Deleting Templates

You can permanently delete a Template from the system, but if you just want to release a Template for other Appointments, whether for a single day or from this day forward, it is better to use one of the Release options from the menumenu that appears when you right-click the Template on the Scheduling Grid. Only use the Delete option when you wish to remove all record that the block existed. Deleting a Template will remove all history of it in the Template Utilization Report.

To delete a Template:

1. Open the Scheduling module, and navigate to a date on the Scheduling Grid that displays the Template you wish to delete.
2. Do one of the following:
   • Right-click the Template you wish to delete and choose Delete from the menu. Or,
   • Click the Template you wish to delete and, from the Template Sheet Bar optionsTemplate Sheet Bar options, select Delete.

     

3. In the Confirmation dialogConfirmation dialog that appears, select one of the following options:

   

   • YesYes

     Deletes the Template from the Grid and from the system.

   • NoNo

     Discards your changes without deleting the Template and returns to the Scheduling Grid.

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