Who is this article for?

Users who want to learn about Manage Templates

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This article outlines and overview of how to Manage Templates within Adding Recommendations, Availability conditions, Informed Items.

1. Manage Templates
2. Further Reading

1. Manage Templates

1. Navigate to
   1. Template Designer
   2. Work Programmes sub-module
2. There is an administration tool that will allow a user to manage the store of Work Programme Templates over time

3. Selecting the Manage Templates icon will activate the wizard and present the user with four options

4. Retire active or draft template allows the user to move an active template to a retired status. This means that the template will not show in the list of templates to download. It will not however affect the Audits or fieldwork that the Work Programme Template has already been used in. The template is not deleted and can be restored if needed.
5. Select Retire active or draft template

6. Select the relevant Work Programme Template and then select Finish and then Close to continue

7. Restore template from retired status allows the user to choose a template that has been previously marked as retired and restore it back to an active status. The restored template will become available for download again.
8. Select Restore template from retired status

9. Select the relevant Work Programme Template and then select Finish and then Close to continue

10. Remove active status allows the user to roll back the status of a template from active to approved to draft use. This is only possible if the template is not already in use
11. Select Remove active status

12. Select the relevant Work Programme Template and then select Finish and then Close to continue

13. Once the active status is removed, the work programme template reverts back to an Approved status

2. Further Reading

1. Pre-Defined Recommendations
2. Available conditions
3. Creating Availability Conditions
4. Editing Availability Conditions
5. Informed Items
6. Changing the Properties of a Work Programme Template
7. Creating A Risk Control Matrix
8. Saving and Closing a Work Programme Template
9. Checking the Status of a Work Programme
10. Submitting a Work Programme Template for Review
11. Reviewing a Work Programme Template
12. Approving a Work Programme and Marking as Active
13. Downloading/Updating a Work Programme Template
14. Importing/Exporting a Work Programme Template
15. Work Programme Template Reports