Activating and Deactivating an Existing Activity Template

In this article will go over how to activate and deactivate an existing Activity Template.

  • How to Activate or Deactivate an Existing Activity Template

How to Activate or Deactivate an Existing Activity Template

To activate or deactivate an existing Activity Template:

1. Log onto the GuardTek web portal as an Admin or Supervisor.

2. Hover over the Settings module and click on the Activity Templates option.

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3. Select the location you want to activate or deactivate an Activity Template by clicking the drop-down at the upper right hand corner.

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NOTE: A list of all Activity Templates for that site will appear. 

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For site with a long list of Activity Templates you can use the Search feature at the top left corner to quickly go to a specific Activity Template by Report Name

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The Status column will indicate whether an Activity Template is active or deactivated. A green check-mark in a green circle icon indicates that an Activity Template is active.  A red X in a red circle indicates that an Activity Template has been deactivated.

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4a. To Deactivate an Activity Template simply click on the green check-mark in a green circle icon and after a brief update the icon will change into a red X in a red circle. By deactivating a template it is no longer visible in m-Post or from the Activities module on your GuardTek.net webpage.

4b. To Activate an Activity Template click on the red X in a red circle icon and after a brief                                 update the icon will change into a green check-mark in a green circle.

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NOTE: Once an Activity Template has been deactivated m-Post users will no longer be able to use them when making reports.

 

 

 

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