--- title: Incident Templates description: Overview Incident templates provide a standardized structure for communicating incident information throughout the Initial, Update, and Close stages.... --- [Skip to content](https://resources.regroup.com/regroupkb/docs/incident-templates#main-content) English Show submenu for translations ![Regroup Mass Notification](https://resources.regroup.com/hs-fs/hubfs/Regroup-color-1.png?width=340&height=107&name=Regroup-color-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://bit.ly/47rQCNC) [Contact us](https://bit.ly/47rQCNC) How can we help you? - There are no suggestions because the search field is empty. 1. [Regroup Knowledge Base](https://resources.regroup.com/regroupkb) 2. [Incident Management](https://resources.regroup.com/regroupkb/incident-management) # Incident Templates ### Overview Incident templates provide a standardized structure for communicating incident information throughout the Initial, Update, and Close stages. Templates can include predefined message titles, content, recipients, and delivery methods, so incident managers and operators can quickly launch or update incidents without starting from scratch. They help standardize communication, save time during emergencies, and ensure that all critical alerts follow consistent wording and delivery settings. ### Creating an Incident Template Follow the steps to create an incident template: 1. In the header menu, click the **Incidents** dropdown, then select **Incident Templates**. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Incident-template-dropdown2.png?width=400&name=Incident-template-dropdown2.png) 2. On the **All Templates** page, click **New Incident Template**. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/All-incident-templates-page.png?width=670&name=All-incident-templates-page.png) 3. On the **New Incident Template** page, under the **Incident Details** section, specify the following parameters: - **Name**: Specify a clear and descriptive title that reflects the purpose of the template (e.g., Severe Weather Alert – Tropical Storm Approaching). - **Category**: Choose a category to group similar templates together. See the [Template Categorization](https://docs.regroup.com/docs/template-categorization/) topic for additional information. - **Severity**: Select a severity level that reflects the urgency and impact. The available serverity levels are: - **Critical**: Life safety or widespread system impact. - **High**: Major operational or service disruption. - **Medium**: Localized or manageable impact. - **Low**: Informational or minor event. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/New-incident-temp2.png?width=600&name=New-incident-temp2.png) 4. Configure the template for each incident phase (Initial, Update, and Close) separately. Select a phase and then configure its template. **Note**: Parameters for all three incident phases (Initial, Update, and Close) must be specified before saving the template. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Phases.png?width=670&name=Phases.png) For each phase, you can configure incident messages just like standard messages by selecting recipients, delivery methods, sender profile, and message content. 5. From **Incident Type** dropdown, select a type of message you want to send (For example, message to channel, Adhoc message, Geofence message, etc.). 6. In the **Recipients** section, select recipient(s) for the incident phase using one of the following methods: - Add Groups - Add Individual(s) - Upload via CSV - Geofence Selection See the [Send New Messages](https://docs.regroup.com/docs/send-new-messages/) topic for additional information. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Recipient2.png?width=670&name=Recipient2.png) 7. In the **Delivery Methods** section, select one or more methods for message delivery. See the [Send New Messages](https://docs.regroup.com/docs/send-new-messages/) topic for additional information. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Delivery-Methods.png?width=670&name=Delivery-Methods.png) 8. In the **Sender Profiles** section, choose how the sender information will appear to recipients. See the [Send New Messages](https://docs.regroup.com/docs/send-new-messages/) topic for additional information. **Note**: Sender profiles for *Incident Communication* are managed separately from those in *Mass Notification*. 9. In the **Message Contents** section, define the message content for the phase. You can either select an existing message template from the templates list or manually enter the message title and body. When you select a template, any fields specific to that template are also displayed. See the [Send New Messages](https://docs.regroup.com/docs/send-new-messages/) topic for additional information about defining the message content. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/template-content.png?width=670&name=template-content.png) 10. Use **Restrict other incident managers to edit and delete this incident template** option to control who can modify or remove this incident template. By default, this option is disabled, allowing all incident managers to edit and delete any incident template. When this option is enabled, only the Incident Manager who created the template can edit or delete it. Other Incident Managers cannot modify or remove it. 11. Use **Allow incident operators and managers to edit the following sections at the time of launching the incident** option to control which sections of an incident template can be modified when configuring an incident. By default, this option is disabled. As a result, Incident Operators and other Managers cannot modify the template during incident configuration, and all sections are non-editable. When you enable this option, a drop-down list appears, allowing you to select the sections that incident operators or other incident managers can edit while configuring the incident. During incident configuration, only the selected sections are editable, while all other sections are non-editable. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Non-editable-sections.png?width=670&name=Non-editable-sections.png) 12. Click **Save**. ### View Incident Templates To view incident templates available to your organization: 1. In the header menu, click the **Incidents** dropdown, then select **Incident Templates**. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/incident-template-opt-1.png?width=400&name=incident-template-opt-1.png) or In the header menu, Click the **Incidents** label to navigate to **Incidents** page, then click **All Templates** from the left navigation pane. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/All-templates.png?width=670&name=All-templates.png) On the **All Templates** page, you can view a list of templates and their corresponding information. - **Template Name**: Name of the template. - **Created By**: Name of the user who created the template. - **Created**: Date and time when template was created. - **Last Updated By**: Name of the user who last updated the template. - **Last Updated**: Most recent change or update timestamp. - **Category**: The name of the category assigned to the template. On the **All Templates** page, you have the option to modify a template. Follow the steps to modify a template: 1. On the **All Templates** page, click ellipsis (three-dot) for a template you want to modify. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/template-edit.png?width=670&name=template-edit.png) 2. From the dropdown menu, click **Edit**. 3. Modify the template as required, then click **Save**. On the **All Templates** page, you have the option to delete a template. Follow the steps to delete a template: 1. On the **All Templates** page, click ellipsis (three-dot) for a template you want to delete. ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Temp-delete.png?width=670&name=Temp-delete.png) 2. From the dropdown menu, click **Delete**. The selected template has been deleted. - [Getting started](https://resources.regroup.com/regroupkb/getting-started) - [Incident Management](https://resources.regroup.com/regroupkb/incident-management) - [Set Up Organization Account](https://resources.regroup.com/regroupkb/set-up-organization-account#main-content) - [Organization Setting](https://resources.regroup.com/regroupkb/set-up-organization-account#organization-setting) - [Configure Organization Sign-Up Pages](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-organization-sign-up-pages) - [Manage Group Automation](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-group-automation) - [Configure Message Default Settings](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-message-default-settings) - [Manage Add-Ons](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-add-ons) - [Configure Social Media Preferences](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-social-media-preferences) - [View and Download Message Reports](https://resources.regroup.com/regroupkb/set-up-organization-account#view-and-download-message-reports) - [Configure Contacts Management](https://resources.regroup.com/regroupkb/configure-contacts-management) - [Set Up Admins and Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#main-content) - [Manage Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#manage-roles) - [Managing Existing Admins](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#managing-existing-admins) - [Manage Roles](https://resources.regroup.com/regroupkb/manage-roles) - [Manage Groups](https://resources.regroup.com/regroupkb/manage-groups#main-content) - [Create Groups Using Import](https://resources.regroup.com/regroupkb/manage-groups#create-groups-using-import) - [Add Groups Using FTP Import](https://resources.regroup.com/regroupkb/manage-groups#add-groups-using-ftp-import) - [Create or Update Group Hierarchy](https://resources.regroup.com/regroupkb/manage-groups#create-or-update-group-hierarchy) - [Manage Group Files](https://resources.regroup.com/regroupkb/manage-groups#manage-group-files) - [Manage Group Admin Profile](https://resources.regroup.com/regroupkb/manage-groups#manage-group-admin-profile) - [Export Groups](https://resources.regroup.com/regroupkb/manage-groups#export-groups) - [Configure Recipients and Admins](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#main-content) - [Add Recipients to Groups](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#add-recipients-to-groups) - [Manage Group Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-group-contacts) - [Manage Organization Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-organization-contacts) - [Manage Floating Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-floating-contacts) - [Manage Communication Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#main-content) - [Create Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels) - [Create Channels Using Import](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels-using-import) - [Setup Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channels) - [Create and Manage Sender Profiles](https://resources.regroup.com/regroupkb/manage-communication-channels#create-and-manage-sender-profiles) - [Setup Social Media](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-social-media) - [Add Recipients to Channel](https://resources.regroup.com/regroupkb/manage-communication-channels#add-recipients-to-channel) - [Manage Existing Channel Admins](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-existing-channel-admins) - [Setup Channel Subscriptions](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channel-subscriptions) - [Manage Subscribers](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-subscribers) - [Manage Messages](https://resources.regroup.com/regroupkb/manage-messages#main-content) - [WhatsApp Messaging](https://resources.regroup.com/regroupkb/manage-messages#whatsapp-messaging) - [Set Up Message Defaults While Messaging](https://resources.regroup.com/regroupkb/manage-messages#set-up-message-defaults-while-messaging) - [Message Templates](https://resources.regroup.com/regroupkb/manage-messages#message-templates) - [Manage Voice Recordings](https://resources.regroup.com/regroupkb/manage-messages#manage-voice-recordings) - [Sent Messages and Reports](https://resources.regroup.com/regroupkb/manage-messages#sent-messages-and-reports) - [Set Up Map Region](https://resources.regroup.com/regroupkb/manage-messages#set-up-map-region) - [Scheduled Messages](https://resources.regroup.com/regroupkb/manage-messages#scheduled-messages) - [Manage Quick Messages](https://resources.regroup.com/regroupkb/manage-messages#manage-quick-messages) - [Manage Form Fields](https://resources.regroup.com/regroupkb/manage-messages#manage-form-fields) - [Regroup Add-ons](https://resources.regroup.com/regroupkb/regroup-add-ons#main-content) - [Manage Delivery Priority Order](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-delivery-priority-order) - [Enable RSS](https://resources.regroup.com/regroupkb/regroup-add-ons#enable-rss) - [Manage Web Polling](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-web-polling) [![Regroup Mass Notification](https://resources.regroup.com/hs-fs/hubfs/Regroup-color-1.png?width=340&height=107&name=Regroup-color-1.png "Regroup Mass Notification")](http://www.regroup.com) Copyright © 2026, Regroup Mass Notification