What is a template?

A template is a reusable list of products with expected quantities. You build the template once, then assign it to one or many locations so every similar location carries the same thing. Templates are what the Shift Checkout page compares against when crews verify a vehicle or bag.

PAR, minimum, and maximum

For each item in a template, you can set three numbers:

  • Min — the lowest acceptable quantity. If the count drops below this, the location is under par.
  • Par — the target quantity you want on hand.
  • Max — the highest quantity this location should hold.

For example, your airway bag template might list an OPA set with min 1, par 1, max 2. That means you always want one set in the bag, you never want zero, and you should not stuff more than two in there.

Creating a template

  1. Click Locations in the menu, then click the Templates tab across the top.
  2. Click New Template.
  3. Give the template a Name (for example, "Jump Bag").
  4. Optionally set a Location type if this template only applies to a specific kind of location (facility, room, vehicle, bag, and so on). Leaving it blank means the template can be applied to any location.
  5. Turn on Default if this should be the default template for its location type.
  6. Click Save to create the template. Now you can add items to it.
  7. For each product the location should carry, pick the product and enter the Min, Par, and Max values. For drugs, you can track by unit count, by dose, or both.

Applying a template to a location

  1. Click Locations in the menu.
  2. Click the location's name to open its detail page.
  3. In the Template & Checklist section, pick the template from the Template dropdown.

The template's expected items now show up in the Shift Checkout flow for that location.

Worked example

You want to standardize what goes in every jump bag across your agency. Build one "Jump Bag" template with location type bag containing the items and counts you want (gauze pads 20, trauma shears 1, cervical collars 2, and so on). Then on each jump bag location, select the "Jump Bag" template from the dropdown. All your jump bags now share one standard.

Why templates matter

Templates are especially valuable when your agency has multiple vehicles or bags that should be stocked the same way. Instead of checking each one from memory, you have a written standard. During shift change, crew members verify their location against the template through the Shift Checkout flow.

Tips

  • Start with your most critical locations — ambulances and jump bags — and expand from there.
  • Review templates every quarter to make sure they still match your protocols.
  • If you edit a template, every location using it will reflect the new list next time a checkout runs.