Create Mission Template

Create a mission template to save reusable mission details for future use. A mission template stores mission information that can be used to pre-populate fields when launching a new mission, reducing the need to enter the same information repeatedly.

Create a mission template

1. On the main menu, select Missions. The Missions page opens.

2. Select the Mission Templates tab.

3. Click Create Mission Template. The Create Mission Template page opens.

4. Enter the following information:

   Mission launch actions

   Field	Description
   Mission name	A descriptive name for the mission.
   Mission type	The type of mission you want to deploy. The options are the following: Federal/National: Volunteers A user who can participate in missions, request shifts, and record volunteer hours. are coordinated for a federal or national event. Local: Volunteers are coordinated for a local event. Local Non-Emergency: Volunteers are coordinated for a local event that doesn't require immediate action. State: Volunteers are coordinated for a state-wide event. State Non-Emergency: Volunteers are coordinated for a state-wide event that doesn't require immediate action. These are the default mission types. Client admins can make changes to these options in Configurations.
   Description	A detailed description of the mission and the expected outcomes.

5. Click Next.

6. Enter the following information:

   Contact fields

   Field	Description
   Name	The full name for the mission's main contact The internal and external people that participate in, might be affected by, or need to be notified about an incident..
   Email	The email address for the mission's main contact.
   Phone	The phone number for the mission's main contact.

7. Click Next.

8. Click one of these options.

   • Public (Everyone): Anyone within the volunteer database can volunteer for this mission.

     Only qualified volunteers are able to see the mission.

   • Specific Organization: Accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. within specific selected organizations Official entities, such as public health authorities, healthcare agencies, and corporations. can volunteer.

     The Select Organizations page opens.

     1. On the Select Organizations page, select the checkbox for each organization you want to include in the mission.

     2. On the upper right, click Select.

   • Group: Accounts within specific selected groups Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer. can volunteer.

     The Select Group page opens.

     1. On the Select Group page, select the checkbox for each group you want to include in the mission.

     2. On the lower right, click Select.

9. Click Next.

10. Drag files into the upload area or click Browse Files.

    Files attached to the template are copied to missions created from the template.

11. Click Next.

12. Click Add Access to grant template access.

13. Enable General Access if needed.

14. Select the appropriate Accounts, Organizations, or Roles.

15. Select the required access type.

    Use the Search box to locate specific accounts, organizations, or roles. Use the Access Type filter to display entries by access level.

16. Click Create Template.