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How do I Create a New DRF Template?

Last Updated: Sep 24, 2014 12:10PM CDT

From the DRF Template Builder, you can create new templates by either starting from scratch, or by copying (and optionally modifying) templates that have been created and shared by others.

To create a new DRF template

  1. Type the New DRF Template Title (maximum of 100 characters).
  1. (Optional) If you have created custom folders to organize your work in Taskstream, you can choose to file your new DRF template in one of these folders by selecting the folder name from the Add to Folder pull-down list.
When displayed as part of a list of templates, DRF Templates that have been added to a custom folder display a folder icon to the right of the name. If you want to view a list of all custom folders the folio has been added to, click on the folder icon.
  1. Click the Create New DRF Template button.
  2. This takes you to the first step of the DRF Template Builder, Starting Format.
  3. Save & Continue to proceed to Step 3: Evaluation.
  • Add/delete/reorganize DRF areas (categories and/or requirements).
  • Add content to the requirements (general directions, standards, file attachments and/or web links).
6. Save & Continue to proceed to Step 3: Evaluation.
  • Use radio button to Select Level of Evaluation for this template, then Save & Continue.
  • Assign Evaluation Method(s) based on that level, then Save & Continue.
7. The final tab, Preferences, presents some general default settings for the template, with a button to access a screen where you can change any/all of them.
  1. At this point, you have three options:
  • Click on Continue to Create DRF Program to navigate to the DRF Program landing page. Your new template is available for association with a program.
  • Use the tabs to navigate back to any step and make changes.
  • Click on the All Templates tab to return to the DRF Template Builder home page. Your new template now appears on the list.

Choose a Format

After entering a title, start to create a new template by choosing a starting format for your Direct Response Folio. The starting format is a basic skeleton that will be used as the organizing structure for the folio.

You can further customize the format to your specifications in Step 2 of the DRF Template Builder.

Select the pre-set format that fits your program, or choose Add a generic template - Create from Scratch to design your own structure. Your learning community may have other formats in addition to those listed here.

Using this structure: Participants will... Assessment Approach is:
Organize by Course submit requirements for specific courses they are taking in the program. Focus is placed on how well participants achieve the expectations of each course.
Organize by Framework/Standards organize artifacts by standards. Focus is on determining competency across standards.
Organize by Phase/Stage submit artifacts by semester, year, or some other benchmark point in the program. Competency is assessed at key junctures
Single Course Folio complete a DRF for a particular (single) course. Focus is placed on how well participants achieve the expectations set for this course.

To select a starting format

  1. From the Starting Format tab, click Begin Creating Your DRF Template. You are navigated to a list(including a Custom option).
  2. (Optional; strongly suggested) Click Structure for any format, to preview the contents.
    1. A template structure in the selected format is displayed in a pop-up window.
    1. Click Close Window to close this preview.
  3. Click the Select button next to the starting format you prefer.

 Choose carefully! Once selected, a starting format cannot be changed. If you subsequently decide you would prefer to base your template on a different format, you will need to start a whole new DRF template.

Structure and Requirements

Each time you create a new template, before you can begin to customize your selected starting format, you are navigated to an overview of Structure and Requirements.

After you have familiarized yourself with these concepts, click Start Working on Structure & Requirements to continue on to the work area.

You can return to this overview at any time by clicking the Read More about Structure/Requirements button in the upper left of the Step 2: Structure/Requirements work area.

Regardless of the type of starting format you selected, a Directed Response Folio is organized in three levels:

General Information

Often used as a cover page, this area can include any general information relevant to the template, such as a mission or goal statement. Depending on preferences set, Authors may or may not submit work to this area.

Category level

NOT work submission areas, but simply a way to organize the requirements to make it easy for coordinators and evaluators to manage, track and assess work (e.g., by course, by standard, by phase, or by some other concept). You may want to provide each category with an overview to explain its purpose. Each category area contains one or more requirements.


Authors (usually students) are able to create and attach work at the Requirement level. The requirement can be a task, an assignment, or a specified collection of artifacts. As a Template creator, you can provide directions to guide Author responses and may attach samples, links, or other resources such as standards Authors need to address. Where Authors are not required to add work but a score needs to be recorded for a task (e.g. a test score or GPA, or a task that has no uploadable content such as a field experience task), you can create "No-Submission" Requirements.

  • Each category and requirement is assigned a name by the Template creator.
  • A maximum of 500 total items (Categories plus Requirements) can be included within each Template.
  • Evaluations of student artifacts or performance can occur at either the Category or Requirement level.

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