(Instructor) Manage Scenario Templates

Instructor- Manage Scenario Templates

Manage Scenario Templates allows schools to use a framework when creating a scenario. When selected, the framework automatically adds the skills and documents to a scenario. Platinum provides many templates that can be selected, or schools can create their own custom templates. These templates can also be viewed or printed for use outside the system, whether for a cohort not using a scenario class or for other purposes. 

 

Note: Options and displays mentioned in this article will differ for users depending on their profession, class associations, and permissions assigned to their instructor role within Platinum Planner.

 

To locate this feature, click the Options tab in the red toolbar and select Manage Scenario Templates

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Contents: 

A. Creating Custom Scenario Templates

B. Scenario Templates Data Table

 

 

 

A. Creating Scenario Templates:

1. Begin by clicking the Add New Scenario Template button in the upper right of the page to add a new custom template. 

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2. Fill in the required info. Click Submit when satisfied. 

  • Name: This is the title of the template. 
  • Description: Add any details about the template you would like to document. This is for internal use only, but will appear in the data table. 
  • Copy skills and documents from an existing scenario template. (optional): This allows you to clone an existing template. You can then make any changes to that template you would like. This allows for quick changes without having to start from scratch. 

 

3. Required Skill(s) tab: Add or remove skills to the Required Skills section. Click the check box to either select or remove a skill. Ensure your Visibility Toggle is set correctly so you can see the skills you need. 

Visibility Toggle: 

  • Active: Skills Added to the template. 
  • Inactive: Skills not added to the template. 
    • Note: When using this toggle, skills will disappear as they are selected because they become active. 
  • All: All skills (active and inactive)

Skill Selection: 

  • Green: This skill is active for the template. 
  • Grey: This skill is inactive for the template. 

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4. Documents tab: Add any documents you want to add to the template.

 

 

5. Click Save when finished. 

 

 

 

 

B. Scenario Templates Data Table:

You will have access to all scenario templates on the Scenario Templates page, which defaults to the School Scenarios tab. Within the data table, you can view your custom and Platinum's global scenario templates. 

Search: You can search for a scenario template by entering the title or description and clicking Search. 

Configure Grid Options: (Sun-shaped button next to Search) This button allows you to control the columns in the grid below. 

  • Info: To learn more about how to use this button, click here. 

Export: (Raincloud button next to Search) Click to select the document type you would like to export the grid below into: PDF, XLS, XLSX, RTF, or CSV. 

 

Tabs: 

  • School Scenarios: Scenario templates created by instructors within your school. 
  • PlatinumEd Scenarios: Scenario templates created by Platinum Educational Group. 

     

Actions: 

Edit: This allows you to view or modify the template's layout and settings. This is only available for school templates. 

  • Note: If you would like to edit a PlatinumEd template, you can create a new template and select the template under the 'Copy skills and documents from an existing scenario template' dropdown.  You can then make changes to the template from there. 

Delete: Click to remove the template from the school. This is only available for school templates and cannot be undone.  

View: This lets you see the skills and documents added to Platinum's scenario templates. 

 

 

 

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