Chronicle Meetings are created from Meeting Templates. You can have a range of Meeting Templates available to suit your school needs.  Meeting Templates allow you to preset defaults and also manage the level of access required to use the Template or access Meeting entries created.

Click here to access our Meeting Templates webinar.

Permissions

To create/edit/delete Chronicle Templates, staff require the ChronicleConfigure permission.  This will give them access to the 'Administration' tab on the Chronicle page where Templates are managed.

Creating a Meeting Template

To create a Meeting template, go to the 'Organisation' menu (grid icon) and select 'Chronicle'.  This will take you to the 'Chronicle' page.  Click to the 'Administration' tab and then to the 'Template' sub-tab.  Click 'Create Template'.

     

In the pop-up, select 'Compass Meetings' for the 'School Category' field.

     

Because meeting entries created from this type of template account for student attendance, you will see the option to set the default attendance code.

     

Complete all the applicable fields on the 'Template Details' tab (for information on each of these fields, please refer to the  'VIC - Creating a Chronicle Template' article from the Knowledge Base).

Next, click to the 'Template Fields' tab.  This is where you build the content to be completed for Meeting entries of this nature.

     

Meeting Templates have default fields that are automatically included (you will not see them showing here on the 'Template Fields' tab).  The default fields are:

• Meeting Date
• Start Time
• Finish Time
• Staff Member
• Location
• Campus
• Attendance Code when marked Present
• Scheduled Activity Name

Add any additional fields to suit the content you require for these meeting types (for further details on how to add template fields, please refer to the 'VIC - Creating a Chronicle Template' article from our Knowledge Base).

Next, click to the 'Communications' tab.  Here you can manage any communications that are required for Meeting entries generated from this Template.  For details on setting up communications, please refer to the 'VIC - Creating a Chronicle Template' article from our Knowledge Base.

     

When you have added any applicable Communication details, or if you do not require any associated communications within the template, click 'Save Template & Close' and the new Meeting Template will be created.

Managing Meeting Templates

To edit existing Meeting Templates, go to the 'Organisation' menu (grid icon) and select 'Chronicle'.  This will take you to the 'Chronicle' page.  Click to the 'Administration' tab and then to the 'Template' sub-tab.
Scroll through the templates to the 'Compass Meetings' category and you will see all the available Meeting Templates for your school. 

    

Click the edit pencil icon for the Meeting Template you need to edit.  Make your required changes and then click 'Save Template and Close' to update.  Changes made at the Template level will not impact any existing meetings created from the Template, only future entries created.