Post-Incident Review templates are helpful for organizations with specific requirements and unique needs for Post-Incident Review documentation. Templates give users a starting point for structuring an Post-Incident Review's Summary and Key Takeaways sections.

Creating templates can help you:

• Keep all of your Post-Incident Review data in one place instead of across multiple docs.
• Create consistency in reporting across multiple teams.
• Streamline your processes and eliminate time spent writing boilerplate text.

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Availability

Customers on the Enterprise for Incident Management pricing plan can create unlimited Post-Incident Review Templates.

Customers on Professional and Business pricing plans can create up to five Post-Incident Review Templates.

Please contact our Sales Team if you would like to upgrade to a plan featuring Post-Incident Review Templates.

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Required User Permissions

Jeli Admins can create, edit, and delete templates. Reach out to an Admin to make any changes to existing templates in your Jeli instance.

Create a New Template

1. Navigate to your desired Post-Incident Review.
2. In the Summary or Takeaways section, click and then click Choose a template below the text field.
3. Select Create template.
4. Perform the following:

Click OK to save the new template.

Use an Existing Template

1. Navigate to your desired Post-Incident Review.

2. In the Summary or Takeaways section, click and then click Choose a template below the text field.

3. Select your desired template. You will see a modal appear, informing you that applying a template will overwrite the current field content.

4. Click Ok to confirm you wish to overwrite the existing content with the template. Your template will populate the appropriate field.

Edit a Template

1. Navigate to your desired Post-Incident Review.
2. In the Summary or Takeaways section, click and then click Choose a template below the text field.
3. Hover over next to the template you would like to edit, then select Edit.
4. Make your desired changes to the template.
5. Click OK to save.

Delete a Template

1. Navigate to your desired Post-Incident Review.
2. In the Summary or Takeaways field, click and then click Choose a template below the text field.
3. Hover over next to the template you would like to delete, then select Delete.
4. In the modal, click Remove to confirm.