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About Form Templates

Default Form Templates

The following table describes the default form templates.

Form Template Descriptions
Template Name Description Notes
Course Form template for creating courses. This template includes the title and description of a body of subject matter presented to students. Courses are enumerated by course ID, have a name and description, as well as other information about prerequisites and availability.
Course Objective Form template for creating course objectives. Course objectives are the expression of the intended result or consequence of an activity for a particular course.
Course Section Form template for creating course sections. Course sections are the individual instances of a course. A section would have a date, time, and place for the class. A course can have multiple sections.
Course Section Affiliation Form template for establishing affiliations between person records and course sections. Affiliations between person records and course sections allow the collection of data about individuals associated with a section, such as faculty, students, alumni, staff, and others.
Educational Experience Form template for creating educational experiences. Educational experiences function like courses, but may have different time periods (terms) and objectives. Examples of educational experiences are student teaching, internships, or terms abroad.
Educational Experience Objective Form template for creating educational experience objectives. The objectives are the goals for a particular educational experience.
Educational Experience Section Form template for creating educational experience sections. Educational experience sections are the individual instances of an educational experience. A section would have a date and time for meeting. An educational objective can have multiple sections.
Educational Experience Section Affiliation Form template for establishing affiliations between person records and educational experience sections. Affiliations between person records and educational experience sections allow the collection of data about individuals associated with a section, such as faculty, students, alumni, staff, and others.
Improvement Initiative Form template for creating assessment projects. Assessment projects are initiated by presidents, provosts, deans, department chairs, and assessment office staff. This template creates the fields that are required to fulfill an organization’s assessment projects. They can be made public.
Improvement Project Form templates for creating assessment projects, including the project's properties, objectives, and actions. This set of forms defines the ways units, such as a college, school, or department, format their assessment projects. It includes the properties that describe the project and the assessment project objectives, as well as the activities that may occur for gathering, measuring, or analyzing each objective.
Person Record Form template for creating person records. Not to be confused with outcomes assessment users, a person record is anyone who is being counted as data in the system. These templates only have system availability. Although multiple person forms can exist, only one person form can be used by the system at a time.
Program Form template for creating programs. A program is an organized set of courses and educational experiences that has a mission and vision, such as a major in history or a BS in molecular biology.
Program Affiliation Form template for establishing affiliations between person records and programs. Affiliations between person records and programs allow the collection of data about individuals associated with a program, such as faculty, students, alumni, staff, and so on.
Program Goal Form template for creating program goals. A program goal may be based on a set of internal or external standards or other means to measure its effectiveness.
Unit Form template for creating units. Units are constructed to reflect an institution’s structure. Units can be nested in a parent-child relationship. For example, the unit of the College of Engineering is the parent unit of the Department of Electrical Engineering.
Unit Affiliation Form template for establishing affiliations between person records and units. Affiliations between person records and units allow the collection of data about individuals such as faculty, students, staff, and alumni associated with the unit.
Unit Goal Form template for creating unit goals. Unit goals can be created by departments, colleges, or schools.

Permanent Fields on Forms

Permanent fields cannot be removed when a form is customized.

Permanent Field Information
Form Type Permanent Field
Improvement Project Properties Name, Public
Improvement Project Objective Name
Improvement Project Action Name
Improvement Initiative Name, Public
Unit Unit ID, Display Name, Public
Program Program ID, Display Name, Public
Course Course ID, Course Name, Public
Educational Experiences Educational Experience ID, Public
Section Section ID, Term, Public
Person Person ID, Public
Affiliation (unit, program, section, course) Public, Start Date
Standards Standard Name
Unit Goals Goal Name
Program Goals Goal Name
Course Objective Objective Name
Educational Experiences Objective Objective Name

Copying a Template

Copying an existing template is the easiest way to create new templates and new forms. The copy can then be customized to create a new template. Newly created templates are listed on the Templates page. The new template can now be copied again or modified.