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Manage Template

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Templates are pre-defined program forms. The program manager should know the templates for different program types. You can manage the template by the following actions:

  • Edit Template
  • Organize Sections
  • Edit Section
  • Organize Questions

Note: You cannot edit the questions in the templates.

To Edit Template:

Note: You can only edit the mentor and mentee description area.

Step 1: Navigate to Templates.

Step 2: Click a form to open it.

Step 3: Click the Overflow Menu Icon.

Step 4: Click Edit Template.

Step 5: Edit the template name, mentor description, and mentee description and click Submit.

To Organize Sections:

Step 1: Navigate to Templates.

Step 2: Click a form to open it.

Step 3: Click the Overflow Menu Icon.

Step 4: Click Organize Sections.

Step 5: Organize the sections and click Submit.

To Edit Section:

Step 1: Navigate to Templates.

Step 2: Click a form to open it.

Step 3: Click the Overflow Menu Icon.

Step 4: Click Edit Section.

Step 5: Edit the section and click Submit.

To Organize Questions:

Step 1: Navigate to Templates.

Step 2: Click a form to open it.

Step 3: Click the Overflow Menu Icon.

Step 4: Click Organize Questions.

Step 5: Organize the questions and click Submit.

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