Overview: There are limited fields which can be customised with Business Fitness record templates, however admin users are able to edit the checklist items for the record template, along with the help content.
Please refer to the Glossary for definitions of key terms used in this article.
Customise Business Fitness record templates
From the Admin Centre, click on Record Templates under the Workpapers banner.
The Active Platform ships with a standard set of record template recommendations as below.
Customise checklist items
You can edit our checklists and make it your own by clicking Customise within the chosen record template within the Checklist Items section.
For more information regarding customising checklist items, or creating your own, refer to this support article: How to customise and create checklist items and checklist record templates.
Customise help content
You are able to edit or add help content within existing Business Fitness record templates. To do this, select the relevant record template you wish to modify, we will select J20 BAS Lodgements.
Click the icon as shown below.
Here you can click Customise to add information. As a guide, we recommend outlining the purpose of the record template and how it should be completed, however this is ultimately at the firms' discretion.
Once you have appropriately customised the content, click Done and Save.
This will then be added to the record details of the template for a user to see in the binder once the record template has been inserted.
Note: Ensure you click Save after clicking Done otherwise changes will not be saved.