Templates

Updating templates

Keep templates accurate when school practice changes.

What you'll learn

  • How to edit a school template
  • What happens to actions already created

Step-by-step guide

  1. Open My Templates

    Edit the title, description or structure so it matches how you work now.

  2. Create new actions from the updated version

    Past actions keep their own content. New actions pick up your improved template.

Tips

  • After a policy change, update the template the same week so next year’s ask is already right.

Common questions

Can I delete a template?

Yes when your role allows. Prefer updating if colleagues still rely on the name.

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