How to enable a template as a default check-in template?
Here's how to set a check-in template as the default one:
- Go to , scroll to the Setup Maintenance section and click Check-In Templates.
- Click Add to create a new check-in template or search for an existing template.
- Select the template type as Performance or Touchpoints.
- Enter a name for the template, and add comments, if any.
- Select the Default template option.
- Select an appropriate choice as active or inactive for the status of the template in the Status list.
- Click Submit.