@cnduka I would start by checking that your Success Plan Templates are assigned to the Success Plan Type as you expect. When a user creates a Success Plan, only Success Plan Templates which correlate to the Success Plan Type will display as an available template.
When an administrator generates a Template, you can select a Success Plan Type of ALL, which means the Template is available to ALL Success Plan Types. Or, you can select 1 Success Plan Type, in which case that Template is available only to that single Success Plan Type.
And to answer a question that often comes up here, you cannot assign a Success Plan Template two or more specific Success Plan Types; your configuration choices are 1 Success Plan Type or ALL Success Plan Types.
Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
