Quick Incident Templates

On this page:

As a district administrator, you can create customized quick incident templates that are specific to any incident situation. Once created, you can then make them available to school administrators to use when creating new quick incidents.

Create an Incident Template

1. From the start page, choose District > Incident Management > Incident Templates > Create.
2. Enter the Template Name and Template Description.
3. Click Next.
4. Note the Incident Details sections and associated fields.
5. To customize the fields within a section:
   1. Click the Edit icon for that section.
   2. To have a field appear in the section, select the Include checkbox.
   3. To remove a field in the section, deselect the Include checkbox.
   4. To make a field required, select the Required checkbox.
   5. To make a field optional, deselect the Required checkbox.
   6. To remove the section altogether, deselect the Include checkbox for all fields.
      Note: Some fields are not configurable and always appear in the sections, such as Incident Description and Participant. Those fields will not appear in Edit drawer.
   7. Click Submit.
6. To set the default value for a field, enter the default within the field.
7. Click Next.
8. Note the Participant Details sections and associated fields.
9. Edit the information as needed.
10. Click Save.

Enable an Incident Template

1. From the start page, choose District > Incident Management > Incident Templates. 
2. Click the Template Name you would like to enable.
3. Select the Enable Template checkbox.
4. Click Save.

Duplicate a Template

1. From the start page, choose District > Incident Management > Incident Templates.
2. Click the Gear icon.
3. Select Duplicate.
4. Select the template you would like to duplicate.
5. Click Duplicate.
6. Enter the New Template Name.
7. Click Save.

Set Template Display Order

Use this procedure to change the order by which templates appear in the Incident Template pop-up menu when using the Create Quick Incident function.

1. From the start page, choose District > Incident Management > Incident Templates.
2. Click the Gear icon.
3. Select Display Order.
4. In the Order column, click the number you want to update.
5. Enter the number that indicates the order in which you want this template to appear. 
6. Click Ok.  

Delete a Template

1. From the start page, choose District > Incident Management > Incident Templates. 
2. Click the Gear icon.
3. Select Delete.
4. To delete individual templates, select the checkbox next to each template you would like to delete.
5. To delete all templates, select the checkbox in the header row.
6. Click Delete. 
7. Click Delete.