Team Template Library
Templates are managed by team owners and admins.
Templates let your team start new safety plans, sections and risk assessments from content you've already written and checked. You only write your standard Introduction, Fire & Emergency Instructions or Manual Handling risk assessment once, and your team reuses it.
Opening your templates
From your team dashboard, open Team Tools and choose Templates.
- Safety Plan Template Library: your team's template Safety Plan Sections (with accompanying help), Risk Assessments (with suggested control measures) and Supporting Documents (common files). Click a card to manage that library.
- + Create Template: build a complete safety plan template. See Creating Complete Safety Plan Templates.
- Select all / Archive selected templates: archive templates you no longer use. Click Show archived templates to see them again.
How templates are used
Everything in the library is available to your team when they add content to a plan:
- Template sections appear under Template sections when someone adds a new section. See Using Safety Plan Sections.
- Template risk assessments appear under Template risk assessments. See Template Risk Assessments.
- Template supporting documents appear under Template supporting document. See Managing Supporting Documents.
- Template safety plans can be chosen when someone creates a project.
Anything imported from a template is copied into the user's plan and marked "please review". Users can change their copy without affecting the template.
Related: Creating Sections Templates ยท Creating Risk Assessment Templates