Creating an AAR Template in Whiteboard

Overview

This document provides step-by-step instructions for utilizing the Whiteboard template for After Action Reviews (AARs).

Environment

To create a template on your local machine, ensure that you are on the page where the original template is located.

Procedure

  1. Obtain the necessary permissions to access the original template.
  2. Locate the button with three dots (More Options) at the bottom bar of the screen. This button is positioned as the last option on the far right.Homepage shown with more options bar highligted. Options bar is located on the bottom right of the screen.
  3. Click on the More Options button to display a pop-up menu.
    More Options Button Clicked, opens pop-up with more options.
  4. Within the pop-up menu, select the Templates option.
  5. Navigate to the My Templates section.
    template pop up screen menu
  6. Click on Create New Template to capture and save the current whiteboard page.
     Image of My template button, with screen on how to declare "create template"

If the process is completed successfully, the newly created template will be accessible within My Templates whenever a new Whiteboard board is generated.

Resolution

Upon completion, the template should be available for future use within My Templates section of Whiteboard

Additional Help

For more information, please contact itdr@uoregon.edu

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