Event Templates allow administrators to set up preloaded records, participants and other preferences the are “copied” into newly created events. Use event templates to:

• save time,
• enforce consistency and reduce errors, and
• automatically create records and send announcements to participants and on call users,

at the time the event is created. 

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.

Creating an event template

To create an event template:

1. Create a regular event 
   1. Click Events > Manage Events
   2. Click New Event
   3. Set up the event normally
2. Go on duty and select the event to work with it
3. Add any register records (e.g. information messages) you wish to be part of your template. These records will be created automatically for any event created off this template in future.
4. When you are happy with the event, edit it and change it to a template.
   1. Click the event's name from the event selector at the top right of screen
   2. Click Edit Event 
   3. Check the This is a template event checkbox
   4. Click Save

You will be taken off duty for the event and it will no longer be available for use as a regular template, and it will become available within the Event Templates select box for future event creation.

Elements that can be pre-created in an event template include:

• 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.

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 an event.