Templates are the blueprints for your checklists. When you create a template, you are designing the form that your crew will fill out. Only administrators can create and edit templates.
How to create a template
- From the menu, go to Templates.
- Click New Template.
- Enter a name for the template. Pick something your crew will recognize, like "Engine Daily Check" or "SCBA Monthly Inspection."
- Add a description if you want to explain what the checklist is for. This description appears when someone starts a new session.
- Add sections and items to the template. See the sections and field types articles for details on how to set those up.
Naming your template
Use a clear, specific name. "Daily Check" is too vague if your agency has daily checks for engines, rescues, and ambulances. "Engine Daily Check" or "Medic Unit Morning Check" tells the crew exactly what it is for.
An example
Your agency just bought a new set of power tools for the rescue truck. You need a monthly inspection checklist for them. You go to Templates and click New Template. You name it "Rescue Power Tools Monthly Inspection." In the description you write "Monthly inspection of the Hurst eDraulics set on Rescue 1. Check all tools, batteries, and accessories." Then you add sections for each tool: spreader, cutter, ram, and batteries. Inside each section, you add items for the things you need to inspect, like "Blade condition" (pass/fail), "Hydraulic fluid level" (fuel gauge), and "Serial number" (short answer). When you are done building it, you publish it so your crew can start using it.
What happens next
A new template starts in Draft status. Your crew cannot see it or use it until you publish it. This gives you time to build it out, test it, and make changes before anyone else sees it. See the publishing article for how to go live.