Manage visibility options for event details fields

In the navigation bar, click

Account

>

Accountability Templates

.

On the

Accountability Templates

screen, click an accountability template from the list or click

New

.

On the accountability template details screen, click

Settings

.

On the

Accountability Template Settings

screen, on the

Event Details

tab, in the

Enable

section, select the check boxes next to each of the content options you want to make visible to operators who are creating events based on this template. You can show or hide any of the following options in the

Event Details

tab:

Location
: Select this check box if you want users creating events from this template to be able to designate a specific location for the event on a map.
Is Location Mandatory
: Select this check box if you want to make it mandatory for users creating events from this template to select a location for the event.
Attachments
: Select this check box if you want operators to be able to include attachments including documents, videos, and image files, in accountability events.
Dropbox
: Select this check box if you want users to be able to include an attachment in an event. Users can then upload media or documents to Dropbox and include a link to those resources within the event.
Show Severity field
: Select this check box if you want event creators to be able to select a severity for the event. Some events have a default severity, so selecting this option enables creators to change the default before starting the event.
Show Type field
: Select this check box if you want event creators to be able to select from a predefined list of event types while creating the event.

In the

Visibility in Event

section, do one of the following:

Select
Show Event Details section
, and then select the check boxes next to each option you want to make available in the template.
Select
Show as initially collapsed
check box if you want the Event Details section to display in its collapsed state when the template is first opened.
Select
Show as read-only and prevent operator from editing
check box if you want the template Event Details section to be visible, but not editable.
Select
Hide Event Details section
if you do not want users who are creating events from the template to be able to see the Event Details section.

Click

Apply

.