Templates

Admins have control over the templates used within the organization, allowing for customization and management. Here's an overview of template functionalities:

1. Navigate to the "Templates" tab on the side navigation menu.

2. Templates are categorized by type (Evaluations, Daily Reports, Possible Failure, Documents).

3. Public Templates: These templates cannot be edited; however, they are available for use across the organization.

4. Private Templates: Admins can edit private templates, enabling customization to meet specific organizational needs. Click the "Edit" button next to the template name, make necessary changes, and save.

It's important to note that any changes made to templates will not impact previously created reports or documents; the modifications will only apply to future instances. This flexibility ensures that admins can tailor templates without affecting historical records.