Action plan templates

When there is a need to create similar action plans repeatedly, you can use an action plan template, which allows you to replicate a saved plan pattern.

To create a new template, you must first create a new action plan following the standard instructions. Then, use the white function bar, expand the Settings tab, and select the Create template option:

After selecting this option, the template save panel will appear:

The save panel includes the following options:

• Save as new or overwrite (…) – this option allows you to create a new template or overwrite an existing one. Start by typing the desired name. To create a new template, select the “Create…” option. To overwrite an existing one, select its displayed name.
• Additional attributes (…) – extra options for configuring the template by saving selected attributes from the original action plan.
• Close and Save – cancel or save the template

To view all existing templates, use the left menu bar and navigate to the Templates tab:

In the template view, you can:

• 1. Apply a template,
• 2. Schedule an action plan based on a template,
• 3. Delete a template,
• 4. Rename a template.