Creating Sections Templates

These features are only accessible to team admin users. To gain access, please talk to your team account holder.

Template Safety Plan Sections

Template Safety Plan Sections have a few more options than the ones available when building your safety plans.

Template Notes - This field allows you to add some notes to the template to help distinguish it from others with the same title, or just add your own notes about what plans it might be suitable for (eg. Contractor or CDM Principal Contractor roles). It is only visible in the templates manager.

Pre-Filled Information - This field is what will be in the main text box, it will be editable by users.

Help - Here you can add some guidance text or help to tell your team what information you are expecting to be entered into this section. It is only displayed in the app and will not appear in the export.