To access ClosePlan Admin:

  1. Click the ClosePlan Admin tab.

The ClosePlan Admin tab is broken down into a sidebar (Left pane) and Central viewing pane.

The sidebar contains two sub-sections: General Settings and Template Settings.

Under General Settings, there are links to: Event Types, Scorecard Categories, and Environment.

Under Template Settings, there are links to Templates and Import Template.

The Central pane contains the list Component View.

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