Template boards are used to copy and create new boards. This helps with creating standardizations across units and insures consistency with boards belonging in the same cohort or wave. Request a Template board from you HRO Expert to customize for your next provisioning request.
Items copied over from a Template
Today Page
Updates
Facility and System announcements
Featured AIMS
Unpinned Updates
Admin Page
Highlight Issue card selections
Customize Settings (including kiosk settings and time format)
Voice Page
Tabs
Lists
List color
Lists workflow status
List description
List hashtag
Improvement Page
AIMS with associated Measures (Driver Diagrams)
Users
Labels
Leadership flag (displayed on board picker)
Items NOT copied over from a Template
Today Page
Toggles (all panels will be toggled on in the new template)
Layout of updates (layout is reset to default layout)
Featured standalone measures
Huddles
Calendar events
Embedded URL
Admin Page
Include Board in Reports toggle will be on no matter the template's setting
Voice Page
Cards
Improvement Page
Standalone Measures
A3 Document
Upload AIM
Rich Text AIM
Daily Management
Survey Page
Surveys
Closed surveys
Leader Rounds