Post Template

Tool Search: Post Template

The Post Template tool is used to automatically fill settings when using the Post Update tool. Templates for a specific year can be viewed by selecting a configuration from the Select Open Enrollment Configuration and then clicking the name of the template within the list.

Screenshot of Post template Groups

Create a New Post Template

Screenshot of post template filters and options.

Select all filters and options you wish to apply to posts using a template in the future. Templates can be deleted by clicking them from the list of available templates and clicking Delete.

  1. Click New.
  2. Enter a Name. Names must be unique for this Configuration.
  3. Select a Response.
    • Only applications for the selected Responses will be included. If blank, all responses will be included.
  4. Select a Set Start Status.
    • The Set Start Status applies the selected value to the Start Status of the Enrollment that is created.
  5. Enter a Set Start Date.
    • This is the Start Date for the enrollments. If left blank, it will default to the Calendar Start Date.
  6. Select Grades.
    • Only applications for the selected Grades will be included. At least one Grade is required.
  7. Select any of the available Flags.
    • If at least one Flag is selected, only applications for the selected Flags will be included. Flags are not required.
  8. Select an existing Group Name or enter a new Group Name.
  9. This field places the template in a Group. Groups are used to help organize templates.
  10. Enter a Sequence. This will determine the order the templates will be listed.
  11. Select any Preferences.
    • Only applications for the selected Preference will be included. At least one Preference is required.
  12. Click Save.