# Use Templates
If you set similar goals for multiple staff, templates save time. Save a plan's goals as a template, then load it into other staff members' plans.
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## Saving a Template
1
Open a staff member's PD plan that has the goals you want to reuse
2
Select the menu (three dots) and choose **Save as Template**
3
Enter a name for the template and select **Save as New Template**
You can also overwrite an existing template if you've updated the goals.
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## Loading a Template
1
Open the staff member's PD plan
2
Select the menu (three dots) and choose **Load from Template**
3
Select a template from the list
4
Review the goals — if any specific activities have outdated due dates, you'll need to update them
5
Select **Import Template**
Loading a template removes all existing goals from the plan. The staff member's logged activities are kept, but they'll no longer be linked to goals.
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## What Gets Copied
Templates copy the goal structure:
* Goal titles and descriptions
* Competency areas
* Targets (hours or activity counts)
* Due dates (for specific activities)
* Rationale and instructions
Templates don't copy progress — each staff member tracks their own completion.
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## Managing Templates
To rename or delete templates, select **Manage Templates** from the template menu. Templates are shared across your organisation — anyone with access to PD plans can use them.