragement - "We've done this 2 times before - we got this!".
The messaging for the bulk of the communication to students will always remain generic, we just want general managers of each state (without template editing permissions) to be able to tailor the communication in selected areas on that template to go to selected cohorts without affecting the Master Template.
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Hello,
At RTEO we create templates that can achieve these desired outcomes without any additional changes to aXcelerate. If you would like more information please contact me at dee@rteo.com.au
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