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Home > EMResource > Guide - Event Templates > Create an Event Template


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Event templates help you create new events more quickly by providing a consistent structure and

formatting

format for

particular

the various types of events

. Using templates saves

, which in turn, saves you time when you need to create an actual event.

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As an authorized user

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With the appropriate permissions, you can create new event templates and specify default elements

for the selected type of event

of those templates. You must specify the types of events for which the template is appropriate.

This Definition

A Descriptionof each template appears in

the

the Event Template List to help

others determine which template is appropriate for their

you find the appropriate template for your current needs.

A few notes about creating event templates:

  • You can test the audio by clicking Test.

    • The

    Knowing the exact location of an

    emergency

    event can be a

    crucial

    critical element

    in

    of your response

    efforts

    .

    In

    On these

    cases

    templates, select

    the

    the Mandatory Address

    check box

     checkbox to require that the

    event creator supply certain

    person creating the event to enter the location details (City, State,

    and

    and County).

    Note:

    The
    • The Status Types
    you
    •  you choose for
    the
    • a template must be appropriate for the
    resource type(s) you selected
    • selected resource types.
    • You can associate up to 50 status types with a template.
    Note:
    • Including many resource types and status types may cause problems for users running older computers and/or browsers.

    After creating a template, you can set up or change the

    :Types of notifications sent

    types of notifications sent to users and resources (email, pager, and/or web)

    .

  • Template security. This option is available if you select the Security check box when creating or editing a template. If selected, you can specify in the template's Event Security page the users who can activate and update this type of event.

    • To create an event template

  • From any page, open the Event menu and click Event Setup. The Event Template List opens.
    • Click

    , as well as the template security. 

    To create or edit a template

    1. In the main menu, click Event and then click Event Setup. The Event Template List opens.
    2. Take one of these actions.
      1. Click 
      1. Create New Event Template.
    The
      1. The Create New Event Template
    page
      1.  page opens.
    Complete the appropriate fields:
      1. Locate the template and, on that row, click Edit.

    2. Enter or update this information.

      Field

      Description

      Template Name

    Name of the template (required). Appears in the Select Event Template page, when creating an event, as well as the Event List. It also appears in the Event Template List for those who manage templates

    1. Unique name that describes the type of event in general terms.

      Definition

    Brief definition

    1. Description of the template

    (required). The template creator/editor must specify the types of events for which this template is appropriate. This Definition appears in the Select Event Template page and Event Template List, helping other users to determine whether the template is appropriate for their current needs

    1. , including when and why it should be used.

      Default Event Title / Default Event Information

    Default event title and details. The user can add to, change, or delete this information when creating an event based on this template

    1. When creating an event using a template, this information is prefilled by default, but the person creating the event can edit this information.

      Standard Event Type

    Predefined list

    1. List of

    types; if none of the types is appropriate, you can select Other or nothing at all (not required)

    1. event types.

      Alert Audio

      Sound

    that users will hear when the system notifies them that an event of this type has occurred

    1. created by the solution when this type of event is announced.

      Tip: To hear what the alert sounds like, select it from the list and

    click

    1. click Test.

      Associated Icon

      Icon associated with this type of

    event; it appears in a number of places, including the

    1. event

    banner, in View pages next to resources involved in the event, and in the template itself

    1. .

      Event Color

      Color of the

    banner background when it opens

    1. event banner that appears in the event bar for this type of event

    ; for example, your region may have specified that all MCI events have a red banner

    1. .

      Active

    Event

    1. Indicates if the template is active

    ; if this check box is cleared, the template will not be available to users and, by default, will not appear

    1. and available for use in the Event Template List.

      Security

    Control security from this template; this identifies the users

    1. Indicates if you want to enforce security and define who can activate and update an event that is based on this event template.

      Tip: If you select

    the Security check box, you can set up the users

    1. the Security checkbox, you are then asked to identify who can activate

    this type of event

    1. , update

    it

    1. , and end

    it

    1. the event. For more information, refer to Set Up Event Security.

      Multi-Region

      Template for information-only events that can be shared with multiple regions simultaneously.

      Mandatory Address

      When selected, specifies that certain address fields (City, State, County) are required when creating an event from this template.

    The exact location of an incident can be a crucial element in response. Therefore, for templates designed to address unplanned events, you will want to select this check box. This requires the event creator to supply these location details.

    1. Templates set up for non-emergency events (that is, purely informational in nature) should not require address detail. For these events, do not select this check box.

    By default, this field is not selected.

    1. Resource Types

    Resource types that will be available to associate with an actual event.*

    1. Types of resources that can be associated with the event.

      Status Types

    Status types that will

    1. Types of statuses that can be associated with

    an actual event; the user must choose

    1. the event. The status types must be appropriate for the selected resource

    type(s)

    1. types.

      Note: You can associate up to 50 status types with a template

    .*Tip: Use the search fields to locate the status types you want to select from

    1. .

    *Note: Including many resources types and status types may cause problems for users running older computers and/or browsers.
    1. Click Save. The Event Notification Preferences for (template name)
     page
    1. page opens.

    To learn about setting up the template's notifications, refer to Set Up Template Notifications.

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