Defining Structure Set Templates

Accessing Structure Set Templates

To view your organization's structure set templates, click on the ProKnow icon in the top left corner of the page, select Structure Set Templates under Organization Settings, and make sure Organization is selected from the dropdown at the top of the page. To view structure set templates for a workspace, select the workspace from the dropdown. Just to the right of the main navigation are vertical tabs for each of the organization level settings which you can read more about in the related articles. The structure set templates sidebar is to the right of the tabs. The sidebar holds a list of structure set templates that belong to the organization with a button to create a template at the top. Templates are displayed in alphabetical order, grouped by category (categories can be assigned to templates after they have been created). Use the Filter Templates search area at the top of the sidebar to filter the Structure Set Templates.

Click on one of the templates to select it. The main content area will update to display the details for the selected structure set template.

Creating Structure Set Templates

Note: You must have the Create Structure Set Templates permission on the organization to define structure set templates for the organization. You must have the Create Structure Set Templates permission on a workspace to define structure set templates for the workspace.

Press the Create button located at the top of the sidebar.
Choose a Name for your structure set template. You can use any characters you'd like, but the name must not contain more than 64 characters.
Choose a Categoryfor your structure set template. You can use any characters you'd like, but the name must not contain more than 45 characters.
Press the Create button to create the structure set template. Your new scorecard should be selected.

Copying a Structure Set Template

Another way to create a structure set template is to copy an existing structure set template. Just select a template, and press the Copy Structure Set Template button in the small ribbon of tools below the selected template in the sidebar.

Editing Structure Set Templates

Note: You must have the Update Structure Set Templates permission on the organization to edit structure set templates for the organization. You must have the Update Structure Set Templates permission on a workspace to edit structure set templates for the workspace.

Choose the structure set template you wish to edit from the sidebar on the left.
Press the Edit Structure Set Template button in the small ribbon of tools below the selected template in the sidebar.
Edit the Name and Category in fields provided, and press Save to save your changes.

Downloading Structure Set Templates

Choose the structure set template you wish you download from the sidebar on the left.
Press the Download Structure Set Template button in the small ribbon of tools below the selected template in the sidebar.
Find the downloaded CSV file in your browser's configured download folder.

Uploading Structure Set Templates

Note: You must have the Update Structure Set Templates permission on the organization to upload structure set templates for the organization. You must have the Update Structure Set Templates permission on a workspace to upload structure set templates for the workspace.

Choose the structure set template to which you wish you upload structures from the sidebar on the left.
Press the Upload Structure Set Template button in the small ribbon of tools below the selected template in the sidebar.
Press the Select File button and select a structure set template CSV file (containing at minimum the columns Name, Type, R, G, and B)
Select how duplicates should be handled: either Leave existing structure color and type unchanged or Overwrite existing structure color and type.
Press the Upload button to upload the structure set template file.

Editing Structure Set Template Structures

Choose the scorecard you wish you edit from the sidebar on the left.
Press the Edit button.
Press the Add new structure... button.
Enter a Name, and choose a Type and Color.
Delete metrics from your scorecard template by pressing the trash icon.
Press the Save button to save your changes.

Deleting Structure Set Templates

Note: You must have the Delete Structure Set Templates permission on the organization to delete structure set templates for the organization. You must have the Delete Structure Set Templates permission on a workspace to delete structure set templates for the workspace.

Choose the structure set template you wish you delete from the sidebar on the left.
Press the Delete Structure Set Template button in the small ribbon of tools below the selected template in the sidebar.
Press the Delete button to delete the structure set template.

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