Form Templates are pre-configured digital documents that are associated with an:

  • Incident: Form templates enable responders to report relevant information from the field to the dispatcher and vice versa. You can attach one or more form template to each incident type. These forms appear in the Dispatcher and in the mobile application when an incident is launched.
  • Asset: Form templates provide the Dispatcher and the mobile application additional information about an asset. Each asset can have only one form attached to it. The asset form is accessible and can be edited by any user with the correct permissions (Dispatcher or mobile application user).

This topic describes how to create a form template. After you complete the creation of the basic form template, continue with the specific procedure to customize the form template for incidents or assets..

Creating form Templates

To create a new form in the system, you must have the correct permissions to access the system's settings.

To open the form editor:

  1. Click Settings (gear) in the upper left corner of the Dispatcher screen:

2. Click the Incidents tab, and then select Form Editor.


3. From the Choose Template Type dropdown list, select the required template (Incidents or Assets).

The following toolbar icons are available according to the selected template type:

  • Incidents Template
  • Assets Template

4. You can now choose to create a new form as follows:

  • Create an entirely new form from scratch
  • Duplicate an existing form and edit its contents

Creating a New Form Template

You can create a new template from scratch. The procedure for creating a new incident or asset form is the same, however, after creating an incident form, you must apply it to a relevant incident type.

To create an entirely new form:

  1. From the toolbar, select Add Template.
  2. In the Form Name text box, enter the name of the form you want to create.
  3. Click Apply.
  4. Click Cancel if you want to cancel the operation.

Duplicating an Existing Form Template

You can duplicate an existing form and edit its contents. The procedure for duplicating an incident or asset form is the same, however, after duplicating an incident form, you must apply it to a relevant incident type.

To duplicate a form template:

  1. From the Choose Template dropdown list, select the template you want to duplicate.
  2. From the toolbar, select Duplicate Template.
  3. In the Form Name text box, enter the new name of the form you want to duplicate.
  4. Click Duplicate.
  5. Edit the contents of the form as required.
  6. Click Cancel if you want to cancel the operation.

Removing a Form Template

You can remove a form template.
To remove a form template:

  1. From the Choose Template dropdown list, select the template you want to remove.
  2. From the toolbar, select Remove Template.
  3. In the popup window, click OK to confirm that you want to delete the form template..

Renaming a Form Template

You can rename a form template.

  1. From the Choose Template dropdown list, select the template you want to rename.
  2. From the toolbar, select Rename Template.
  3. In the Form Name text box, enter the new name of the form.
  4. Click Apply.
  5. Click Cancel if you want to discard the changes.

Populating a Form with Content

After creating a new template, you must populate it with the required fields. The following fields are available:

  • Text Box: Free text area limited to a defined length.
  • Text Area: Free text area in which you can enter a description of the incident/assets (limited in size according to your defined settings)
  • Label: Form/section header
  • Radio Buttons (+Panel): Create a list of mutually exclusive options, from which the user must select one option.
  • Checkbox: Enables the user to choose multiple options.
  • External Data: For external links.
  • Image Capture: Enables the user to capture and send an image.
  • Date Time: Enables the user to enter a date and time.
  • Lat/Long: The latitude and longitude of the user/incident.
  • Time Stamp: The time the form was completed.
  • Space: Inserts a line-space in the form.
  • Signature: Enables the user to insert a signature into the form.
  • Video: Enables the user to capture and send a video.
  • Panel: The panel to which the radio buttons are added.
  • Dropdown list: Enables the user to choose from a dropdown list.

In the context of the above definitions, the user refers to the person completing the form template.

To populate a form template:

  1. Drag and drop the required fields from the left panel to the left column..

2. Repeat the process until you have all the fields you require.

Notice that as the fields are dropped into the form template, they are given a label name.
3. To edit a label, click on the label to open a list of advanced settings in which you can define the label name and other parameters for the selected form field.
The following screenshot shows the advanced settings available when the Camera field is selected.

4. To move fields up or down in the template or remove fields from the form template, use the respective icons in the Advanced Settings panel.

Saving the Form Template

After completing the definition of the form, click Save to save the form template.

Customizing the Form template

The next step in creating a form template is to customize it according to whether it is an incident or an asset form.

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