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Templates Overview

Templates are reusable program configurations in the Global PRS system that define the structure and behavior of program registrations. They provide a standardized way to create and manage programs while maintaining consistency across different instances.

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Template Structure

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1. Core Components

  • Basic template information
  • Flow configuration
  • Form definitions
  • Field specifications
  • Validation rules
  • Integration settings

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2. Template Example

{
  "templateId": "basic_program",
  "version": "1.0",
  "name": "Basic Program Template",
  "description": "Standard template for basic programs",
  "flow": {
    "steps": [
      {
        "id": "registration",
        "type": "form",
        "config": {
          "formId": "basic_registration"
        }
      },
      {
        "id": "payment",
        "type": "payment",
        "conditional": "{registration.fee > 0}"
      }
    ]
  }
}

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Template Features

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1. Configurability

  • Customizable fields
  • Flexible validation rules
  • Conditional flows
  • Dynamic behavior
  • Integration options

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2. Reusability

  • Base templates
  • Template inheritance
  • Shared components
  • Version control
  • Template cloning

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3. Extensibility

  • Custom fields
  • Plugin support
  • API integration
  • Workflow hooks
  • Event handlers

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Template Types

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1. Program Templates

  • Basic program registration
  • Advanced program registration
  • Multi-session programs
  • Recurring programs
  • Special events

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2. Form Templates

  • Registration forms
  • Health declarations
  • Feedback forms
  • Survey forms
  • Custom forms

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3. Specialized Templates

  • Health program templates
  • Event templates
  • Workshop templates
  • Training templates
  • Consultation templates

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Template Management

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1. Creation

  • Template design
  • Component selection
  • Flow configuration
  • Validation setup
  • Testing

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2. Versioning

  • Version control
  • Change tracking
  • Migration support
  • Rollback capability
  • Archive management

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3. Deployment

  • Template publishing
  • Access control
  • Distribution
  • Monitoring
  • Updates

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Best Practices

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1. Design

  • Keep it simple
  • Maintain consistency
  • Follow standards
  • Document well
  • Test thoroughly

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2. Implementation

  • Use base templates
  • Implement validations
  • Handle errors
  • Monitor performance
  • Regular updates

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3. Maintenance

  • Version control
  • Regular review
  • Performance monitoring
  • Security updates
  • Documentation updates

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Security Considerations

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1. Access Control

  • Template permissions
  • Role-based access
  • Version control
  • Audit logging
  • Change tracking

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2. Data Protection

  • Field encryption
  • Secure storage
  • Data validation
  • Input sanitization
  • Output encoding

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Integration Points

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1. External Systems

  • CRM integration
  • Payment systems
  • Notification services
  • Analytics platforms
  • Third-party APIs

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2. Internal Systems

  • Program management
  • User management
  • Reporting system
  • Monitoring tools
  • Audit system

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Next Steps