Documentation Templates

Step 2. 

Start here 

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Start from the top navigation bar, click the care drop-down. Then, click 'Manage Templates'. 

Step 1. 

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Click the Documentation Templates heading to begin creating a new documentation template.

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In the Create Custom Templates page, start building under the Your Template header.

Step 3. 

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Click the Template Name field, enter your desired name, then click Save.

Step 4. 

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Select one of the three category components. The category you choose will determine the format in which you want your field to capture information. See list of categories below: 

Step 2. 

Documentation Component Categories 

Input Category 

Text Input - The answer given must be a free-form text response. 

Date Input - The answer given must be a specific date, using a calendar selection. 

Email Input - The answer given must be in an email address. 

Phone Input - The answer given must be a phone number. 

Select Category 

Select Basic - This field creates a drop-down menu with one or more choices. The answer given must be from one of these choices.

Radios / Checkboxes Category 

Inline Checkboxes - Provides a horizontal row of options. More than checkbox may be selected.

Multiple Checkboxes - Provides a vertical row of options. More than one checkbox may be selected. 

Inline Radios - Provides a horizontal row of options. Only one radio button may be selected. 

Multiple Radios - Provides a vertical row of options. Only one radio button may be selected.

Template Input.jpg
Template Select.jpg
Template Radios and Checkboxes.jpg

Step 4. 

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Once you have chosen the format of the response field, click and drag the selected response from left to right, directly into the grey area under Your Template. 

Step 5. 

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On the right side of the page, a pop-up will appear prompting the filling of several fields, Once these, have been configured, click the Save button. 

Step 6. 

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You may drag and drop template fields in the order in which you desire. 
 

Click the edit icon to edit the field.
 

Click the delete icon to delete a field. 

** Deleted items will become greyed out. Click the restore icon to reactivate the field.

Step 7. 

Templates are automatically saved to your Manage template list of templates.

Edit, activate & archive templates

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Hover over the desired template, wait for the tooltip to appear: 

Activate/Deactivate a template 

Active templates will appear on the available options when care coordinators are working in events.

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view/edit a template

View and edit existing template.

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Archive Template 

Archive templates that are no longer needed. 

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