Reduced Support Availability – 9th October 2025

Just a quick heads-up! On 9th October 2025, our support team will be attending the OneFile All Company Meeting, so our response times may be a little slower than usual. 

But don’t worry — you can still find answers quickly by searching our Help Centre for guides and FAQs. If you need further assistance, feel free to submit a ticket. and we’ll get back to you as soon as we can.

If your issue is urgent, please make sure to set the priority accordingly when submitting your request.

Thanks for your understanding!

Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: Enrol

On Tuesday 7th October 2025, we’ll be rolling out a series of enhancements to Enrol.

Full details of the changes can be found in the Release Notes

Downtime: Please note that there will be no service interruption.

Submit a ticket Log in

Creating or Sharing a Template

Templates in Tracker help standardize data formats and ILR codes, improving efficiency and reducing data errors. This guide covers:

  • Creating a Template
  • Copying a Template
  • Sharing a Template

⚠️ Note: Templates are assigned to specific Sites and must be managed using a Power User role.

Creating a Template 

The process is similar to creating a learner record and begins with a setup wizard.

  • Expand the Site Admin menu.
  • Click Templates.
  • Click the New button in the bottom-left corner.
  • Use the Calendar tool to select the Start Date for the template.

    This determines the data specification year. Templates are auto-migrated with each new specification release.

  • Select the Funding Model.

    ILR will only show fields relevant to the selected model.

  • Click Next.
  • Choose the Programme Type.
  • (Optional) Set the Employer and number of Sub Aims.
  • Click Next.

You’ll now see a blank record where you can add delivery details and ILR codes.

  • Enter a Template Name and Description.
  • Click Save.

Validation rules are not applied during template creation, allowing partial data to be saved.

Copying a Template

Copying an existing template can save time when only minor changes are needed.

  • Expand the Site Admin menu.
  • Click Templates.
  • Click the Share button next to the template you want to copy.
  • Select Copy to other Providers and Sites from the grey banner.
  • Choose the Site(s) to copy the template to.
  • Click Save.

✅ A duplicate template will appear in your list, ready for editing.

Sharing a Template

Sharing a single template across multiple sites allows centralized updates.

  • Expand the Site Admin menu.
  • Click Templates.
  • Click the Share button next to the template you want to share.
  • Select the Site(s) to share the template with.
  • Click Save.

Any updates made to the shared template will apply across all linked sites.

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