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Template Boards

How do template boards work? What gets copied over from templates? Can users, updates, cards, AIMS, and surveys be copied over?

Aya Dijkwel avatar
Written by Aya Dijkwel
Updated over 2 months ago

Template Boards

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 your 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

  • Customize Settings (including kiosk settings and time format)

Voice Page

  • Tabs

  • Lists

  • List color

  • Lists workflow status

  • List description

  • List hashtag

Improvement Page

  • Aims of all types, including completed Aims

  • Measures linked to Aims and associated data points

  • Daily Management tiles

Additional Items

  • 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

  • Daily Management layout (layout is reset to default layout)

  • Archived Aims and Measures

  • Uploaded AIM content

  • Team leader, team member, stakeholders and labels added on Aims

  • Action comments

Survey Page

  • Surveys

  • Closed surveys

Leader Rounds


Looking for more support?

We’re here to help — email us at LENSsupport@safeandreliablecare.com or click the Help button on your LENS board.

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