This article explains the feature overview of the Templates Functionality Access: Admin/Managers
Welcome to the "Templates" feature in the Admin section – a versatile toolkit designed to empower managers in customising and streamlining various processes within your organisation. The Templates feature empowers managers to shape processes according to their unique preferences.
Prerequisites
Access to the "Templates" feature is exclusive to administrators and managers within your organisation. Ensure you have the necessary administrative permissions to initiate and manage customised templates.
Accessing the Feature
- Log in to your Plumm admin account.
- Navigate to the Admin section through the main menu.
- Click on "Templates" to access the comprehensive template creation tools.
Detailed Feature Guide
Section 1: Basic Features
Creating Templates:
- Initiate the template creation process for 1-on-1s, Documents, eSignatures, or Workflows.
- Define a title, provide details, and set up a series of questions and confirmation steps.
Customising Template Components:
- Tailor each template with specific aspects such as title, details, questions, and confirmation steps.
- Ensure that templates align with the unique requirements of different processes.
Section 2: Advanced Features
Template Management:
- Easily manage and edit existing templates.
- Archive templates that are no longer in use.
Sharing Templates:
- Facilitate collaboration by sharing templates with other managers or team members.
- Encourage a culture of template refinement and shared best practices.
Section 3: Tips and Tricks
- Consistent Naming Conventions: Establish consistent naming conventions for templates to enhance clarity.
- Feedback Loop: Encourage a feedback loop for templates, allowing users to provide insights for continuous improvement.
- Documentation Standards: Define and communicate documentation standards for template details to ensure uniformity.
Troubleshooting/Common Issues
Common Problems:
- Difficulty Creating Templates: If facing challenges in creating templates, review your administrative permissions.
Steps:
- Verify your administrative permissions.
- Contact Plumm support for assistance if needed.
FAQs (Frequently Asked Questions)
Q: Can I use the same template for different processes?
A: While templates are customised for specific processes, you can use similar structures across different template types.