Template types act as umbrella headings which can then be associated with multiple
categories. Categories are selected when creating new templates, and you can assign
multiple categories to one template. These will also be selected when setting up new users or
user groups, and therefore play a role in defining who is able to access specific records and
reports. They will also help your users search for records and can be used as a filter in the
For example, the template type ‘Observation’ could contain multiple categories such as book
look, learning walk, drop-in, etc.
By default, Observe provide a number of default templates types, which can be renamed to reflect your chosen types.
In total, you can have up to four template types if needed, for example, want a ‘CPD’ template type, which
can be used to record CPD activities under their own heading. This would then allow you to
analyse CPD records and reports separate from other records.
In the example below, you can see Quality Assurance, Appraisal, Professional Growth and Self-Evaluation have been created as template types, and this presents four separate sections in the reports for analysis: