This article covers how to delete a template from your HappyCo account.

Please note: Templates can only be deleted by an account administrator in Manage.

To delete a template from your account, please follow the steps below:

• Log into your account in Manage

• Click on the Settings icon in the upper right corner, next to your initial

• Next, click on the Templates tab on the left under Setup

• You can use the search bar in the upper right to filter for a specific template

• Once you have the correct template, click on the circle icon to the left to open the Bulk Actions bar at the bottom of the page

• Click on the Delete button

• This will open a window to confirm your selection

• Select the Yes, Delete Template button

• If you receive an error when trying to remove a template, it is likely part of an active Inspection Schedule

  • You will need to disable all Inspection Schedules utilizing the template before it can be deleted