Messaging: Templates

Messaging: Templates

Purpose Statement

The message template creation feature enables users to save commonly sent messages for quick reuse within the Messaging Module. This functionality allows users to create repeatable messages that automatically prefill recipient selections and message text, streamline routine communications, save time on frequently sent messages, and ensure consistency in standard department communications. These capabilities support efficient communication workflows for shift changes, routine announcements, emergency protocols, and other recurring messaging needs.


Background Information

Message templates serve as pre-configured messages that can be quickly loaded and sent, eliminating the need to repeatedly compose the same communications or manually select the same recipient groups. This is particularly valuable in fire and EMS departments where certain messages are sent regularly, such as shift briefings, equipment checks, training reminders, or standard operational notifications.

Templates store both the message content and the recipient selections, making them complete communication packages ready for immediate use. When a template is loaded, it automatically populates the recipients field and the text field with the saved information, though users can still modify the content before sending if needed.

It's important to understand that loading a template will overwrite any existing content in the message composition interface, including any text already entered and any recipients already selected. This behavior ensures the template loads completely but requires users to load templates before making any customizations.

Templates can be managed directly from the template list, where they can be selected for use or deleted when no longer needed. This management capability allows departments to maintain a current library of relevant templates while removing outdated communications.


Required Permissions

To manage messages within the Messaging Module, users must have the following permissions enabled in their role:

  1. Messaging: Access Messaging - Required to view and access the Messaging module
  2. Messaging: View message history - Required to view sent messages and their details
  3. Messaging: Send messages - Required to reply to messages
  4. Messaging: Delete messages - Required to delete individual messages or bulk delete multiple messages
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Note: The availability of specific management features (reply, view details, delete) depends on which permissions are assigned to the user's role. Users without certain permissions will not see the corresponding icons or options in the interface.


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Step-by-Step Guide

1. Select the Messaging Module, then select Messaging.






2.  Select New Message







3. Enter the recipients that need to be included into this message template, if desired.





4. Enter the desired message into the text field.  When finished select Save as Template. 
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The text field is limited to 500 characters which include letters, numbers and spaces.





3. Select Save Template and then enter the Name of the template and select Save.





4. To view the new Message template as well as existing templates, click Select  Load Templates. 





5. To delete a Message Template, Select the Trash Can Icon.




Best Practices

Do's

  • Create templates for messages you send regularly to save time and ensure consistency across communications
  • Use clear, descriptive template names that immediately identify the message purpose, such as "Morning Shift Briefing" or "Equipment Check Reminder"
  • Review and update templates periodically to ensure the saved content and recipients remain current and accurate
  • Test new templates by loading and reviewing them before using them for actual communications to verify they populate correctly
  • Create separate templates for different shifts, stations, or scenarios rather than trying to make one template serve multiple purposes
  • Include all standard recipients in the template to streamline the sending process, especially for routine departmental communications

Don'ts

  • Don't create templates with time-sensitive information that will become outdated quickly, as this requires frequent template updates
  • Don't load a template after you've already composed a custom message or selected recipients, as the template will overwrite all your work
  • Don't use vague template names like "Template 1" or "Message" that make it difficult to identify the correct template when needed
  • Don't forget that loading a template replaces both recipients and message text—always load templates first before making any customizations
  • Don't create duplicate templates with similar content—instead, maintain one template and update it as needed
  • Don't assume deleted templates can be recovered—verify you're deleting the correct template before confirming deletion

Tips & Recommendations

  • Organize template names with prefixes or categories for easier sorting, such as "Daily - Shift Briefing" or "Weekly - Equipment Check"
  • When creating templates for emergency protocols, involve supervisors or administrators to ensure the message content meets departmental standards
  • If you need to customize a template for a specific use, load the template first, then modify the recipients or message text as needed before sending
  • Consider creating template variations for different recipient groups rather than changing recipients each time you use a template
  • Keep a list of your department's available templates and their purposes to help team members utilize existing templates effectively
  • Work with your administrator to establish department-wide template standards, especially for critical communications or standard operating procedures

Troubleshooting & FAQs

Q: Why don't I see the option to save a template?
A: The ability to save message templates requires the "Chat Groups and Chat Preset Messages" permission. If you don't see the "Save Template" option, you may not have this permission assigned to your role. Contact your department administrator to request this permission if template creation is needed for your position.

Q: I loaded a template and my custom message disappeared. Can I recover it?
A: No, when you load a template, it immediately overwrites any text in the message field and replaces any selected recipients. This is normal template behavior and cannot be undone. To avoid losing custom content, always load your template first before composing any custom text or selecting recipients. If you need to customize a template, load it first, then make your modifications.

Q: Can I edit an existing template without creating a new one?
A: The transcript doesn't describe a direct "edit template" function. To update an existing template, you would need to load the template, make your desired changes to the recipients or message text, save it as a new template with the same name (or delete the old one first), or delete the outdated template and create a new one with your updated content. Check with your administrator about your department's preferred template update process.

Q: What happens to messages that were sent using a template if I delete that template?
A: Deleting a template only removes it from the template list for future use. It does not affect any messages that were previously sent using that template. Already-sent messages remain in the message history regardless of template deletion. Templates only control the creation of new messages, not historical communications.

Q: Can I share templates with other users in my department?
A: The transcript doesn't specify whether templates are user-specific or department-wide. Template visibility and sharing capabilities depend on your First Due system configuration. Contact your administrator to understand how templates are managed in your department and whether templates you create are accessible to other users with appropriate permissions.

Q: Why can't I see a template that I know exists in our system? A: Template visibility may depend on your permissions or how templates are configured in your department's First Due system. If you have the "Chat Groups and Chat Preset Messages" permission but still cannot see expected templates, they may be restricted to certain user roles or may have been deleted. Contact your administrator to verify template availability and your access level.


Related Articles

  1. Messages: Managing Messages
  2. Responding to Messages
  3. Messaging: Initiating a Message

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