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Template Requirements Collection Form

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Hal Rosner
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It is recommended that you use the form in this article - also available as a downloadable word document - as a requirement gathering document for each template. It is further recommend that you review the Building a Template - Best Practices article prior to completing this form.

The following template requirements details the requirements analysis that should be used to meet your template functionality needs. You can then use this information to build your template in Edivate Observe. 

Template Requirements Collection Form

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Template Edits/Revisions

Best practice is to keep a template in "Edit/Draft Mode" until all changes are made. To reiterate, this is to say that when editing a template in the Observe system, you should only edit in draft mode.

If you want to test scoring, check content or other functionality of the template, open the draft and do your testing by clicking PREVIEW. Click the FINALIZE Revision button only when you are ready to publish and use the template.

After the template is finalized, do NOT make any changes until the end of the evaluation year. Once finalized, making changes to the template will cause multiple versions, template data will be "disconnected", and reporting will be more "difficult".

If you do need to change a finalized copy of a template, best practice is to make a copy and edit the copied version of the template (following the process outlined previously in this article). Once edits to the copied version of the template are complete, name (rename) the template with a distinctive title. For example, include the revision date or a version number.