Delete a Company Level Action Plan Template

To delete an existing Company level action plan template.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click **Action Plans.

3. Navigate to the 'Templates' tab.

4. Click on the template you want to delete.

5. Click the vertical ellipsis next to the Edit button and click Delete.

6. Click the Delete button from the 'Delete Template' window.