# Provider Data Resources

## Overview

Providers can add or store data resources in the system that can be easily accessible by other functionality or features of the system, e.g. email templates for communications. Each data resource created is categorised and grouped into a specific purpose for it to appear in the right section when needed.

The following Data Resource purposes are defined and are being described as follows:

## Email Templates

These are email templates for communication events or any system-generated emails from your business or institution, *see* [Manage Email Templates](/home/paradigm-knowledge-base/sending-communications/workflows/manage-email-templates.md).

System-generated emails can also be customised, e.g. Applicant Portal Registration, Application Success, *see* [Online Applicant Portal: Customising Email Templates](/home/paradigm-knowledge-base/student-enrolments/online-applicant-portal/configuring-the-applicant-portal/customising-email-templates.md)

## SMS Templates

These are SMS templates used for SMS communication events, *see* [Send Text Message (SMS) Communication](/home/paradigm-knowledge-base/sending-communications/workflows/manage-sending-email-and-sms-communications/send-text-message-sms-communications.md)

## Transition Template

## Commitment Agreement

## Student Summary Announcement

These are the records of your announcement posted on the Student Summary screen, *see* [Announcement Section in the Student Summary Screen](/home/paradigm-knowledge-base/system-configuration/workflows/announcement-section-in-the-student-summary-screen.md)

## Student Review Template

These are templates that you have created for the Student Review screen, *see* [Student Review](/home/paradigm-knowledge-base/student-welfare/workflows/student-review.md)

## Workflows

### Search for a Data Resource

To search for a Provider Data Resource, navigate to **Providers** > **Search Content** and enter your search criteria. You can search for the data resource **Purpose** as discussed [above](#overview): Email Template, Student Summary Announcement, etc., **Category**, **Status**, or if you are familiar with the **Data Resource Number** or **Data Resource Name**

<figure><img src="/files/gPmyDzYw1oG3RMa11RLM" alt=""><figcaption><p>data resource search criteria</p></figcaption></figure>

After searching, you can further down your search by typing a keyword in the Filter Box. Click the hyperlink of the **Data Resource Number** or click the **EDIT** button on the right.

<figure><img src="/files/AcjR04aouHdIwGuetTbO" alt=""><figcaption><p><strong>Filter Box</strong> and viewing the Data Resource Template</p></figcaption></figure>

### Add a Data Resource

1. To add a Provider Data Resource, navigate to **Providers** > **Add Content** menus and click the **ADD DATA RESOURCE** button.&#x20;
2. Refer to the [**Data Resource Fields Record Type**](/home/paradigm-knowledge-base/providers-and-contacts/record-types/data-resource-fields.md) page for a guide in filling out the fields:
3. Click the **SAVE DATA RESOURCE** button to add your data resource.

### Edit a Data Resource

1. Search for the Data Resource that you want to edit, refer to the workflow [above](#search-for-a-data-resource).
2. Edit the required fields.
3. Click the **SAVE DATA RESOURCE** button to save your changes.

### Delete or Archived a Data Resource

1. Search for the Data Resource that you want to delete/archive, refer to the workflow [above](#search-for-a-data-resource).
2. Set the **Status** field to **Deleted** or **Deactivated**
3. Click the **SAVE DATA RESOURCE** button to save your changes. The data resource can no longer be used for its intended purpose.

### View Content

Some data resources can be previewed/viewed. Click the **VIEW CONTENT** button to view the content individually,&#x20;

### View Content Category

or the **VIEW CONTENT CATEGORY** button to view under the category


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