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AVEVA™ Contract Risk Management - Company Portal

Delete communication templates

  • Last UpdatedJan 04, 2024
  • 2 minute read

A communication template cannot be deleted if it is In Use - in other words, it has been copied or a communication has been created from it.

Deleting a communication template that was copied from the library has no effect on the source template, and you can copy the source communication template again into the current Best Practice Library/Contract Configuration.

The following users can delete communication templates:

  • Organization Best Practice Library: users with the Maintain Organisation Best Practice Library permission

  • Business unit Best Practice Library: users with one of the following sets of permissions:

    • the Manage Business Unit Best Practice Library permission for the business unit

    • the Access Across Business Units AND the Manage Business Unit Best Practice Library permission

  • Project/dept Best Practice Library: the Project administrator

  • Contract Configuration: users with the following contract roles:

    • Contract Owner

    • Contract Administrator

    • Contract Process Owner

    • Company Representative

To delete a communication template:

  1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.

  2. Select the Communication Templates tab.

    The Communication Templates page is displayed.

  3. Click the fa-sort-down drop-down arrow for the communication template you want to delete, and select Delete from the menu.

    A warning message is displayed

  4. Click OK to confirm the deletion.

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