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Access the Accountability Templates screen

  1. In the navigation bar, click
    Account
    .
  2. Click
    Accountability Templates
    .
    You can also access the Accountability Templates screen by clicking The Settings icon, and then clicking the
    Accountability Templates
    link in the
    Basic
    section.
    The Accountability Templates screen opens, displaying the name, description, and last publishing time and date for each accountability template in the system. For accountability templates that have recurrence set, the next occurrence is displayed.
  3. Optionally, do any of the following: