Room Templates are used to quickly add multiple activities to rooms as a group. You apply a template later when adding activities to the rooms. You can also apply a template using Add template to rooms option.
Template Info
Create the template by clicking Add room template, entering the name, and clicking save.
Once the template saved, the Template Activities and Template and Room Comparison tabs become available.
Template activities
Add activities to the template and define their recurrence here.
Note: You can apply Room Template from Room Profile to a room, go to the Room Activities page and click the Add /update room template button. You will then be prompted to choose a template to apply.
Templates can be applied under Schedule Setup > Rooms > Room Activities or directly from the Template Activities tabs.
Room activities can be set up without the use of templates if needed, although it is suggested to use templates for as many rooms as possible to make them easier to manage.
Activity sequence dictates the order in which the activities will appear within the room for the staff assigned to them, e.g. Activity with sequence 1 will show above activity with sequence 2. The activity sequence can also be changed for specific days via the Daily Planning feature.
Note 1: Activity Sequence is setup by the system automatically. However, you can change it by Drag and Drop: grab the activity and move it up or down.
Note 2: the Recurrence for the activity must be setup.
From this page you can also:
- Propagate newly added or removed activities to all or select rooms that currently use the template.
- Propagate changes to the values of activities on the template to all or select rooms that currently use the template.
- Add the template to multiple rooms at one time.
Adding a template to rooms
If you are ready to add just created temple to a room, select Add template to rooms button.
Choose facility and rooms and click Add to rooms. Note, that you can select multiple rooms on that form.
Propagate new/removed activities
This option allows you to apply template changes to the set of rooms at once.
Select rooms: only rooms that already using this template are available in the list.
If you need to update the template: add or remove activities, you can propagate your changes right away to the rooms that are using this template.
- Select Propagate new/remove activities option.
- Select the facility and rooms. Note: you will see only those rooms that are using this template.
- If you have added activities to the template, choose Add activities in the template that are not yet in the rooms.
- If you have removed some activities from the template, choose to Remove activities deleted from the template.
- Click the Propagate button.
Propagate activity changes
Use this if you made a change to activity on the template and want to propagate the change to one or more rooms that currently use this template.
Do not use this to add the activity to rooms that do not have it yet. For that, use the Propagate new/removed activities button.
Select rooms: only rooms that already using this template are available in the list.
What do you want to propagate: choose one or more changes that you want to propagate. Once propagated it cannot be undone.