Once your licences for Enquire have been approved you can now get started.
Creating enquiry templates is a feature only available to Administrators and Enquire Super User; if you cannot see this icon and have been asked to set-up templates talk to your administrator.
Click on the Edit Templates icon to start creating you observation template. Note: if you cannot see this icon and have been asked to set up templates, talk to your administrator. Your administrator will need to upgrade your permissions to an Enquire Super User. If you can see this you are ready to create a template.
Select New Template icon
When you create new templates you have the ability to attach this to an enquiry category.
Click here to learn how to import some of our complimentary templates.
Once you have given your template a name it is time to start building. Start by deciding if you want to grade/scale your enquiries. If you do, tick the box and start adding your grade profile.
PLEASE NOTE: it is recommended that you use the same grade/scale profile across all your template types in order to produce meaningful information on your dashboard.
Top tip! - When you create new templates you have the ability to attach this to categorise this to a type of review. This will help you group all your different templates. For example; you may carry out course reviews or themed reviews to look a specific areas of provision. You may use the same template for both but if you don't you can create two different types of templates and attach them both to the category assessment.
View your template change history
You cannot delete a template but can easily disable your template by clicking on the Disable icon.
Don't forget, every-time you save you will be asked to explain what has changed.
Add new fields to build your template. Once each template is created it will be added to your list of assessment templates.
You can easy import fields from other templates and then edit appropriately.
Simply create your template click Import Template icon and decide if you want to copy across the grade, fields or both. You can import from several templates the delete or edit what you don't need.
If you have any further questions please don not hesitate to use your online chat.