Edit an Action Plan

  1. From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans:
    Plan, Action Plans
  2. The Action Plans list displays. Select the action plan to be edited:
    Select Action Plan
  3. The action plan details display. Click the Edit button:
    Action Plan Edit Button
  4. The General Information page displays. Use the links below the progress bar to navigate to different sections of the action plan:
    Action Plan Section Links
  5. Edit the action plan details, as needed.
    For more information on Action Plan fields, see the documentation article for the applicable section: General Information, Collaborators, Custom Data, Situation Assessment, Outcomes & Indicators, or Deliverables.
  6. After making changes, 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 and Continue or Save