Using and Creating Templates
Use templates to speed up course creation and save your designs
Overview
Templates help you:
- Start courses faster
- Maintain consistent design
- Reuse proven structures
- Share designs across your organisation
What is a Template?
A template is a saved course structure containing:
- Page layouts and order
- Theme settings (colours, logo)
- Content block structure
- Quiz configuration
- Placeholder content
When you create from a template, you get a copy to customise.
Using Existing Templates
Browsing Templates
- Go to Admin → SCORM Builder
- Click Create from Template
- Browse available templates
- Preview template details
Template Categories
| Category | Best For |
|---|---|
| Compliance | Policies, regulations |
| Induction | New starters, onboarding |
| Training | Skills, processes |
| Quick Start | Simple overviews |
Template Information
Each template shows:
- Name and description
- Number of pages
- Whether quiz included
- Preview thumbnail
Creating from a Template
Select Template
Click Create from Template and select the template you want.
Use This Template
Click Use This Template to open the creation wizard with pre-filled settings.
Customise Settings
Modify as needed:
- Change project name (required)
- Update description
- Adjust colours if needed
- Modify quiz settings if needed
Create Project
Click Create Project. Project opens in editor ready for your content.
What Gets Copied
| Copied | Not Copied |
|---|---|
| Page structure | Actual specific content |
| Theme colours | Project name |
| Block layouts | Unique identifiers |
| Quiz setup | Export history |
| Placeholder text | Version numbers |
Tip
Creating Your Own Templates
When to Save as Template
Save a project as template when:
- Structure works well
- You'll create similar courses
- You want to share the design
- It represents your brand style
How to Save as Template
- Complete your course structure
- Ensure theme is configured
- In the editor, click Save as Template
- Enter template details: name, description, category
- Click Save Template
What to Include
Good template content
- Logical page structure
- Clear placeholder text
- Quiz question format examples
- Configured theme colours
- Proper layouts
Leave as placeholder
- Specific content text
- Course-specific images
- Actual quiz questions
- Specific video URLs
Writing Helpful Placeholders
Good Placeholders
[Course Title Here]
Welcome to this course on [Topic].
In this course, you will learn:
- [Learning objective 1]
- [Learning objective 2]
- [Learning objective 3]
Estimated time: [X] minutes
Poor Placeholders
Lorem ipsum dolor sit amet, consectetur adipiscing elit...
This doesn't tell the user what to put here!
Quiz Question Templates
Question: [Your question here]
A) [First option]
B) [Second option]
C) [Third option - correct]
D) [Fourth option]
Feedback: [Explanation of correct answer]
Managing Templates
Viewing Your Templates
- Go to Admin → SCORM Builder
- Click Create from Template
- Look for "My Templates" section
- See all templates you've created
Template Properties
| Property | Description |
|---|---|
| Name | Template title |
| Description | What it's for |
| Created | When you made it |
| Pages | Number of pages |
| Quiz | Whether quiz included |
Deactivating Templates
If a template shouldn't be used:
- Find the template
- Click Deactivate or toggle off
- Template hidden from selection
- Can reactivate later
Tip
Common Template Types
Compliance Template
Pages: Welcome, Policy Overview, Key Points, Quiz, Results
Quiz: 5 questions, 80% pass
Content: Policy-focused layouts
Induction Template
Pages: Welcome, About Us, Your Role, Systems, Quiz, Complete
Quiz: 3-5 questions, 70% pass
Content: Introduction-focused
Training Template
Pages: Welcome, Topic 1-5, Summary, Quiz, Results
Quiz: 10 questions, 80% pass
Content: Learning-focused
Microlearning Template
Pages: Intro, Key Point 1-2, Quick Check, Done
Quiz: 2-3 questions, 80% pass
Content: Minimal, focused
Best Practices
Naming Templates
| Good Names | Poor Names |
|---|---|
| "Compliance Course - 5 Pages with Quiz" | "Template 1" |
| "Quick Induction - No Quiz" | "My Template" |
| "Full Training - 10 Pages" | "Test" |
Maintaining Templates
| Action | Frequency |
|---|---|
| Review existing templates | Quarterly |
| Remove outdated templates | As needed |
| Update based on feedback | Ongoing |
| Create new for new needs | As projects arise |
Sharing Templates
Within Your Organisation
Templates you create are available to:
- All admins in your organisation
- Anyone with SCORM Builder access
- Same tenant users
Template Permissions
| User Type | Can Use | Can Create |
|---|---|---|
| Admin | ✅ | ✅ |
| Content Author | ✅ | ✅ |
| Manager | ❌ | ❌ |
| Learner | ❌ | ❌ |
Troubleshooting
Can't find templates
Check "My Templates" section, templates may be deactivated, contact admin if system templates missing.
Template not saving
Ensure project is complete enough, check for required fields, try saving project first.
Wrong template applied
Create from template creates a copy. Just delete and start again, or edit the created project.
Template outdated
Create new template from updated design, deactivate old template, consider naming with versions.
Related Guides
- Getting Started with Course Builder - Review basics
- Creating a New Project - Using the wizard
- Exporting and Downloading - After creation