How to create a template for incidents:

Note: This can only be done on desktop

  1. Locate the "Templates" page on the left-hand side menu

2. Select "Add Template" on the right

3. You can either create a new category or select an existing category

  • To create a new category, clink on the Create New text. This will change the drop-down to a text field. Here you can type in the name of the new category you wan to create.

  • To change back to the select existing option, click on the Select Existing text. This will change the text field back to a drop down.

  • You can Name the template. This name will be the name of the template and will NOT be set as the default name of the incident created from the template.

  • You can copy details from an existing template to the new template you are creating by clicking on the Copy Template button.

  • The details of the incident templates is divided into four tabs: Procedure, Form, Custom Fields and Tasks.

4. Procedures tab

  • This tab is for providing help text and setting the defaults for any incidents created from this template.

  • In this tab are the fields When to Use, Process, Default Priority and Default Medical.

  • The When to Use field is for helping people understand then this template needs to be used. When an incident is created this will show as a read only field. Meaning that it will appear in incidents created from this template, but will not be able to be edited.

  • The Process field is for recording what the process is for dealing with and recording the incident. This is a rich text field, so you will be able to use lists, tables, bullet points, etc when writing in this field. When an incident is created this will show as a read only field.

  • You can set the Default Priority for incidents created from this template, however when someone is creating or editing an incident created from this template, they will be able to change the incident’s priority.

  • You can set the Default Medical for incidents created from this template, however when someone is creating or editing an incident created from this template, they will be able to change the incident’s medical info.

5. Form tab

  • This section is for a simple form.

  • You can select which fields in the this form you want to add by ticking the checkbox. If the checkbox is not ticked the field won’t show in the incident.

  • The What happened, How did it happen, Actions we have taken, What have we learned and Closure Report are text fields. You can enter information in these fields after you have checked the box. These fields will be able to be edited when creating or editing an incident created from this template.

  • By checking the box for Where did this happen a location picker will be added to the incident form when creating or editing and incident created from this template.

  • By checking the Who was involved a people picker will be added to the to the incident form when creating or editing and incident created from this template. This has been updated so more than one person who is not on Blerter can be added and a comment can be added on how they were involved.

6. Custom Fields

  • You can drag and drop fields from the list on the right-hand side and drop them in the box on the left.

  • Once you have put a field on the left-hand side you can edit the field by clicking on the pencil icon.

  • To remove the field click on the icon on the field.

  • You can duplicate the field by clicking on the copy icon.

  • These icons will appear when you hover the mouse over the field the field you want to select.

7. Tasks

  • You can add tasks to the incident template by click the Add button in the tasks tab.

  • You will be able to give the task a name and priority.

  • You can Edit, Duplicate and Delete tasks by clicking on the setting icon beside each task. This will then show a small menu with these options.

  • You can edit the name and priority of a task.

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