Manage your own templates in Enquire
As an Administrator and provided you have purchased the subscription you can now create your own templates in Enquire. Follow these steps:
Option 1 - Import a Mesma template
Option 2 - Create your own template
Click import a Mesma template
A pop up box will appear which will list all the Mesma templates approved for your subscription.
Select the template you want to import by clicking on the import button.
Name your template and add a description.
The screenshot below highlights the edit features you have available to you.
A - Edit the question.
B - Edit the structure of the template. E.g. columns, column headings.
C - Add and remove question groups.
D - Add your own help and guidance. (you can add an overall guidance and guidance at each question group if required)
E - The data capture box allows you to collect additional information not related to the questions that need in your main grid. For example, you may want to label the activity by delivery centre,
campus, type of programme, level of programme etc. (see below for further details)
F - Don't forget to save your changes.
G - Once saved, click the View All Templates button to see the template in your list.
A - Name your template.
B - Add a question Group, ( a row will appear to add in your questions).
C - Grid settings allows you to add and name your column headings for your questions to suit your needs.
D - You can add in help and guidance to support your team (you can add an overall guidance and guidance at each question group if required)
E - The data capture box allows you to collect additional information not related to the questions that need in your main grid. For example, you may want to label the activity by delivery centre,
campus, type of programme, level of programme etc. (see below for further details)
F - Don't forget to save your changes.
A - Add a row to drag and drop field types. (you can have one long row or add multiple rows).
B - Drag and drop the fields types into your row.
C - Click edit icon to rename and add in your options.
D - Click onto the field type name to rename.
E - Don't forget to save .
F - For drop down and pick list click on option name to add.
Drop down allows the user to select only one from the list, picklist allows the user to select multiple
Step 1 - Click on your Admin Controls
Step 2 - Click on Create Template
Step 3 - Import/Create a Template
Option 1 - Import a Mesma template
Option 2 - Create your own template
Step 4 - Option 1 - Import a Mesma Template
Click import a Mesma template
A pop up box will appear which will list all the Mesma templates approved for your subscription.
Select the template you want to import by clicking on the import button.
Name your template and add a description.
The screenshot below highlights the edit features you have available to you.
A - Edit the question.
B - Edit the structure of the template. E.g. columns, column headings.
C - Add and remove question groups.
D - Add your own help and guidance. (you can add an overall guidance and guidance at each question group if required)
E - The data capture box allows you to collect additional information not related to the questions that need in your main grid. For example, you may want to label the activity by delivery centre,
campus, type of programme, level of programme etc. (see below for further details)
F - Don't forget to save your changes.
G - Once saved, click the View All Templates button to see the template in your list.
Step 5 - Create your own a Mesma Template
A - Name your template.
B - Add a question Group, ( a row will appear to add in your questions).
C - Grid settings allows you to add and name your column headings for your questions to suit your needs.
D - You can add in help and guidance to support your team (you can add an overall guidance and guidance at each question group if required)
E - The data capture box allows you to collect additional information not related to the questions that need in your main grid. For example, you may want to label the activity by delivery centre,
campus, type of programme, level of programme etc. (see below for further details)
F - Don't forget to save your changes.
Data capture box explained
A - Add a row to drag and drop field types. (you can have one long row or add multiple rows).
B - Drag and drop the fields types into your row.
C - Click edit icon to rename and add in your options.
D - Click onto the field type name to rename.
E - Don't forget to save .
F - For drop down and pick list click on option name to add.
Drop down allows the user to select only one from the list, picklist allows the user to select multiple
Step 6 - Enabling your template for use.
Updated on: 26/02/2024
Thank you!