Selecting … > Edit by a template in the Template List will open a window where you can edit the following details, depending on the template Type:

Editing Appointment Templates

For Appointment templates, you can edit the following details:

• Name

• Title

• Description

• Class

• Type

• Location – Here you can choose which organisation will be used for the appointment location, according to their relationship with the For record.

• Organiser – Here you can choose which officer will be used for the appointment organiser, according to their relationship with the For record.

• System Code

Open

Once you have amended the necessary details, select Save to confirm your changes or Cancel to discard them.

Editing Task Templates

For Task templates, you can edit the following details:

• Name

• Description

• Type

• For Role – This controls which field the For record is used to populate. You can choose to either enter the For record into the Regarding field or the Assigned To field. This option is only available for learners and officers.

• System Code

Open

Once you have amended the necessary details, select Save to confirm your changes or Cancel to discard them.

Editing Call Templates

For Call templates, you can edit the following details:

• Name

• Direction

• Subject

• Summary

Once you have amended the necessary details, select Save to confirm your changes or Cancel to discard them.