Edit an Objective Template

Objective templates can be edited to change the type of information you collect from incident participants when they update the objective status. However, changes appear on new objectives only and do not affect objectives that already exist on incidents.

To edit an objective template

1. Point to Settings and click Objective Templates. The Objective Templates page opens.

2. In the Objective templates for list, make sure the name of your facility is selected.

3. On the left, in the list of templates, click the template you want to edit. The template opens on the right.

   

4. As appropriate, take any of these actions:

   Edit the template field or option names

   Click the relevant field and enter your changes.

   Change field types

   Click a different field type in the list.

   Add a field

   1. On the right, at the bottom of the template, click Add Field. A field appears.

   2. For Field, enter a name.

   3. To the right of the field, click the list and select the type of field (Short text, Long text, Drop-down, Checkbox, and Checkbox group) you want to create. Depending on your selection, additional fields may appear below.

   4. If you create a field with options, enter the options.

   Add an option

   1. Within the area for a field, click Add Option.

   2. For Option, enter a name.

   Reorder fields or options

   Click the order icon on the left and drag the field or option to another position.

5. When you are done adding and ordering fields, click Preview. The template preview opens.

6. Verify that the template appears as you want it, and click OK.

7. When you are satisfied with the template, click Save.