Getting Started In This Chapter



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Saving Templates


After defining a new, or editing an existing template, click the Save button on the Focus Bar to save the template.



Save button

NOTE: Any changes you make to a template is reflected in any marksheets currently associated with the template.
    1. Editing Existing Templates


Marksheets are created by associating a group or groups of pupil/students with a template. Once created, the marksheets remain associated with the template and therefore, any template edits is reflected the next time an associated marksheet is opened.

  1. To edit an existing template, select Focus | Assessment | Template to display the Find Template browser.

  2. Select the required template. You can filter the list of templates by Category (please see Filtering Your View using Categories on page 83).

  3. Overtype the Name or Notes if required. You can also:

  • add further Data Entry columns (please see Adding Data Entry Columns on page 115)

  • add further Data Review columns (please see Adding Data Review Columns on page 122)

  • add further Data Entry using formula columns (please see Adding Formula Columns on page 132)

  • add further Data Review using formula columns (please see Adding Formula Columns on page 132)

  • edit existing columns

  • change the column order (please see Changing the Column Order on page 26)

  • change the categories with which the template is associated (please see Associating Templates with Categories on page 162)

  • change the marksheets associated with the template.

  1. Once the required edits have been made, click the Save button on the Focus Bar.



Save button
    1. Deleting Templates


It is only possible to delete templates created within SIMS Assessment or imported from another source. You will not therefore, be able to delete any templates created by another module, such as Examinations Organiser.

IMPORTANT NOTE: Deleting a template also deletes ALL marksheets associated with the template. Any results entered via such marksheets are retained.

  1. Select Focus | Assessment | Template to display the Find Template browser.

  2. Highlight the required template. You can filter the list of templates by Category (please see Filtering Your View using Categories on page 83).

  3. Click the Delete button on the Focus Bar to delete the selected template.



Delete button
    1. Viewing Template Properties


Select the Properties hyperlink, or scroll down the page to view the properties of the chosen template on the Properties panel.



Default Name and Default Notes show the information added when the template was originally created. Where a template has been imported, this information is that defined by the person who created the template, regardless of any changes that may have been made following import.

When exporting the template, this default information is used in the export file. However, when re-importing an existing template, you can choose whether to overwrite any existing name or notes with the default information in the import file or retain any changes that you have made prior to the import.



The Module field identifies which SIMS module was used to create the template, which in most circumstances is SIMS Assessment. The Supplier field displays the establishment that created the template. The Owner is the name of the user who created the template.
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