Event Templates
Event Templates allow administrators to preconfigure event items, participants and other preferences the are automatically applied when a new event is created.
Use Event templates to:
Save time by preloading event details
Enforce consistency and reduce errors
Automatically create items such as announcements to participants and on call users
Large organisations can implement many of the checklists from their planning by entering them into an event template or into a global reference library. This will make access to the information during an emergency far quicker and more effective.
Creating an event template
To create an event template:
Go on duty and select the event to work with it
Add any register items you wish to be part of your template. These items will be created automatically in events based on this template.
When you are happy with the event settings, Edit the Event
In the Advanced section, tick the This is a template checkbox
Save
You will be taken off duty for the event and it will no longer be available for use as a regular event, and it will become available within the Event Templates select box for future event creation.
To edit this event template again, you can uncheck the template checkbox to convert it back to a regular event, then go on duty to manage its records.
Elements that can be pre-created in an event template include:
Positions - Add all of the positions you would like to have access, knowing you can always add more later if the event/emergency grows lager than expected.
Registers - Most of the time you will use all of the registers you have licensed, however you can choose a different set of registers.
Requests - Any requests saved in an event template will be cited into the new event, this includes all data elements in the request, including the assignment of the requests.
Information - Information can be set up, some could be place holders for information to be added later. Any information added in the Rich Text area will come across, so you can have information such as check lists or Tables pre created to edit in the new event.
Contacts - Contacts will also be copied into the new event however if you know your contacts in advance, you should consider using 'Global' contacts, as these contacts are available in all events for all users that have a matching position in the global events.
Library - Pre-populate the Event Library with materials you may need specific to each event.
Reverting to a regular event
Templates that are no longer needed can be converted into a regular event. Events previously created using the template will not be affected.
To revert to a regular event:
In the Advanced section, untick the This is a global event checkbox
Creating events based on event templates
To create an event based on a previously created event template, simply select the event template from the Event Templates selector when creating a new event.
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