If you wish to make a sign-off template temporarily unavailable to be assigned you can choose to deactivate the template.
Deactivate a sign-off template
To deactivate a sign-off template:
- Navigate to Tools > Sign Off Templates from your Felix dashboard
- Locate the sign-off template you wish to deactivate
- Hover over the more icon beside the relevant template
- Select Deactivate from the drop-down menu
Note: Templates that have been deactivated will show a status of Inactive in the sign-off template manager.
Re-activate a sign-off template
To re-active a sign-off template:
- Navigate to Tools > Sign Off Templates from your Felix dashboard
- Locate the sign-off template you wish to re-activate
- Hove over the more icon beside the relevant template
- Select Activate from the drop-down menu