Adding an Incident Template from the Gallery

You can add new incident assessment templates based on a template in the Templates Gallery. If you import a template from the gallery, your new template will be pre-populated with seeded questions and associated rules logic.

To add a template from the gallery

  1. On the Incident Management menu, select Templates.

    The Templates screen appears.

  2. Click the Choose from gallery button.

    The Templates screen appears.


    Templates gallery showing available incident templates to choose from.
  3. Hover over a template and click the Preview button. A preview of the template will appear to review.
    Template preview modal showing details of the selected incident template.
  4. Click the Choose this template button.

    The Create template modal appears.

  5. Complete the fields. For more information, see Create Template Modal Screen Reference.
  6. Click the Create template button.

    The Template details screen appears.

Create Template Modal Screen Reference



Field
Description
Name

Enter the name of the new template. If you are creating the template based on an existing template, ensure the name is different from the original template name.

Organization

Select the name of the organization.

Description

Enter a brief description of the template and its purpose.

Template Icon

Select an icon that will be associated with the template.