Edit Program Templates
Users with the "Coaching: Create Program Template" or "Coaching: All Access" permission will be able to edit program templates.
Creators of templates will be able to edit and delete the templates they create. Managers who have access to a template (selected as a Manager in step 2 of the form) who also have "Coaching: Create Program Template" permission will be able to edit and delete templates they have access to. Users with "Coaching: All Access" permission can edit and delete all templates.
1. Open the left navigation and click Coaching > Manage.
2. From the manage coaching page, select the Programs tab and then Templates.
3. Click the ellipses icon, , and Edit in line with the template you wish to update.
Templates in both "Draft" and "Open" status can be edited.
4. Make the appropriate edits.
Any updates made to the program template agenda will not be reflected on any open check-ins that were created using the respective template, but will be reflected going forward.
You may edit all of the same fields that were available during template creation.
Saving an Open Template
5. Click the Update Template button to save your changes.
Save a Draft Template as Draft or Open
5. After making the desired edits, click Save > Save and Open.
If your template has at least one required item and managers have been selected in Step 2, the template will move out of "Draft" status and will now be "Open". Once open, programs can be created with the template.
If the template is still in progress, click Save and then Save as Draft. Your template will not be available to create programs with until the template is "Open". You must have at least one required item and have selected managers in Step 2 before being able to save your template as a draft.