Provider Data Resources
Last updated
Last updated
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:
These are email templates for communication events or any system-generated emails from your business or institution, see .
System-generated emails can also be customised, e.g. Applicant Portal Registration, Application Success, see
These are SMS templates used for SMS communication events, see
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.
To add a Provider Data Resource, navigate to Providers > Add Content menus and click the ADD DATA RESOURCE button.
Click the SAVE DATA RESOURCE button to add your data resource.
Edit the required fields.
Click the SAVE DATA RESOURCE button to save your changes.
Set the Status field to Deleted or Deactivated
Click the SAVE DATA RESOURCE button to save your changes. The data resource can no longer be used for its intended purpose.
Some data resources can be previewed/viewed. Click the VIEW CONTENT button to view the content individually,
or the VIEW CONTENT CATEGORY button to view under the category
These are the records of your announcement posted on the Student Summary screen, see
These are templates that you have created for the Student Review screen, see
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 : Email Template, Student Summary Announcement, etc., Category, Status, or if you are familiar with the Data Resource Number or Data Resource Name
Refer to the page for a guide in filling out the fields:
Search for the Data Resource that you want to edit, refer to the workflow .
Search for the Data Resource that you want to delete/archive, refer to the workflow .