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To edit the data of an isolated action template, first, locate it and select it in the list of records of the main screen. After that, click on the  button on the toolbar.
At this point, the record data screen will be opened. The following sections will be available for editing:
This section will display the action plan template data entered during its addition, allowing it to be edited.
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Through this section, it is possible to configure a specific security list for the isolated action template according to the definitions performed in the category. The buttons on the sidebar of this section will only be enabled if the security list can be edited. They are:
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Click on this button to add a new access to the template security list.
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Click on this button to edit the data of the access selected from the list of records.
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Click on this button to delete the selected access from the security list of the template.
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It is divided in the following subsections:
Attachment
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Through this section, it is possible to add, delete, download, and view the attachments related to the actions based on this template.
For further details on how to add attachments to the record, see the Adding attachments section.
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Document
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This section is only available if the SE Document component is part of the solutions acquired by your organization. Use it to add or associate the documents related to the actions based on the template. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
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The Enter time section will display the configurations related to the timesheet of the actions based on this template. Refer to the Timesheet section for a detailed description of the displayed fields.
The configurations set on this tab will only work correctly if the SE Time Control component is part of the solutions acquired by your organization. These configurations will impact the timesheet screen. Refer to the Entering time section for more details on this operation.
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After performing all the necessary configurations, use the Save or Save and exit options.
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