Templates allow you to create a reusable document structures to standardize reports and processes.
Final Report Templates
Final Reports can be standardized for uniformed closure.
Creating Final Report Templates
Creating Final Report Templates
1. Access Templates. On the left side bar under Global, go to Templates.
2. Select Template Type. Click the "Document Templates" tab at the top task bar.
3. Initiate Drafting Template. Click "+Create Template".
4. Fill in Information. Type in the Template Name and select the Workflow it will be used in.
5. Draft Template. Similar to a Word Document, begin typing in fields you wish to be included.
- To automatically reference a specific data point from the case within your template, type the @ symbol to pull in any available field.
6. Confirm Template. Click "Create Template."
Note: Templates and the AI report generation feature serve different purposes. Templates give you a fixed, repeatable structure. AI generation produces a unique summary each time based on the report's content. Use whichever fits your goal for that document.
Using Final Report Templates
Using Final Report Templates
1. Access Final Report. Enter the Case Data for the specific report and scroll down to click or edit "Final Report."
2. Insert Template. On the upper right of the Text Field, click the button that says "Template" next to a document icon.
3. Select Template. Choose from the existing Templates. If no Template shows up, there is no Template for that specific work flow.
Processes
Processes standardize protocols on report handling per type by providing detailed checklists and subtasks to easily breakdown the work.
On Processes, you can:
Assign each task to a specific team member
Set due dates and priorities
Track completion of each step
Tag a manager or reviewer at a specific point in the process before moving on
Creating Process Templates
Creating Process Templates
Access Templates. On the left side bar under Global, go to Templates.
Select Template Type. Click the "Process Templates" tab at the top task bar.
Initiate Drafting Template. Click "+Create Template".
Fill in Information. Type in the Template Name and select the Workflow it will be used in.
Add Tasks. Click "+ Add Task" and fill in the information
- Provide Task Name
- Add a Description
- Select the To Do priority (i.e. Low, Medium, High, Critical)
Confirm Task. Click "Create Task" at the lower right corner.
Confirm Changes. Once you have added as many tasks as needed, click "Close" at the upper right corner.
Using Process Templates
Using Process Templates
Access Case Data. Select the pertinent report from the list.
Open Templates. In the case details, locate and click the 'Process' tab.
Choose Template. Click "Use a template" and select from the options.
Fill Template. Assign tasks and begin process.
Create Process (Optional). If no Templates exist, click "Blank Process" and manually create and assign tasks.
Entity Templates
Collecting information and Entities can be easily customized through the creation of Templates.
Creating Entity Templates
Creating Entity Templates
Access Templates. On the left side bar under Global, go to Templates.
Select Template Type. Click the "Entities" tab at the top task bar.
Initiate Drafting Template. Click "Create Template".
Fill in Information.
- Type in the Template Name.
- Select Entity Level (Parent Entity of Sub Entity)
- Type Description
- Select Workflow
Draft Fields. Click "Add Field"
- Name the Field
- Select type of field (i.e. text, dropdown, checkbox, etc.)
- Select if Required or not
Confirm Template. Click "Create Template."
Using Entity Templates
Using Entity Templates
Access Case Data. Select the related report from the list.
Open Entities. In the case details, locate and click the 'Entities' tab.
Initiate Entity Creation. Click the “Add New” tab on the upper right of the interface.
Select Entity Type. From the dropdown list, select between People and Organization-External.
Use Template. Fill in the Entity Information.
Confirm Input. click 'Create & Add to Case'.
