How Setup and Use Room Templates (New Web)

Room Templates can be used to automatically create rooms, based on the template selected during the claim creation.

This article will demonstrate how to set up the various lists to reflect your business process. Or follow the steps below the video.

1. Go to Settings and click Manage Lists.

2. In the Room Templates section click the pencil icon to edit an existing template.

3. Add or delete rooms to the template.

4. Press Save.

To add additional Room Templates, click the Add Room Template, add a name for the template and add the rooms to be automatically created.

When creating a new claim on the Encircle Web or Mobile app, you will see the option to select a room template. The default template will be used unless you select a different room template.

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