Accountants Enterprise only
Individual assignment templates can be deleted from the system at any time, but only if it is not being used.
An Assignment Template cannot be deleted if it is used elsewhere in the system.
To delete an assignment template
Select Maintenance > Assignment > Assignment Templates on the main menu or Maintenance > Maintenance Map > Assignment > Assignment Templates. The Maintenance — Assignment Templates page opens.
Select the row containing the assignment template to be deleted. The row is highlighted.
Press [Delete]. An Important System Information message is displayed requesting confirmation of the deletion.
Click Yes. To proceed with the deletion and to close the prompt. The template is deleted.
Click OK to save the changes and close the Maintenance — Assignment Templates page.
Setting up assignment templates
(Practice Manager) Setting up schedule templates for assignment templates
(Practice Manager) Assignment types
(Practice Manager) Assignment template groups
(Practice Manager) Setting up responsibility for assignment templates
(Practice Manager) Setting up billing for assignment templates
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