You can update existing Other Schedule templates at any time to reflect changes in your workflows or job types. This includes editing the template name, modifying schedule items, reordering them, or un-publishing if needed.
ℹ️ Note: Templates can only be managed by Managers and Administrators. You won't be able to access the Templates section without either of these permissions.
Step 1: Open the Other Schedule template
From the main navigation, go to Templates → Other Schedules.
Use the tabs or search to find the template you want to edit.
Click on the template name to open it.
Step 2: Edit the template
Edit the template name
In the top-right corner of the template, click the ⋯ (three dots).
Select Rename template.
Enter the new name and click Save.
Edit or delete individual items
Locate the item you want to update in the list.
Click the ⋯ next to the item and choose either:
Edit – Update the item’s name, description, tag, or entity type.
Delete – Permanently remove the item from the template.
Reorder items (if needed)
To adjust the order, simply drag and drop the items into your preferred sequence.
Step 3: Save or publish your changes
Select Publish if you are happy with your changes and ready to finalise.