Delete a Company Level Action Plan Template

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Action Plans.

  3. Navigate to the 'Templates' tab.

  4. Click on the template you want to delete.

  5. Click the vertical ellipsis icon-ellipsis-options-menu.png next to the Edit button and click Delete.

  6. Click the Delete button from the 'Delete Template' window.

See Also

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