How can I customize my Staff Action Plan note templates based on my program

Each program can have its own custom note templates. These default templates will copy into the Staff Action Plan when the program is selected. (Note: users can override these templates from within the Staff Action Plan.)

To create a default note template for your program, please do the following:

• Navigate to the program and click on its ID to open it
• Enter the Edit mode of the program
• Go to the Program Operations tab
• in the Operations Settings panel, look for the Note Templates section

• Click on 'Default Support Note Template' or 'Default Checklist Note Template'
• Create the template by entering the text you wish to use, along with the appropriate layout

Example:

• Click Save to save your template design

• Click Save to save the changes made to your program

Your Note Templates will display when your program is selected:

Example: