3. Customizing Templates (within your Organization)

Each organization has one or more templates prepared for them. Admins can customize these.

3.1 Connecting Components

  • Add relevant categories, activities, procedures, outcomes, and suggested activities to the template.

  • Not all components need to be included — tailor them as needed.

  • At least one activity and one outcome are required.


3.2 Managing Multiple Templates

  • Organizations can have multiple templates for different programs.

  • Example: Nursing program template vs. Physiotherapy program template.

  • Updating one template does not affect others.

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