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Editing your report template

How can the Administrator or Supervisors edit report templates?

The user types administrator and supervisor both have access to edit a report template.

 

NOTE:

Once you start using a template to fill out reports, you can no longer edit the template. The template will be locked so the statistical data from the completed reports, using this template, cannot be altered.

Should you need to adjust the template, you can make a copy and edit the copy.

 

In this article, you will learn about how the Administrator and Supervisor can edit templates and how you can see if a template is locked:



 

 

Edit your report template

number_1.png
In the menu, go to Reports > Templates
 
Click on rediger.png to start editing your report template

1.png

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Learn more about how to set up your template in the section: Report template settings

 

 

 

 

Check to see if your template is locked

number_1.png
In the menu, go to Reports > Templates
 
If the pencil icon is transparent like this, you can no longer edit the template: Screenshot_2022-09-05_at_11.32.47.png 

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