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Case ManagerCase Manager Documentation

Create a Template for Exporting Incidents

To save time when you export incidents, create a template with the incident fields you export most often.

  1. On the INCIDENTS page, click EXPORT. Ensure that ALL TEMPLATES is selected.

  2. Specify the incident fields you want exported. To include specific fields in the template, click + next to the field. To find a specific field, start typing in the search. To include all fields, click ADD ALL.

  3. Select Save As.

  4. Name the template, then press Enter or return on your keyboard. The template is created.

  5. To use the template you created to export incidents, click EXPORT.