Delete a Company Level Action Plan Template

Objective

To delete an existing Company level action plan template.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Admin tool

Demo

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  next to the Edit button and click Delete.
6. Click the Delete button from the 'Delete Template' window.
   

See Also

• Create a Company Level Action Plan Template