1. Navigate from the left-hand menu and click on Templates > Manage 



2.  The next screen will allow you to add to or modify your existing template.


  • Under Topics, you can click the Add button to create a new topic.
  • Click View to expand questions associated with the topic.
  • Under questions you can click Add to create a new question.
  • Click the Edit Icon to modify and existing question.
  • Click Add or List under Recommendation Choices to create a new recommendation or modify an existing recommendation.



3. To modify and existing question you can click the Edit Icon and the modal below will open.  In this modal you can edit the question, best practice, setup or change the answer key, change the question weight for scoring (1 low - 5 severe), and the maturity level.



4.  To modify a recommendation navigate to Recommendation Choices > List > Update to modify your recommendation.




5. You can now modify your attached recommendation.