On each module, you have the possibility to create templates that you can associate to a type of action.
Creating personal templates
Straight from an action card
From your configuration
Your name > Configuration > Actions templates tab
⠀
Sharing your actions templates
This feature allows you to share your actions templates with your manager colleagues.
Resource card > Configuration > Actions template
⠀
Required
Administration > Managers / Roles > Roles tab > role card in question
Beforehand, you need to configure rights related to Sharing / Collaboration:
determine what your collaborator will see in the search list,
authorize them to share their saved searches, actions templates and email templates.
If necessary, don't hesitate to check our tutorial Creating and configuring a role.
⠀
Creating shared templates for everyone
If you wish to create templates available to all your managers, you should create them in the Administration interface.
Your name > Administration > Templates section > Actions templates tab
⠀
Using templates
When you want to create an action, you can choose to use a template.
Once selected, the following fields are filled automatically by the selected template:
Type of action
Description
All that's left to do is write up your report.
Caution :
Once the template is selected, be careful not to select another template in order to avoid erasing the content of your report.
If it were to happen, no worries, we thought about it and gave you a cancel option.