Edit an Action Plan Report

  1. From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports:
    Select Action Plan Reports from Reflect Menu
  2. The Action Plan Reports list displays. Select an Action Plan Report to edit.
    Select Action Plan Report
  3. The action plan report details display. Click the Edit button.
    Action Plan Report Edit Button
  4. The General Information page displays:
    Action Plan Outcome General Information Example
  5. Edit the action plan report details as needed.
    For more information on each field, see the documentation article for the specific section: General Information, Custom Data, Situation Updates, or Outcome Evidence.
  6. Click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.
    Save Buttons