Templates Overview

Templates are the form templates behind each module. They can be customized allowing you to easily create tools that meet the specific needs of any response.

To customize a template or create a new one, first open the Admin Area of your Incident Management account (Operations Center platform), then navigate to Templates and select the template type you wish to customize or create. You can edit the layout of the forms and select which columns should display on the list view

Below are the different template types. To build the form templates you will create form templates in the admin area. 

⛔️ DANGER: When updating a template, the changes happen in real time. You will need to be careful if you have an open channel as the form may be in use. If you edit it in the Admin Area, it could remove data that has been entered on the form in an open channel. 


The Situation, also known as an Incident Summary or Situation Report, is the first page you will be directed to after opening a new incident Channel. The situation contains specific information about the channel such as the event name, status, location, start & finish time and any other information that may be important to capture. The Situation can provide a status report for decision-making or an overview of the current situation of an incident. There will only be one Situation template in your Operations Center account and this will be the form visible in all channels.


You can add fields to collect specific data to the personnel in the channel such as Phone Number, Time In/Out, Training Skills, and Organization. You can also customize which columns should display on the list view. There is only one personnel template for all of your channels across your Operations Center account. 


You can add fields to your role template to display specific data associated with that role such as Assigned Tasks and Personnel.  You can also customize which columns should display on the list view. There is only one role template for all of your channels across your Operations Center account. 

Status Boards

You can add fields to your Status Board template to display data much like a spreadsheet. Status Boards allow you capture information which will display data on the Dashboard such as Infrastructure Conditions, Damage Costs, Resource Requests, or Team Assignments. 


You can quickly and easily replicate paper forms that your organization utilizes allowing simple completion in an online, collaborative and completely auditable environment such as ICS forms, a meeting schedule, action plan, executive summary etc.

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