For the complete documentation index, see llms.txt. This page is also available as Markdown.
Edit an Action Plan
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.
