Issue
How do I remove or delete an assessment on my list so it can no longer be selected?
Environment
CRM, Template Designer
Only users with one of the following roles can create and manage assessments:
- Super User
- RB Client Super User
- RB Client Super User with User Management
- KipuCRM Super User
- Combined (Admissions and B.D.)
- Combined +
- VOB Worker
- Restricted Admissions Worker
Resolution
A user with one of the permissions mentioned above can remove templates from your available list, by following the steps below.
- Navigate to CRM > Admissions Management > Template Designer.
- Use the Select an Assessment to Edit field, to search for and select your desired form template.
- Locate and enter an end date then select Save Changes.
Once this step has been completed, the assessment will no longer appear in your available list.
Important
While the system refreshes, there may be a brief period between when this end date has been saved and when the form stops appearing in your list.
Cause
N/A
Additional Information
For assistance with creating new form templates, please click here.