Editing an Action Plan

Getting Started

This resource walks you through how to edit an existing action plan. To begin, open your plan be clicking on its name on the Action Plans tab.

In order to edit a plan, you need to be one of the following:

1. An owner

2. A collaborator

3. Have access to the hierarchy node associated with the plan

4. Have access to a parent of that hierarchy node

Updating the Status of your Plan

To update the status of your plan, select the drop-down in the blue button in the top right corner.

Edit Settings

To make additional updates to your plan, select the Edit Settings button immediately to the right of the blue status button.

This action opens a box where you can edit the following:

• 1 Action Plan Name

• 2 Description

• 3 Owner

• 4 Source

• 5 Items/Dimensions

• 6 Hierarchy

• 7 Hierarchy Node

• 8 Collaborators

• 9 Start Date (Updating the plan start date to occur in the past will update the plan status to In Progress)

• 10 Due Date

Click the Save button to save your changes.