Save and Publish a Draft of an Institutional Vita Template
Administrators are able to create and edit drafts of vita templates. When a vita template is ready, it can be published and made available for faculty to use. This article explains how the draft and publish feature works.
After creating a template, users can either publish it or save it as a draft and publish it later. Drafted templates are only available to faculty users once they have been published.
- The Templates list displays the status of templates.
- Draft templates will appear on the template list marked as a Draft. The status of Draft indicates the template is not available for faculty users until an administrator publishes them.
- Published templates will appear in the list marked as Published. The status of Published indicates the template is available to use.
For a complete explanation of the new process of drafting, saving, and publishing templates see our article on how to Create Institutional Vita Templates.
Save and Publish a Draft of an Institutional Vita Template
1. Navigate to Institutional Vita Templates under Setup
Navigation: Administration > Setup > Institutional Vita Templates
- Click Setup under the Administration section of the navigation menu.
- Click Institutional Vita Templates under the Configuration section.
2. Create a template
- Select a Unit from the dropdown at the top of the page to display a list of templates available to users of the given unit. The template you create will appear in the selected unit.
- Click the + Create New Template button in the upper righthand corner. This opens the Create an Institutional Template page.
- Select a Source Template Unit from the dropdown to select the unit where your source template was created.
- Select the Source Template Name from the dropdown.
- Select the Destination Unit from the dropdown to choose the unit where your new template will be created and available for the assigned unit user.
- Click Continue.
Check out this article on how to Create Institutional Vita Templates for further direction on how to finish creating the template.
3. Save as Draft or Publish Template
- Once you've created a template, you can save it as a draft, by clicking the Save Draft button on the Template Settings page.
- When ready, click Publish Template to publish the template to make it available for faculty users from the designated unit when creating vitas.
Faculty Experience of Institutional Vitas
| Page | Details |
|---|---|
| Institutional Vitas |
|
| Personal Vitas |
Personal templates are created and managed from the My Templates page. From here, faculty and administrators can create templates for personal use. Check out this article on how to Create Personal Vita Templates for more information. |
| Archived Vitas | Archived vitas appear under this tab. |