View Existing Templates
With the exception of a limited number of non-customizable emails, all of the email templates that support the emails sent by Skillport are shown in Skillport Administrator. This allows you to examine the system templates provided with Skillport, and to create and use custom templates to further meet the needs of your organization.
There are two ways to access the email templates that support Skillport emails:
- The Manage Emails tab: Use this procedure when you do not know the name of the specific template that you want to view, but you do know the email that utilizes it.
- The Manage Templates tab: Use this procedure when you know the name of the specific template.
 View existing templates using the Manage Emails tab
To view the existing templates
- Click Configuration > Notification Management on the navigation bar.
The Manage Templates page displays, with the Manage Emails tab shown by default. This tab groups the events by major feature area.
- If desired, filter and sort the columns to change the information that is displayed. As an example, you can apply a filter to the Feature column to display just Learning Plan events so you can work easily with them. For help with filtering and sorting, see Manage Information in Tables.
- Identify the event for which you want to view an assigned template.
- Click the + sign to the left of that event.
The email templates (in all languages) that are assigned to the event are shown.
- Use this tab to:
- Move the cursor over a template's Description icon to view a description of the template (shown above).
- Select any template, and click the corresponding button to copy, preview (view an example based on the template), or edit it.
You cannot delete or deactivate a template that is currently assigned to an event. You must first assign a different template to the event.
View existing templates using the Manage Templates tab
To view the existing templates
- Click Configuration > Notification Management on the navigation bar.
- Click the Manage Templates tab.
- Click the + sign beside a feature area to display the templates available for use with that feature.
Both the system templates (the templates provided for your use) and the custom templates created by you (if any) display.
As shown above, the templates are grouped first by feature (for example, Learning Plan) and grouped second by more granular aspects (for example, Oerdue Notice to User).
- Use this tab to:
- Filter, sort, and hide columns to change the information that is displayed. As an example, you can apply a filter to the Feature column to display just Learning Plan templates so you can work easily with them. For help with filtering, sorting, and hiding columns, see Manage Information in Tables.
- Move the cursor over a template's Description icon to view a description of the template.
- Select any template, and click the corresponding button to copy, preview (view an example email based on the template), edit, delete, activate, deactivate, or delete it.
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