Table of Contents
Overview
Related Permissions
Editing & Deleting Templates
Editing & Deleting Forms
Related Articles
Overview
This article outlines editing and deleting both templates and forms.
The ability to edit templates and forms is tied to role permissions.
Related Permissions
Overview
Users with specific role-based access control (RBAC) permissions may edit Templates and Forms.
Generally, we suggest that the users with the ability to edit the Template be limited to a small group, while a wider group of users may be able to edit Forms.
Learn more about managing Syllabus permissions.
Templates
Only users with “Edit Template” permissions set to “Allow” can edit Templates in Syllabus.
To configure this permission, navigate to Curriculum Management > Settings > Roles > (Select role) > Document Types > Edit Template.
Forms
Overview | Role Settings | Within Form
How Role (“Edit Forms”) & Form (“Allowed Roles”) Settings Interact
Overview
Access to edit Forms can be controlled in two places: Role Settings and within the Form itself.
Role Settings
Only users with the “Edit Forms” permission set to “Allow” can edit a Form in Syllabus.
To configure this permission, navigate to Curriculum Management > Settings > Roles > (Select role) > Forms > Edit Forms.
Within Form
Individual forms can have an additional layer of access control applied to it.
Open a form to access its “Allowed Roles” drop-down menu in the upper right-hand corner..
Choose which roles can edit this form.
How Role (“Edit Forms”) & Form (“Allowed Roles”) Settings Interact
Editing & Deleting Templates
Editing Templates
Step 1: To edit a template, navigate to Syllabus > Syllabus Groups.
Step 2: Select the template within a Syllabus Group to open edit mode.
Step 3: Make changes and click “Save” in the upper right-hand corner to save changes.
Deleting Templates
A Template cannot be deleted without deleting the Syllabus Group.
Learn how to delete a syllabus group (and its template) in our Syllabus Groups article.
Editing & Deleting Forms
Editing Forms
Step 1: To edit an existing form, navigate to either Syllabus > Forms or Syllabus > Syllabus Groups > Forms.
Step 2: Select the relevant form to open edit mode.
Step 3: Make changes and click “Save” in the upper right-hand corner to save changes.
Deleting Forms
To delete a form, simply:
Open the form in question.
Click the “Delete” icon in the upper right corner.
Click “Yes” in the confirmation modal.
