Overview


To access the Emergency module, go to Dashboard > Emergency Contacts. You will be taken to the main page of the Emergency module, where you can manage emergency contact details, checklists, and sample statements.

The Emergency module contains three sections:

  1. Contacts Details: Manage the contact information for emergency situations.
  2. Checklist: Maintain and manage items to be followed during an emergency.
  3. Sample Statement: Provide a sample statement that can be used in emergency communications.

On the left-hand pane, you can rearrange the order of these sections by dragging and dropping. The order of these sections will be reflected in the app, determining the tab order as shown to members.

 

Sections in this article

  1. Managing Emergency Contacts
  2. Managing the Checklist
  3. Managing the Sample Statement

 

1. Managing Emergency Contacts

The Contacts Details section allows admins to manage emergency contact information visible in the app.

Click Contacts Details from the left panel to open the contact management screen.

Contacts Details:

  • Display in App: Check this box to show the emergency contact information in the app.
  • Phone 1 & Phone 2: Enter labels (e.g., "Union Emergency Number") and phone numbers for the first and second emergency contacts. These can be essential contacts such as union representatives or external emergency services.
  • The Help text can guide the member what these numbers are and when to use.
  • SMS Contact: If there is a dedicated number for SMS message, include the label and the phone number for members to contact via text.
  • Safety Guide: You can provide a Safety Guide Title and a Safety Guide Text (e.g., "Union-specific guidelines" or procedures). These safety guides will offer members guidelines or instructions in emergencies.

Make sure to save any updates to reflect them in the app.

 

2. Managing Checklists

The Checklist section in the Emergency module allows administrators to create, manage, and display checklists for emergency situations within the app. Clients can either use predefined Checklist Items or create a custom checklist using the Rich Text Editor (RTE).

 

  1. Select the Checklist section from the left pane
  • Checklists already in place will now be displayed on the left-hand side (lower)
  • NOTE: Each time a checklist is saved after creating a new one or being modified, an admin password needs to be entered.
  • Ensure the Display in App checkbox is selected if you want the checklist part to be visible in the app.

 

2. Add a New Checklist:

  • Click + Add New to create a new checklist.
  • Choose between Checklist Items or Custom.
  • Checklist Items: This allows the admin to create a structured list with specific emergency items and corresponding checked messages.
  • Custom: This opens the RTE where admins can create a free-form checklist or add an image (e.g., an emergency procedure image).

 

3. Enter Checklist Details:

Checklist Items type:

  • Add a Title for the checklist.
  • Enter a Checked Message—this is what will appear when an item is checked off.
  • Provide a Description for additional details about each checklist item.
  • To add more items, click Add New Item.
  • When all items are added, click Save and enter the admin password to confirm.

Custom type:

  • Use the RTE to create a custom checklist with formatted text or embedded images.
  • After finishing, click Save and input the admin password to confirm.

 

4.  Modifying a Checklist:

  • To modify an existing checklist, select it from the list, make the necessary changes, and click Save.

 

5.  Deleting a Checklist:

  • To delete a checklist, select that checklist and click the Delete button in upper right part of page.

 

3. Managing the Sample Statement

The Sample Statement section in the Emergency module allows clients to provide a pre-written emergency statement that members can access through the app. This is especially useful for preparing official communication that can be quickly distributed during emergencies.

  • Ensure the Display in App checkbox is selected if you want the Sample statement part to be visible in the app.

 

1.  Select the Sample Statement tab in left pane.

2.  Creating or Modifying a Sample Statement:

  • Use the provided Rich Text Editor (RTE) to create or modify the emergency sample statement.
  • You can format the text as needed, insert links, images or add any relevant information that members may need in an emergency situation.
  • After making the necessary changes, click Save to apply them. Depending on your system’s security settings, entering the admin password may be required to confirm the save.

3.  Removing a Sample Statement:

  • Instead of deleting the statement, simply untick the Display in App checkbox to prevent the statement from appearing in the app. The content will remain saved in the backend but will no longer be visible to app users.

 

 

FAQ for Managing Emergency Contacts

 

Q: Can I add multiple emergency contacts?

A: Yes, you can add two contacts.

Q: What is the purpose of the “Help Text” field?
A: The Help Text field allows you to provide information or guidelines for members using the emergency contact numbers.

Q: How can I remove a contact?
A: To remove an emergency contact, simply delete the information in the contact fields and save the changes.

Q: Can I hide the emergency contacts from the app?
A: Yes, by unticking the Display in App checkbox, the contact details will no longer appear in the app.

 

FAQ for Managing the Checklist

 

Q: What is the difference between “Checklist Items” and “Custom” when adding a new checklist?A: Checklist Items are predefined items with specific titles and descriptions, while Custom allows you to create a custom checklist or add an image using the Rich Text Editor.

Q: How do I delete a checklist?
A: You can remove a checklist by selecting it and clicking the  Delete button in the upper right part of page or simply unticking Display in App to hide all checklists from app.

Q: Can I format the text in the custom checklist?
A: Yes, the custom checklist uses the Rich Text Editor (RTE), which allows you to format text, add images, or insert links.

 

FAQ for Managing the Sample Statement

 

Q: Can we format the Sample Statement with different styles or links?
A: Yes, the RTE allows formatting of the statement with various text styles, links, and other formatting options.

Q: Will the Sample Statement be visible to all members?
A: Yes, as long as the Display in App checkbox is selected, the statement will be available to all members in the app.

Q: How do I delete a Sample Statement?
A: Instead of deleting, simply untick the Display in App checkbox. This will prevent the statement from being shown in the app, but it will remain saved in the backend.