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Using Templates

Where to find Templates

All Templates are located in your Resource Store. They are called Resources because you use them to create Assets.

You can access your templates in one of two ways:

  • From the Pebble+ Home page you can click on Custom resources in the Start working on .... panel. This will take you to a list of your most recent Custom templates and PebblePad templates. If the one you are looking for is not in the list click on See more and you will be taken to your Resource Store, already filtered by the type of template you were looking for (Custom or PebblePad).

  • Go straight to your Resource Store by clicking on Resources in the Profile panel on your Pebble+ Home page or by selecting Resource Store from the Burger menu (top left corner). Once in your Resource Store you can filter by template type by clicking on Custom templates or PebblePad templates in the top right corner.

Once in your Resource Store you can also use the Search and Filter options to find the specific template you are after.

 

Using a Template

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When you have found the template that you want to use, either from the Work on ... panel or direct from the Resource Store, click on the template title to open it.

The template may have one of the following underneath the title:

Single use iconThe template can only be used once to create a single Asset. If you try to use the template again the existing Asset will open.
Auto submit iconThe template has been set to be automatically shared with a workspace for assessment. This share will occur when the Asset is saved for the first time. The share will be to the Workspace the template was distributed from (shown under the template title).
 

The template may also have been set to give you information about previous Assets created from it before opening a new template. You will then see something like this:

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Prompt before reuse message
Prompt before reuse message


This is to give you the option to go to a previously created Asset or to create a new one.

Your template will open in response mode. This means that it will be ready for you to add your responses to any of the elements that have response fields. When you click Save, your response will save as an Asset.

The first field will always be where you give your Asset a title. It will typically look like this:

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Save record as field
Save record as field


Sometimes the field will have specific instructions about the format for the title for your Asset or it might even have a non-editable title. All Assets must have a title so if you don't enter one at the start you will be prompted to enter one when you Save.

Simply work through the template, completing the required sections as you go, following any instructions given.

TIP!

Make sure that you save your response regularly by clicking the Save button in the top left corner. You will be prompted to save if you haven't done so for 10 minutes, and again after 20 minutes.

ALWAYS save before exiting the Asset or exiting PebblePad.

 

You can see what your Asset looks like at any time by clicking on the Preview button in the top left corner (next to Save). This will show you what your Asset will look like if you share it for others to see.

Click on the I want to ... button in the top right corner to Take a copy, Share, Tag, or Print your Asset.

Click on the info buttonAsset info icon in the top right corner to open the Asset Info Panel. This is where you will find information about your Asset, add tags, add hours/points, and find any comments and feedback added to your Asset.

 

Finding and editing your Asset

When you save your template response it saves as an Asset in your Asset store.

If you have closed the Asset and you then need to find it again to do some further work on it, you need to access it from your Asset Store.

You can access your Assets by clicking on Assets in the profile panel of the Home page or selecting Asset Store from the Burger menu dropdown (top left corner). If it was the last thing that you worked on you will also see it in the You last worked on panel on the Home page and can click on the Asset title there to open it.

When you open your Asset it will once again be in response mode and you can edit it as required, remembering to save as you go.