Templates - My

Who this is for

FTOs, supervisors, and staff who write DOR narratives and comments — not trainees.

What My Templates are

My templates are your personal reusable text blocks. Insert them with Insert template… while editing a DOR or other supported fields.

Separate from agency Program → Templates (admin) and form templates (admin).

Open My Templates

My Profile → My templates, or My templates from your account menu.

Create a template

1. Add template (or edit existing).
2. Template name — something you will recognize.
3. Placements — where it may appear (all narratives, DOR daily narrative, category comments, event narratives, etc.).
4. For category comment templates, select rating categories.
5. Write body text → Save.

Turn Active off to hide without deleting.

Use while working

1. On a DOR, click in a narrative or comment field.
2. Insert template…
3. Pick your template (or an agency template if listed).
4. Edit inserted text if needed → save the DOR.

Related guides

• Staff quick start
• Working with DORs

Need help?

support@dorworks.com — include your agency name.