Incident Template Groups

Incident Template Groups allow you to group relevant incident and scheduled maintenance templates together, making things much easier to find and manage when an incident occurs.

Enabling Incident Template Groups Within The Add-On Store

The Incident Template Groups feature is available to users on all plans. To enable the feature, you'll first need to head to the Add-On Store and click 'enable' on Incident Template Groups. If you want to turn this feature off later, you can do so by going back to the Add-On Store and disabling it.

Creating an Incident Template Group

To get started with Incident Template Groups, navigate to Incidents, click on Incident Templates, and look for a button that says 'New Incident Template'. Click here, and you'll be taken to a form to create your new template.

Once you've enabled the Incident Template Groups Add-on, click on the field titled 'Incident Template Group.' Select 'Create a New Group', and you'll be prompted to set the new group's name:

Add A New Template To A Group

Just continue to fill out the form, and the template will be added to the group! Once you've finished creating the template, the new group will be reflected on your template index page. You can also update your group's name here by clicking 'edit' to the right of the group name

Add a Template to an Existing Group

Once you've created a group, you can add any existing or new templates to that group by using the 'Incident Template Group' dropdown on the Template's form. You can also set any Template to exist independently by selecting 'This template does not belong to a group.'

Using grouped Templates

Grouped incident templates can be used and applied just like any regular incident template. Once you've created a grouped template, you'll see the new group name, and its child templates in the 'Use Template' dropdown on your Incident and Scheduled Maintenance pages.