Onboard Projects — Apply Template Changes
Product Guide Library > Onboarding > Onboard Projects — Apply Template Changes
Easily update projects with changes made to the project template, activities & groups.
Permissions & Restrictions
Permissions
Admins & Full Users: Access to update templates and apply those updates to the corresponding onboard projects.
Restrictions or Pre-Requisites
Activity changes will only apply to incomplete providers and new providers added in the future. Completed providers’ activities will remain the same as when they completed them.
Updating the onboard project from a template is only available when the template has been edited. If recent changes on a template were applied to the existing projects, the option to update from the template becomes disabled.
Note: If changes are made within the project groups on a project, these will be overwritten by a template change. If activities are added to the provider itself, these will not be removed from the provider on pulling changes down.
Update an Onboard Project from a Template
After a template’s activity details have been changed, a notification will appear in the header of Onboard Projects created from the template indicating that an updated template is available.
Restriction to Note! Updating a project from the template is only available if a recent edit has been made on the template and has not already been applied to the project. Our system is smart and can detect when the project does not have the latest template changes. Suppose the project you are working on needs a template update; in that case, a workaround for this is to edit the template by adding a small change to one of the activities in the template — such as a period to a summary or capitalizing a letter.
From the header drop-down, the ‘Update Project from Template’ option will also be available
Once selected you will receive a warning message that you will need to confirm to apply the changes from the template.
Before this step, it is recommended that you check the template and familiarize yourself with any changes that have been made to be sure that you would like those changes applied to the project.
Once you confirm the popup, the changes will be applied, and the screen will refresh. Your onboard project will now reflect the same details as the updated template!
Update Multiple Onboard Projects from a Template
If you have many onboard projects created from a single template that you would like to update all at once, we’ve added a couple of options within the templates as well.
After a template’s activity details have been changed, 2 of the following options will be available from the template header drop-down:
Apply Changes to Existing Projects
This option works similarly to how applying template changes within a project does, but this will apply the changes to all existing projects created from the template in one action.
From the template header, click on the ellipses button and select ‘Apply Changes to Existing Projects’. This will prompt an override warning which the user must confirm before changes are made to the projects.
Restriction to Note! Updating a project from the template is only available if a recent edit has been made on the template and has not already been applied to the project. Our smart system detects when the projects tied to a template do not have the latest template changes. The action to apply changes to existing projects is only enabled once an edit has been made in the template and no recent changes have been applied to all projects.
View Projects Using This Template
For situations where you would like to update some but not all of the projects created from the template, we’ve included an option that allows you to pick which projects you’d like to apply changes to in bulk.
By selecting ‘View Projects Using This Template’ a list will open of all the projects created from the template
You’ll then be able to select projects via checkboxes and from the ‘Actions’ drop-down you’ll have the ‘Apply Template Updates’ option that will push the updates to all the selected projects.
Notification After Changes Have Been Applied
Once changes have been applied to a project through any of the options above, the user listed as the project owner for the project and administrators of the system will receive an email notifying them of the changes that were applied as well as who applied them.
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