Learn how to edit an existing action plan in PEARS.
Follow the steps below to edit an existing action plan record.
TIP: The red asterisk * next to the heading of a field indicates that the field is required.
1
Navigate to Action Plans
From the PEARS homepage, hover over the Plan menu and click Action Plans.
2
Select an Action Plan
The Action Plans list displays available records. Click the action plan you want to edit.
3
Click Edit
On the action plan detail page, click the Edit button.
Screenshot: The action plan detail page showing the plan title, status, and the Edit button in the top-right area of the page
4
Edit the Action Plan
Use the links below the progress bar to navigate to different sections of the form. Modify the action plan details as needed. For field-specific guidance, refer to:
Click Save and Continue to save changes and proceed to the next section, or click Save to save and return to the record detail page.
TIP: All users within your organization can see approved State-level plans and all finished Individual/Unit-level plans.
NOTE: By default, the Action Plan list shows records created in the current reporting year. Click the Filter button to access records from other reporting periods.
