Manage SNAP-Ed Data Templates

Organization Administrators can use the SNAP-Ed Data Templates page to create data sets for users to select in the SNAP-Ed Custom Data form in the Program Activities module. This feature is designed to help you streamline reporting for your staff members. More information is provided in each section below. To jump to a specific section, click a link from the following list:

Overview

On the SNAP-Ed Data Templates page, Organization Administrators can design templates to help users report SNAP-Ed Custom Data efficiently and accurately. In a custom data template, administrators can specify fields that will automatically populate with values when staff select the template. Templates will only appear for users within the administrator’s organization.
Once templates have been created, the “Template” field appears at the top of the SNAP-Ed Custom Data section within program activity records. All templates for the current reporting period are listed.
SNAP-Ed Custom Data Template Field
When a user selects a template, SNAP-Ed Custom Data fields are automatically populated with the values specified in the template.
SNAP-Ed Custom Data Auto Populate Example

Access the SNAP-Ed Template Management Page

  1. From the PEARS homepage, hover the cursor over the gear icon and click SNAP-Ed Data Templates:
    Select SNAP-Ed Data Templates
  2. The SNAP-Ed Custom Data Templates page displays.
    SNAP-Ed Custom Data Templates Page

Create a Template

Add templates to specify pre-defined sets of data for staff to choose from. Templates are used to automatically populate fields on the SNAP-Ed Custom Data page in the Program Activities module.
  1. To add a SNAP-Ed Custom Data Template, click the Add button.
    SNAP-Ed Custom Data Templates Add Button
  2.  The SNAP-Ed Custom Data Template form displays.
    SNAP-Ed Custom Data Template Form
    First, enter a Name for the template.
    SNAP-Ed Custom Data Template Name Example
  3. The current reporting period is automatically selected. To create a template for the current reporting period, no changes are needed.
    SNAP-Ed Custom Data Template Reporting Periods
  4. Next, select the options to be populated in each field when the template is selected. In this example, the following fields will be populated when a staff members selects the template: Intervention name, Priority indicators, Setting, Primary curriculum, Objectives, and Intervention Topics.
     
  5. Click the Save button to save the template.
    Save Button Custom Data Fields
  6. Once the template is saved, it is included in the “Template” drop-down list in the Program Activities module on the SNAP-Ed Custom Data page.
    Template Field

Edit a Template

  1. From the SNAP-Ed Custom Data Templates list, select a template to edit:
    Select Template
  2. The template details display. Click the Edit button.
    SNAP-Ed Custom Data Template Edit Button
  3. The template form displays. Make changes, as needed.
    Edit Template Form Example
  4. Click the Save button to save changes.

Delete a Template

  1. From the SNAP-Ed Custom Data Templates list, select a template to delete:
    Select Template to Delete
  2. The template details display. Click the Delete button.
    SNAP-Ed Custom Data Template Delete Button
  3. A confirmation message displays. To delete the template, click Yes.
    SNAP-Ed Custom Data Template Confirm Delete
  4. Once a template is deleted it is no longer included in the “Template” drop-down list in the Program Activities module on the SNAP-Ed Custom Data page.