Event Templates
An Event Template is a powerful new feature in Crisisworks 4 which has preloaded records and preferences the be “copied” into your newly created event.
When used properly you will save you time at the time you need to create an event and it will help recuse errors and ensure you follow company procedures.
You can have many templates, one for each different type of event you are likely to create in the future.
Note: Creating an event from a template will also copy all of the items within the event into the template. At the time of setting up a new event you will have the option of whether to add these items to your event.
The first step is to create a normal event and add contacts, requests, information records etc.
Once you are happy with the “Vanilla data”” then you change the event into a template, see Saving an Event as a Template for details
Elements that can be pre-created or Pre prepared in an Event Template
- Positions - Add all of the stating positions you would like, knowing you can always add more later if the event/emergency grows lager than expected.
- Resources - Add the resources from your system resources, resources can be used to help take costs and utilisation of resources
- 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 requested 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.
Large organisations can implement many of the checklists from their Emergency Management plans 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.