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Deactivate a workflow template

If a practice manager does not want staff to use a workflow template, the practice manager can deactivate it. For example, if the practice manager did not complete the configuration of the template, they can deactivate it.

To deactivate a workflow template, do this procedure.
Note: You cannot use the Vet Radar mobile app to do this procedure. You must use the web app.
  1. Select Settings.
    The Settings button
    Vet Radar shows the Settings screen.
  2. Select Workflow Templates.
    The Workflow Templates command
    Vet Radar shows the Workflow Templates screen.
  3. Select the applicable workflow template.
    A workflow template
    Vet Radar shows the settings of the workflow template.
  4. Deactivate the Active setting.
    The Active setting
  5. Select Save Changes.
    The Save Changes button
Vet Radar deactivates the workflow template. Staff cannot use the workflow template. Vet Radar shows the deactivated workflow template in the Inactive Templates section:
The Inactive Templates section