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When you manage the settings of related Checkpoint sessions together, templates can be a huge time saver.

Just like groups that are contained within a session, sessions can be contained within a template. Templates control the default settings for the sessions they manage. When you create a new template, the settings default to your current global settings, unless you specifically change them for the template.

Templates alone cannot be used for check-in; they must include designated sessions.

Multiple Badge Templates

You can create and save a variety of security badge templates and assign them to different Checkpoint templates and sessions.

  • Your children's Sunday school template can be applied to the check-in template called "Sunday School."
  • You can also create a badge template for Wednesday night children's choir and apply it to another check-in template called "Wednesday Night Music."
  • The two badge templates may display different information about children, or they may just have a different look to distinguish them.

Managing Templates

Use templates to control the settings of related Checkpoint sessions. Just like groups are contained within a session; sessions can be contained within a template. Templates designate the default settings for the sessions they include. Templates by themselves cannot be used for check-in. Templates must include designated sessions. When you create a new template, the settings default to your current global settings, unless you change them specifically for the template. Template settings override global settings. 

To create a new template, first navigate to template setup. Then, select the sessions that are included in the template.

 

 To navigate to template setup
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Templates and click Go.
  3. Click Add. (You can also create a new template by copying another one.)
  4. Enter the name of the new template.
 To select sessions for the template
  1. In the left pane, click Sessions.
  2. Under Available Sessions, select a session you want to include in the template.
  3. Click . This moves the session to the list of ones included in the template.
  4. Repeat steps 2-3 for each session.
  5. Under Badge Settings, choose if you want to print combined session badges, and the badge types to automatically print.
  6. Under Service, choose the service in which you want to use this template and click Apply to save your changes.
    Once you have selected the sessions, you can manage the other template settings.

Deleting a template does not delete the sessions included in the template. However, the settings that were applied to those sessions through the template no longer apply after the template is deleted. 

 To delete a template
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Templates and click Go.
  3. Select the template.
  4. Click Delete, then Yes.
 To edit a template
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Templates and click Go.
  3. Select the template and click Edit.
  4. Once you have navigated to the template, you can manage its settings. Select a topic below for instructions on how to apply the settings to your template.