Creating and Adding Sections to the Incident Template

This article describes how to create and add custom sections to the Incident Templates in Compliance Manager. Sections can be used as headers or form separators within reporting forms, helping organize information clearly and effectively.

Custom sections can include bullet or numbered lists and offer full rich-text formatting options for enhanced clarity and customization. The same section can be reused across multiple templates as needed, allowing for consistency and flexibility in your incident reporting process.

Follow these steps to create a new Section:

1. Navigate to Admin  Template Library and select Sections from the left menu. The Sections page will appear. 
2. Click on the Add icon to create a new section.
3. Enter the desired Section Name and provide details in the Content box. You can also format the content using the toolbar as needed.
4. Click Submit. The created section will be listed on the Sections page.
5. Users can click the Pencil icon to edit a section and the Delete icon to remove it from the list.
6. To add the created section to the Template, navigate to the Admin  Template Library and select the Incident from the left menu. The Incident Templates page will appear.
7. Choose the desired template from the list where you want to add a new section. The Template Details page will appear.
8. Scroll down and select Add Section. The Add Section popup will appear.
9. Select the desired section from the list.
10. Click Save. The selected section will be added to the template form.
11. The user can also rearrange the sections and position them in the desired area.

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