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Creating and managing RAMS templates

Templates help users create consistent RAMS content. The Templates area lets permitted users create, edit, rename, search, and delete templates.

Templates give your users consistent, pre-configured RAMS formats in the document creation module. You can create blank company templates or pre-populated, task-based templates.

Who can use this?

Client Admins and Project Admins in paying organisations can create, edit, rename and delete templates. Authors and Approvers can view templates but not edit them.

Document creation is an additional module. If you cannot see Templates, it may not be enabled for your organisation.

Before you start

  • Confirm you have the Client Admin or Project Admin role.
  • Prepare the template content or source document.

How do I find templates?

  1. Select Templates in the left-hand menu. The Template management page opens.
  2. Browse the template cards, or use the Name search and Date filter. Select Clear to reset filters.

How do I create a template?

  1. Search first to avoid creating a duplicate.
  2. Select the Create button, then New Template. The Create a New Template window opens.
  3. To start from blank, enter a name under Create from scratch and select Create Blank. To start from an existing template, find it under Or choose an existing template and select Click to use.
  4. Add your content.
  5. Save the template.

How do I edit, rename or delete a template?

  • Select Edit Content on the template card, make your changes and save.
  • Select the pencil icon to rename it.
  • Select Delete only when you are sure it is no longer needed.

How do I control who can use templates?

In Organisation Settings, under People, select Template Permissions. Choose per user whether they can Create from blank and/or Create from template, then select Update permissions. This is useful if you want people to use only your accepted templates.

Common questions

  • New Template is missing from the Create menu: you need the Client Admin or Project Admin role. If you select it and see a message that the feature is not included in your package, contact support to upgrade. In sponsored (non-paying) supplier organisations, New Template is greyed out ("only available to paying customers").
  • I cannot find a template: clear the filters and search again.
  • The wrong users can create RAMS from blank: update Create from blank and Create from template in Organisation Settings > Template Permissions, then select Update permissions.
  • A template was deleted by mistake: contact your administrator or Intuety support straight away.

Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.