Attaching a Post Order to a Template

In this article we will go over how to attach a post order to a template.

Attaching a Post Order to a template will allow you to include detailed instructions or guidelines for completing a report. For example, you may want to include an inspection PDF, written instructions, or even an instructional video that displays proper reporting guidelines.   

• How to Attach a Post Order to a Template

NOTE: Before attaching the Post Order to a template, be sure you have Post Orders currently in effect for this location.

Please see the Help Center article Adding a Post Order

How to Attach a Post Order to a Template

To attach a post order to a template:

1. Hover over the Settings module and click the Activity Templates option. 

2. Click the Post Order icon on the intended template.  

3. Click Add New Post Order to select from the Post Orders available at your site. You can select multiple Post Orders as needed, just remember to click Update when you have finished your selection.

4. The Post Order(s) selected will now be attached to the intended Activity Template and will be viewable by your guards when filing the report on Post and m-Post.