How do I amend a planned work template?
Make Changes To The Top Level Template For Your Compliance Work.
- Sometimes you may wish to amend a template, for example to add more locations or different tasks
- To do this, head to the planned work template index
- From here, select the template and select Edit Template in the top right of the template summary card
- Here, you will see the same form used to create the template
- You can make your way through the form and make any amendments necessary
- It's worth noting, some fields cannot be amended once a template is created, for example the assets section
- Once you have made the changes, you will come to a confirmation screen where you can check you are happy with the changes before hitting update template at the bottom of the form
