Bundle defaults and visit templates

This article explains how managers can create reusable visit templates, copy system templates, review location defaults, and schedule visits with activities and assignees already available.

Note

Required role: Manager

Create an organisation-wide visit template

Use an organisation-wide template for a standard group of activities that can be reused across the organisation.

1. Go to Organisation Settings > Visit Templates > Organisation.
2. Select New Visit Template.
3. Enter a Template Name and, optionally, a Description.
4. Leave Assign to Client (Optional) set to Organisation-wide (no client).
5. Open Activities, select the activities in the picker, and press the tick, Confirm, in the picker header.
6. Select Create Template.

Create Template remains disabled until you enter a template name and select at least one activity. Press Confirm before closing the activity picker. Closing it with its close button, Escape, or by clicking outside discards the selections.

An information button beside an activity opens Already in use. This is a warning only; the activity can still be selected.

Create a client-specific visit template

Create a client-specific template when one client needs a different activity grouping from the organisation-wide templates.

1. Go to Organisation Settings > Visit Templates > Clients.
2. Select the client in the client selector.
3. Select New Visit Template.
4. Enter a Template Name.
5. Leave Assign to Client (Optional) set to the selected client and select the activities.
6. Select Create Template.

The client template is separate from organisation-level templates. It is not linked to, merged with, or an override of an organisation template. Activity conflicts are checked against the other templates in the same scope.

Copy system visit templates

Copy system templates when an organisation or client needs a starting set of templates.

1. Go to Organisation Settings > Visit Templates.
2. Open Organisation, or open Clients and select a client.
3. Select Copy System Visit Templates.

Copy System Visit Templates is available only when the selected scope has no templates. Each copy contains the system template's activities and remains linked to that system template. Later changes to the system template are not added automatically; the copy is marked with a Changes badge instead.

Templates that cannot be copied are skipped. A notice reports how many were skipped due to conflicts. Skipped templates must be created manually. Acknowledging the Changes badge only clears the flag; it does not update the copy.

Review location defaults

Use the Locations scope to review the templates and default assignees used when scheduling at a location.

1. Go to Organisation Settings > Visit Templates > Locations.
2. Select a location.

The list shows each template for the selected location, its Default Assignee, and whether it is Configured or Not configured. The location templates are used when scheduling there.

Schedule a visit from a template

1. Open Scheduler and select Plan visit.
2. Drag a template from the Planning sidebar onto a day.
3. In New Visit, set the location, date, start time, and end time.
4. Choose the Assignees.
5. Adjust the job counts under Jobs by Activity, then select Schedule.

A template stores its activity list, not job counts. The count for each visit is worked out by the Control Schema for that date. An activity can be reduced to zero for one visit, but it cannot be removed from the template. Work left at zero receives no job for that visit and remains due.

Pre-filled assignees without access to the selected location are removed. If Assignees is empty, select an assignee before scheduling because Schedule remains disabled until at least one is set.

Understand template scopes

Scope	Use	Activity conflict check
Organisation	Templates available across the organisation	Compared with other organisation templates
Clients	Templates for one selected client	Compared with that client's other templates
Locations	Templates and default assignees for a selected location	Used when scheduling at that location

Delete a visit template

1. Go to Organisation Settings > Visit Templates.
2. Select View on the template card.
3. Select the delete action in the detail panel header.
4. Confirm with Delete Template.

Deleting a template permanently deletes every draft visit created from it. Scheduled, in-progress, completed, and cancelled visits remain accessible with their jobs. The template is hidden from the templates list rather than erased.

Admin-only global templates

Note

This action requires an Admin role or above.

Administrators can manage the platform templates that organisations and clients copy.

1. Go to Organisation Settings > Global Visit Templates.
2. Select New Template to add a template, or use the row's Actions column to edit or delete one.

Global templates have no client or parent scope. Their activity types must be unique across global templates.