My Templates lists the templates your facility has created or copied from the Marketplace.
Open it from My Templates in the Daily Standard Work menu. The page has:
two tabs, My Templates and Marketplace
a Search by template name box
Filters
the total number of templates
Template cards
Each template card shows:
its type (for example Inspection, Audit or Quiz)
its pillar and labels
who created it
whether it is Facility wide or Workspace wide
the Preview, Start and ••• buttons
Template stages
AI drafts are listed separately at the top of Lean Creator and are visible only to the person who created them. Save a draft to add it to your templates.
Drafts are saved but not yet published, and can't be assigned yet.
Published templates can be assigned and scheduled.
Note: For who can see each template, see About AI drafts, drafts and published templates.
What you can do with a template
Click Preview to look at a template, or Start to fill it in now.
Click a template to open its Build, Submissions and Reporting views.
Use the ⋮ menu to Assign or Delete it.
Use labels and filters to find templates quickly.