A Template Category allows you to group templates for easier access; whether it is a template you import from the library or one you create yourself. We suggest grouping templates by use case or facility.
This function is only available to Organization and Facility Admins. You can change permission levels in Privileges.
Creating A New Template Category
- Click on the orange Create Category folder icon in the bottom right corner
- A pop-up will appear. Type the new Template Category name you wish to use
- Click Create
Adding an Existing Template to a Category
- Click on the three vertical dots on the far-right-hand side of a template
- Click on Set Category
- A Categorize Template pop-up will appear. Click the dropdown list and choose the Template Category you want the template to be grouped under. Click Apply
- Repeat for all the templates you want to group in this Category
- Your home screen will now display the Template Category. The number in brackets next to the Template Category name corresponds to the number of templates within the category
Removing a Template from a Category
- Click on the three vertical dots on the far-right-hand side of a template
- Click on Set Category
- A Categorize Template pop-up will appear. Click the dropdown list and choose NONE. This will uncategorize the template and return it to the main template list
- You can also move the template to a new Template Category using the same steps and choose the desired Category from the drop-down menu
Deleting or Renaming a Category
You can rename and/or delete Template Categories you have created for your Organization. Any Template Categories imported from our Template Library are static and cannot be changed or removed.
- Click on the three vertical dots on the far-right-hand side of a template
- Click on Delete Category to delete the category and all the templates within
- Click on Rename Category to rename the category