How to archive Review Meeting templates

Archiving unused templates can help to keep the platform clearer for users.

Admins can easily archive any templates that are not being used. They can easily to unarchived should you wish to reinstate them at a later date.

To archive a template:

• Ensure you are in People Development by clicking in from the left hand navigation.
• Click on Admin from the top navigation.
• Click on Templates from the left hand navigation.
• Select Review Meetings*.
• A list of all templates built by your organisation will appear on the screen. You can toggle to BlueSky to view and archive the default template.
• Find the template you wish to archive and click on the Archive link to the right of the screen.
• A green confirmation banner will appear on the screen.
• The template will have been moved to the Archive section which you can access by clicking on the Archive button at the top of the list.

To reinstate a template you have archived:

• Ensure you are in People Development by clicking in from the left hand navigation.
• Click on Admin from the top navigation.
• Click on Templates from the left hand navigation.
• Select Review Meetings*.
• A list of all templates built by your organisation will appear on the screen. 
• Click on the Archive button at the top of the list.
• Find the template you wish to reinstate and click on the Unarchive link to the right of the screen.
• A green confirmation banner will appear on the screen.
• The template will have been moved back to your organisation section which you can access by clicking on the button labelled with your organisation name at the top of the list.