Creating and editing templates - Event template


The following steps can be used to create templates for any entity ie. Events, Stakeholders, Properties

To create a template

Go to the top command bar and select ‘Add’, from the drop down select ‘Template’.


From the 'Type' dropdown, select 'Event' and 'Create' then 'Continue'.

Populate the necessary areas with information/instructions.


To select the template during data entry

Go to  the top command bar and select ‘Add’ and ‘Event’ and a second drop down will appear with your templates.

Select the correct template to use.

To edit the template

Go to the search tab and run the search:

Find Event_Is template

Open the correct template and make the necessary changes.

Remember to ‘save’.

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