Overview
Note Templates let you predefine Notes for fast, consistent logging on RideOps. A Template pre-fills a Note's Title, description, and Type, so an operator can log a common observation in a couple of taps instead of typing it out each time.
Users must be Super Users or have the following to create and manage Note Templates:
Organization: Administrate
Why this matters: The recurring Notes — guest spill, gate latch sticking, weather hold — are the ones worth templating. A Template makes them one tap to log, which means they actually get logged consistently, with the same Title and Type every time.
Create a Note Template
Open Note Templates
In the Mobaro Backend, go to Configuration and open the RideOps tab, then click + under Note Templates.
Fill in the Template
Title and description — the pre-filled text. Operators can still edit both when they use the Template.
Note Type — the Type the Template applies (see the note below).
(Optional) Locations — limit the Template to specific Locations.
Color — how the Template appears in RideOps.
Note: You need at least one Note Type before you can create a Template. See Setting up Note Types.
Note Templates in RideOps
Once saved, a Template is available on all RideOps-enabled Locations — unless you limited it to specific Locations. Operators can still create regular, non-template Notes; Templates simply give them a quick-select shortcut. When an operator picks a Template, they can adjust the Title, description, and Type before saving.
Operators can still create Notes that aren't based on a Template. | Selecting a Template pre-fills the Note; the operator can change the description and Type as needed. |
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Best practice: Template the handful of Notes your operators log most often, with clear Titles and the right Type. That's where Templates save the most time and keep your Notes data consistent.
Frequently asked questions
Q: Why can't I create a Note Template?
A: Your account may have no Note Types yet — create at least one first. See Setting up Note Types.
Q: Can I use Note Templates when creating Notes in the Mobaro Backend?
A: Not currently — Templates are used when creating Notes on RideOps.
Q: Why can't I see a Template I created on RideOps?
A: Check it isn't limited to a Location you're not currently viewing, and that RideOps is updated to at least version 4551.
Q: How do Templates relate to regular Notes?
A: A Template just pre-fills a Note. For the full picture of Notes, see Creating and managing Notes.