How to Edit Action Plan Information

We understand that not all actions are created equal. Sometimes, you may need to edit action plan information on a submitted report, or on an action which was created after the fact. Follow the steps below to make edits to your action plans:

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

2) From the Action Plans page, you will notice three areas which can be modified:

• Action Plan (text)
• Action Due Date
• Action Assignee

3) To edit information, simply click on the icon next to the area you wish to edit:

4) In the example below, the Action Plan text is being modified. After editing, click 'Save'.

Please Note: Note: Editing Action Plans can only be done by 'superusers', or users which have the 'write' privilege assigned to their role. For more information on managing roles click here.