Edit or Delete a Template

To edit or delete a template:

1. Click Settings > Templates.

2. Locate the template from the pane to the left or enter search terms, such as the code or name of the template, into the Search field.

3. Click the template to select it.

4. Make your changes to any of the fields as needed.

5. Click the  icon next to Add Officer Tasks to create new tasks or click the  icon next to a task to delete a task.

6. To delete a template, click  icon next to the name of the template then click Yes to confirm.

   Deleting a template will also delete the information and tasks entered into that template.