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Adjust an operation template

Updated at June 23rd, 2026

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Your routines may change over time, and the situation report template you currently use may need to be adjusted to reflect your new ways of working.

That’s why it’s important to review and update the situation report template regularly.

 

Edit a template via Create templates

  1. Go to Show more → Create templates

     
  2. Click the three dots next to the template you want to update, then click Select template.

     
  3. Review and adjust the template as needed.
  4. Save when you’re done.
  5. Go to the Crisis Management module and try opening the template.
    1. Did it turn out as you expected?
    2. Is anything missing?
  6. Go back to Create templates and make adjustments until you’re happy with it.

 

 

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