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.

System-generated emails can also be customised, e.g. Applicant Portal Registration, Application Success, see Online Applicant Portal: Customising Email Templates

SMS Templates

These are SMS templates used for SMS communication events, see Send Text Message (SMS) Communication

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

Student Review Template

These are templates that you have created for the Student Review screen, see Student Review

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: Email Template, Student Summary Announcement, etc., Category, Status, or if you are familiar with the Data Resource Number or Data Resource Name

data resource search criteria

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.

Filter Box and viewing the Data Resource Template

Add a Data Resource

1. To add a Provider Data Resource, navigate to Providers > Add Content menus and click the ADD DATA RESOURCE button.

2. Refer to the Data Resource Fields Record Type 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.

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.

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,

View Content Category

or the VIEW CONTENT CATEGORY button to view under the category