> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/administration/administration/snap-ed-data-templates.md).

# 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 **Lists & Templates → SNAP-Ed Templates**. The list view displays all templates for your organization with columns for name, intervention, curriculum, year, and created date.

### Filters

Use the filters above the list to narrow results:

* **Year** — Filter templates by reporting period year. On your first visit, the filter starts on the year of the currently open SNAP-Ed reporting period.

## Create a Template

Click **Add** to create a new SNAP-Ed data template. The form is organized into four tabs: **General**, **Activity**, **Audience & Setting**, and **Curriculum**.

{% stepper %}
{% step %}

### Enter a Template Name

On the **General** tab, enter a descriptive **Name** for the template. This field is required. This name will appear in the template dropdown when users create program activities.
{% endstep %}

{% step %}

### Select a Reporting Period

On the **General** tab, select the **Reporting Period** that this template applies to. Only current and future SNAP-Ed reporting periods are listed. This field is required. The reporting period determines which projects, curricula, interventions, and other options are available. This field cannot be changed after the template is created.

{% hint style="info" %}
**TIP:** While you create a template, the option lists on the other tabs show choices for the currently open reporting period. Save the template and reopen it to see the choices for the reporting period you selected.
{% endhint %}
{% endstep %}

{% step %}

### Select a Project (if applicable)

On the **Activity** tab, select the **Project Name** associated with this template. Available projects are filtered by the reporting period.
{% endstep %}

{% step %}

### Select an Intervention (if applicable)

On the **Activity** tab, select the **Intervention** for this template, if your organization uses intervention names. If the appropriate intervention is not listed, enter it in **Intervention (other)**.
{% endstep %}

{% step %}

### Select a Setting

On the **Audience & Setting** tab, select the **Setting** that describes where the program takes place. If the appropriate option is not listed, enter the setting name in **Setting (other)**.
{% endstep %}

{% step %}

### Select Curricula

On the **Curriculum** tab, select a **Primary Curriculum** from the SNAP-Ed approved list.

Optionally select **Additional Curricula** if the template uses more than one curriculum. If the appropriate curriculum is not listed, enter the name in **Primary curriculum (other)** or **Additional curricula (other)**.
{% endstep %}

{% step %}

### Select Additional Fields

Complete any additional fields that apply to your template:

* **Target Audiences** (**Audience & Setting** tab) — Groups this program is intended to reach (if enabled)
* **Intervention Topics** (**Activity** tab) — EARS intervention topics covered (if enabled)
* **Funding Source** (**Activity** tab) — Funding source for the program (if enabled). When this field appears, it is required.
* **Priority Indicators** (**Audience & Setting** tab) — SNAP-Ed priority indicators
* **Did this activity include a food demonstration / taste test?** (**Activity** tab) — Whether the activity includes a food demonstration or taste test
* **What recipe(s) were used?** (**Activity** tab) — Names of recipes used (if food demonstration is Yes)
  {% endstep %}

{% step %}

### Save

Click **Add** 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.
{% endstep %}
{% endstepper %}

## Edit a Template

From the list view, click a template's row to open the edit form. Update the template fields, then click **Update** to save your changes.

## Delete a Template

From the edit form, click **Delete**, then confirm the deletion. Deleting a template permanently removes it from PEARS but does not affect program activities that were previously created using the template.

## Related Documentation

* [Add SNAP-Ed Custom Data to a Program Activity](/engage/program-activities/add-snap-ed-custom-data.md) — Learn how to apply a template when entering SNAP-Ed custom data.