Creating Templates

Learn how to create and manage case templates to streamline your workflow

Overview

Templates help you standardize case documentation and save time by providing pre-filled content for common scenarios.

  • Create reusable templates for common case types
  • Customize templates with default values and placeholders
  • Share templates with your team for consistent documentation
Creating a Template

Navigate to Templates

Go to the Templates section from the main menu and click 'Create Template'

Fill in Basic Information

Enter a descriptive title and set the template's visibility (public/private)

Add Default Content

Fill in default values for complaint, history, findings, and other sections

Save and Test

Save your template and test it by creating a new case using the template

Best Practices
  • Use clear, descriptive template names
  • Include placeholders for variable information
  • Keep templates focused on specific case types
  • Review and update templates regularly
  • Add helpful notes and instructions in the template
Next Steps

Learn how to use templates effectively in your daily workflow

Learn to Use Templates