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

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