Create a Template

Templates allow you to capture a specific, customized set of KDEs (Key Data Elements) when logging events in your supply chain. This allows you to accurately show the uniqueness of your product's supply chain and align custom data needs across stakeholders. 


  1. Navigate to the Templates page on the left-side menu
  2. Click on  Actions  >  Add Template 
  3. Add your Template Name at the top of your new blank template
  4. Click Add Field Attribute to begin adding your custom data requirements to the template
  5. Under the Field column on your new attribute, select the Defined Attribute you want to add
    1. If you are trying to add a new attribute, use the + sign to add a new one
  6. Switch the Required button on if this is a required piece of information mandatory for logging this type of event
  7. Keep adding Data Attributes until you are ready to finish your template. To change the order of the Defined Attributes in your template, you can use the three lines on the left to drag and drop the lines
  8. Under Documents (just below the Template Attributes) you are able to add any documents that are associated with this template/event
  9. When finished, click save

Note: You can use the same data template on any event type, but you can also specify which event type the Template was designed for in the title. For example, if the data elements are related to a processing event, you can call it "Processing Template - Heat Treatment"

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