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    How to Create and Modify Fast Facts Templates

    Harry Herdman

    This guide explains how to create and customise Fast Facts templates within the Admin app, allowing you to control what key information is displayed to staff in care plans.

    Using Fast Facts templates helps ensure important information is clearly visible, improving efficiency for staff and supporting safer, more informed care delivery. Customising these templates reduces the risk of missing critical details and ensures consistency across all resident records.

    By following this guide, you will learn how to:

    • Access Fast Facts Management within the Admin app
    • Create and name a new Fast Facts template
    • Use existing templates as a starting point
    • Enable and organise Fast Facts sections
    • Edit, arrange, and manage template elements

    This ensures key information is presented clearly, consistently, and in a way that supports efficient, high-quality care delivery.

    Interactive Guide

    Text based guide

    Open the Admin app to access care planning configuration settings

    Select Care Planning to manage care plan settings

    Select Fast Facts Management to configure what information is visible to staff

    Select Add New Template to create a customised Fast Facts template

    Enter a unique template name to begin creating your Fast Facts layout

    Optionally select an existing template to use as a starting point

    Select a template from the dropdown list

    Select Create New Template to confirm and continue

    Enable Fast Facts sections using the toggle options as required

    Add a header or spacing element to organise your Fast Facts layout

    Enter a header name or leave the field blank if not required

    Click and drag elements to reposition them within the layout

    Release the element to place it in your chosen position

    Select Delete to remove any unwanted elements from the template

    Select Edit Name to update the template title if required

    Select Delete Template to remove the template if it is no longer needed

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