Managing Templates
Onboarding/Offboarding Plans lets you edit, inactivate, or delete an existing template.
Guidelines for Managing Templates
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If you change a template after it was associated with a plan, your changes apply only to future plans that are created with that template.
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You can't delete a template if a plan uses it. Delete the plan first, then delete the template.
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If you don't want to use a template, but can't delete all plans associated with it, you can mark it as inactive. Inactive templates can't be used for new plans.
To manage a template:
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Go to the Onboarding/Offboarding Template List page. For instructions, see Accessing the SuiteApp.
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Locate the template name. Click Edit.
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Choose the task you want from the following table.
Task
Instructions
Edit the template
Edit the fields and columns.
Inactivate the template
Check the Inactive box.
Delete the template
Point to the Actions list. Click Delete.
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Click Save.