Update and Send an IAP Template to Working

To update and send an IAP Template to Working

  1. In the User view, on the main menu, click the boards icon. The Boards page opens.

  2. Click the Incident Action Plan (Template) board.

  3. Locate the template you want to update and, on that row, click the more icon More icon then select Update.The IAP opens.

  4. Within the IAP, make the necessary changes. For example, you can select or deselect objectives and forms, edit descriptions, and decide if a site safety plan is required.

  5. Om the bottom right, click Save.

  6. To create, configure, and/or edit administrative branches and divisions, click Configure Branches and Divisions.

  7. To view divisions or edit branches, locate the branch and, on that row, click the more icon More icon and select Edit Branch.

  8. Enter or edit the information and click Save.

  9. When you are finished, click < Return to open the Form List of the IAP.

  10. To add an attachment to the IAP, below the list of forms, click + Add.

  11. Click the Attachment field and use your browser navigation window to locate and select a file.

    This must be a pdf file.

  12. Click Save.

  13. You are returned to the Form List of the IAP.

  14. Click < Return to open the Incident Action Plan Template page.

  15. To publish the template to working status, locate the template and, on that row, click the more icon More icon and select Send to Working. The Send to IAP Working page opens.

  16. As appropriate, update the IAP Working Title.

  17. Click Save.