Duplicate an accountability template
Duplicate an accountability template to create an exact copy. Duplicating speeds the creation of similar templates.
You can duplicate any template that contains a check box next to its name by completing the following steps:
- In the navigation bar, click theAccountbutton.
- Click theAccountability Templateslink.
- Use the search field or scroll down in the template list to locate the accountability template you want to duplicate.
- Select the check box next to the template name.If the template does not have a check box next to its name, it cannot be duplicated.
- Click theDuplicatebutton at the top of the screen.ACopy of <Template name>screen appears, displaying all of the values that were part of the original template.
- Make whatever changes you want to the template details.At a minimum, you should change the name of the template so that you can distinguish it from the original.
- ClickSave.
The screen refreshes and the new template appears in the list on the Accountability Templates screen.