Edit an Action Plan

Objective

To edit an existing action plan in the project's Action Plans tool.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Action Plans tool.
    OR
  • 'Read Only' or 'Standard' level permissions on the project's Action Plans tool with the 'Create and Edit Action Plan' granular permission enabled on your permissions template.
• Additional Information:
  • When editing an action plan, the status automatically updates to 'Draft'. To update to a different status, see Update the Status of an Action Plan.
  • Required Assignees can only be removed while creating or editing an action plan.
  • Optional assignees can be removed while performing or editing an action plan.

Steps

1. Navigate to the project's Action Plans tool.
2. If the action plan is in 'View' mode:
   • Click View next to the action plan you want to edit.
   • Click Edit on the action plan page.

      Warning

     If the action plan you want to edit already has signatures added for one or more Action Plan Approvers or Completed Action Plan Receivers, the 'Delete Signature' window displays. Note: Once these signatures are deleted, they cannot be recovered. Click Delete to remove these signatures and to continue editing the action plan.
3. If the action plan is in 'Edit' mode:
   • Click Edit next to the action plan you want to edit.
     
4. Edit the 'General Information' and 'Sections and Items' as needed. See Create an Action Plan for more information on the fields you can edit.
   • You can bulk edit items:
     1. Mark the checkboxes next to the items you want to edit.
     2. Select to Add, Edit, or Replace Assignees based on the change you want to make.
        • You can add Assignees, Records, or References.
        • You can edit Acceptance Criteria, Due Dates or Item Status. 
        • You can Replace Assignees and update their Verification Method.
     3. Enter the new information.
     4. Click Save.
   • You can rearrange sections or items:
     1. Hover your cursor over the beginning of the row with the section or item you want to move.
     2. Click and hold the vertical grip (⋮⋮) icon.
     3. Drag and drop the row to move it up or down in the table's order.
   • You can delete a section or item:
     • Hover your cursor over the end of the row.
     • Click the  icon.
     • Click Delete.
   • You can change the status of an item:
     • Click the dropdown in the status column for the item you want to edit.
5. Click Save Draft or Publish.

See Also

• Create an Action Plan
• Perform an Action Plan
• Update the Status of an Action Plan