How to enable a template as a default check-in template?

Here's how to set a check-in template as the default one:

  1. Go to My Client Groups > Performance, scroll to the Setup Maintenance section and click Check-In Templates.
  2. Click Add to create a new check-in template or search for an existing template.
  3. Select the template type as Performance or Touchpoints.
  4. Enter a name for the template, and add comments, if any.
  5. Select the Default template option.
  6. Select an appropriate choice as active or inactive for the status of the template in the Status list.
  7. Click Submit.