Using and Creating Templates

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.

How It Works

Templates are reusable course structures that save time and ensure consistency. When you create from a template, the system copies the template's structure, styling, and configuration into a new editable project that you can customize.

Template-Based Project Creation

When you create from a template:

1. Template Selection - You choose a template from available options
2. Structure Copy - System copies all pages and their order from the template
3. Settings Inheritance - Theme, branding, and quiz settings are copied
4. Content Blocks - All content blocks are copied (with placeholder text)
5. New Project Created - A new editable project is created (template remains unchanged)
6. Full Customization - You can modify anything - pages, content, settings, branding
7. Independent - Changes to your project don't affect the original template

What Templates Include

Templates capture multiple aspects of course design:

Template vs Blank Project

Understanding the difference:

Creating Your Own Templates

When you save a project as a template:

• Snapshot Created - System saves the current state of your project
• Reusable - Template becomes available for future course creation
• Shareable - Templates can be shared across your organization
• Version Independent - Template is separate from project - editing project doesn't change template
• Standardization - Ensures consistent course structure and branding

Template Best Practices

Effective template design:

• Use placeholder text to guide users on what content goes where
• Include common page types (welcome, content, quiz, results)
• Set up branding and theme to match organizational standards
• Configure quiz settings appropriately for your training needs
• Document template purpose and usage in the description

Using Existing Templates

Browsing Templates

1. Go to Admin → SCORM Builder
2. Click Create from Template
3. Browse available templates
4. Preview template details

Template Categories

Template Information

Each template shows:

• Name and description
• Number of pages
• Whether quiz included
• Preview thumbnail

Creating from a Template

What Gets Copied

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

1. Complete your course structure
2. Ensure theme is configured
3. In the editor, click Save as Template
4. Enter template details: name, description, category
5. Click Save Template

What to Include

Writing Helpful Placeholders

Quiz Question Templates

Managing Templates

Viewing Your Templates

1. Go to Admin → SCORM Builder
2. Click Create from Template
3. Look for "My Templates" section
4. See all templates you've created

Template Properties

Deactivating Templates

If a template shouldn't be used:

1. Find the template
2. Click Deactivate or toggle off
3. Template hidden from selection
4. Can reactivate later

Common Template Types

Best Practices

Naming Templates

Maintaining Templates

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

Troubleshooting