## Incident Templates

If your agency chooses to use this feature, authorized users (including users who have ownership of the incident to be edited) can create an apply templates to incidents for frequently used incident scenarios and details.

### Creating Incident Templates

Follow these steps to create a template.

1. View or edit the Incident.

| 2. | Click on the Action button on the Summary tab, then click Create Template.

| 3. | From the Create Template window, enter a template name and description.

| 4. | Using the check-boxes, select the elements from the incident report that you wish to include in the template. The elements that can be included are Media Summary, Incident Types, Location, Offenses, Victims, and Narratives.

Note: You may choose to make a template for your user profile ONLY by selecting the Limit To My User check-box. Leaving this box unchecked will create a template available to the entire agency or organization, depending on the user's permissions level.

| 5. | Select Save to save the template. You will be prompted to confirm the creation of the template. (Choose Yes to confirm or No to cancel.

| 6. | You will see a brief message confirming the template has been created before you are returned to the Summary tab.

Note: Meta data and custom fields are carried over when creating templates.

### Applying Incident Templates

After you have created templates, Follow these steps to apply a template.

Note: Applying a template will only add information to an incident. It will never remove data. Duplicate items will not be added twice, but the user may choose to replace the incident location with the location from the template, if desired. Adding a template adds everything in the template; at this time, there is no option to select individual items from the template to include or exclude.

1. View or edit the Incident.

| 2. | Click on the Action button on the Summary tab, then click Apply Template.

| 3. | A list of templates for your user profile appears. You may choose from among your profile's templates, or use the drop-down window to select an agency template (if available).

| 4. | Select the template you want to apply by clicking the icon. You will be prompted to Apply the selected template, or Cancel.

| 5. | If you click Apply, you will be prompted to click Yes to confirm or No to cancel.

| 6. | If you click Yes, a confirmation screen will display, showing you which elements have been brought over from the applied template.