The first task you will need to do before starting to create your templates is give yourself access to the module.

Click on 'Admin' and 'Manage users' and select 'edit user'

Then select the Enquire module and save to allocate your licence.  

You may then need to press ctrl f5 to refresh your screen.  The Enquire tab will appear on your tab bar. Click on the Enquire tab.

The first screen you will see  is your enquiry calendar - This will remain empty until you start to schedule activity.

Now it's time to start creating your templates

To access more features you need to click on the 'Enquiries' icon.

You will then gain access to a range of icons to create new assessments, edit templates, sample profile, manage review areas and Excel downloads.  The first task is to create some templates.

Note: if you cannot see this icon and have been asked to set up templates, talk to your administrator.  Your administrator will need to upgrade your permissions. If you can see this you are ready to create a template.  

Click on the 'Edit templates' icon to start creating you observation template.

Select 'New Template' icon

When you create new templates you have the ability to attach this to categorise this to a type of review.  This will help you group all your different templates.  For example; you may carry out course reviews or themed reviews to look a specific areas of provision.  You may use the same template for both but if you don't you can create two different types of templates and attach them both to the category assessment.  See below.

Once you have given your template a name it is time to start building.  

Start by deciding if you want to grade this type of activity.  If you do, tick the box and start adding your grade profile.  

PLEASE NOTE: it is recommended that you use the same grading profile across all your template types in order to produce meaningful information on your dashboard.

Top tip! - When creating your templates you don't need a field for any form of action plan as the system will automatically provide this feature when you complete the activity.

When you save your template you will be asked to describe what changes you have made to this version.

You can access your template version history by clicking on the 'History' icon.

Easily disable your template by clicking on the 'Disable' icon.

Don't forget, every-time you save you will be asked to explain what has changed.

Add new fields to build your template.  Once each template is created it will be added to your list of enquiry templates.

You can easy import fields from other templates and then edit appropriately. 

Simply create your template click 'Import Template' icon and decide if you want to copy across the grade, fields or both.  You can import from several templates the delete or edit what you don't need.

Please do not hesitate to chat if you have any questions.

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