Form and Report Template Setup

Templates define what users complete in tasks and what appears in exported reports.

Create a form template

1. Open Templates.
2. Select New form template.
3. Add section headings and ordered fields.
4. Mark required fields and validation rules.
5. Save as draft and review with operations leads.

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Add report output configuration

1. Open the template's Report output tab.
2. Choose included sections, field labels, and summary layout.
3. Configure branding elements if available.
4. Save and publish a version.

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Publishing checklist

• Field order matches operational workflow.
• Required compliance fields are enforced.
• Report output includes all mandatory evidence blocks.
• Older template versions remain available for historic submissions.

Related documentation

• Task Workflow Configuration
• Submission Review and Exports