How to Edit Action Plan Information

Sometimes you may need to update an action after a report has been submitted, for example to reword the action, push out the due date, or reassign it to someone else. Follow the steps below to edit an action in the AuditApp web application.

If you're unfamiliar with Action Plans, this guide will walk you through the basics: Responding to Action Plans

Steps

1.     From the left-hand menu, click Location Reports.

2.     On the Locations page, find the location and click the audit that contains the action you want to edit.

3.     On the audit page, scroll down to the Actions section and click the action you want to edit.

4.     The action opens on its own page. Three fields can be edited, each with a pencil (edit) icon beside it:

•        Action – the action text

•        Due Date

•        Assigned to – the person responsible for the action

Click the pencil icon next to the field you want to change.

5.     Make your change. In the example below, the Due Date is being changed using the calendar picker. Click Save to keep your change, or Cancel to discard it.

6.     A confirmation message, "You have successfully edited the action", appears in the bottom-left corner, and the updated value is shown on the action.