- From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans:
- The Action Plans list displays. Select the action plan to be deleted:
- The action plan details display. Click the Delete button:
- A confirmation message appears. If the action plan should be deleted, click Yes. To cancel, click No.
- The action plan no longer appears in the list, and a notification verifies that the action plan has been deleted.
! CAUTION:
Before deleting, make sure you have selected the correct record.
✓ TIP: No Delete for Linked Plans
You won't be able to delete an action plan if it is linked to other records, like program activities or action plan reports.
NOTE: Data from Previous Years
Only Data Managers can delete records from past reporting periods. See the PEARS Directory for a list of your organization's Data Managers.
✓ TIP: Filters
By default, your Action Plan list shows records that you have created in the current reporting year. Click the Filter button to filter for other records.
NOTE: Linked Data
If the action plan you would like to delete has been linked to other PEARS records, hovering over the delete button will show what type of data is connected. To delete the plan, first remove the plan from linked records.
