SNAP-Ed Data Templates

Create and manage reusable SNAP-Ed custom data templates in PEARS.

SNAP-Ed Data Templates are reusable configurations that pre-fill the SNAP-Ed Custom Data section when creating program activities. Templates save time when you frequently create program activities with the same SNAP-Ed settings such as project, curriculum, intervention, and target audiences.

Permission required: SNAP-Ed user with template management permission.

Getting Started

To access SNAP-Ed Data Templates, click the cog icon in the top navigation bar, select Organization Settings, then choose System Lists & Templates → SNAP-Ed Data Templates. The list view displays all templates for your organization with columns for name, intervention, curriculum, year, and created date.

Filters

Use the filter sidebar to narrow results:

• Year — Filter templates by reporting period year

Create a Template

Click Add Template to create a new SNAP-Ed data template.

1

Enter a Template Name

Enter a descriptive Name for the template. This name will appear in the template dropdown when users create program activities.

2

Select a Reporting Period

Select the Reporting Period that this template applies to. The reporting period determines which projects, curricula, interventions, and other options are available. This field cannot be changed after the template is created.

3

Select a Project (if applicable)

Select the Project associated with this template. Available projects are filtered by the selected reporting period.

4

Select an Intervention (if applicable)

Select the Intervention for this template, if your organization uses intervention names.

5

Select a Setting

Select the Setting that describes where the program takes place. If the appropriate option is not listed, select Other and enter the setting name.

6

Select Curricula

Select a Primary Curriculum from the SNAP-Ed approved list. This field is required.

Optionally select Additional Curricula if the template uses more than one curriculum. If the appropriate curriculum is not listed, select Other and enter the name.

7

Select Additional Fields

Complete any additional fields that apply to your template:

• Objectives — State SNAP-Ed objectives

• Target Audiences — Groups this program is intended to reach

• Intervention Topics — EARS intervention topics covered

• Funding Source — Funding source for the program (if enabled)

• Priority Indicators — SNAP-Ed priority indicators

• Food Demonstration — Whether the activity includes a food demonstration or taste test

• Recipes Used — Names of recipes used (if food demonstration is Yes)

8

Save

Click Save to create the template. Users can now select this template from the Template dropdown when completing the SNAP-Ed Custom Data section of a program activity.

Edit a Template

From the list view, click on a template name to view its details, then click Edit to modify the template fields.

Delete a Template

From the template detail page, click Delete to remove the template. Deleting a template does not affect program activities that were previously created using the template.

Related Documentation

• Add SNAP-Ed Custom Data to a Program Activity — Learn how to apply a template when entering SNAP-Ed custom data.