Creating Sections Templates

Templates are managed by team owners and admins.

Template sections are ready-written safety plan sections your team can import into their plans. You can include guidance that tells them what to write.

Opening the section library

Go to Team Tools → Templates and click Safety Plan Sections. You'll see all your template sections, with each one's word count, notes and when it was last changed.

The Template Safety Plan Sections list with the Create new button highlighted

Search, sort, and use the buttons on each section to edit or delete it. Click + Create new to add one.

Creating a template section

Template sections have a few extra fields compared with a normal section:

The Create Template Safety Plan Section form with Title, Template Notes, Pre Filled Information and Help numbered

Title: the section heading.
Template Notes: a short note to tell similar templates apart, for example "EMP" or "CDM principal contractor". Notes appear under the template's name when your team chooses which template to import. They're not included in the plan.
Pre Filled Information: the starting content your team will edit. Include standard wording, tables to complete, and placeholders such as [[ INSERT VENUE NAME ]] for the details they need to add.
Help: guidance for your team on what to write in this section. It appears as Section Guidance while they edit and isn't included in the export.

Below these, set the image layout and options as for any section.

Adding the section to template safety plans

At the bottom of the form, under Template Safety Plans, you can tick which complete safety plan templates this section belongs to. Leave them all unticked to keep it only in the library.

The Template Safety Plans options at the bottom of the form

Click Save & Finish. You'll see "Template section created successfully".