Why templates

Every shift you put a unit on duty. Most days, that unit is the same configuration — same call sign, same vehicle, same home station, same typical crew. A template captures that so you do not have to re-enter everything from scratch each morning.

What a template holds

A unit template defines the defaults for one of your units:

  • Name — for example, Medic 1.
  • Call sign — for example, M1.
  • Default vehicle — picked from your Fleet Management list.
  • Default level of care — pick from the list your agency uses.
  • Default location — the unit's home station, picked from your CloudPCR locations.
  • Default crew members — the typical crew assigned to this unit.

The CAD Units page with the list of unit templates for the agency.

Building a template

  1. From the navigation, click Units.
  2. Click Create Unit.
  3. Fill in each field.
  4. Click Create Template to save the new template, or Save Changes if you are editing an existing one.

An example agency

If you run two medic units, a critical care unit, and a wheelchair van, you would build four templates:

  • Medic 1
  • Medic 2
  • CCT 1
  • Wheelchair 1

Templates are starting points

Every shift when you actually put a unit on duty, you can override any field — a different crew, a backup vehicle, a temporary call sign — without changing the template. The template just saves you from re-entering everything from scratch. See Activating a unit for a shift.