> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan/action-plans/edit-an-action-plan.md).

# 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.

{% hint style="info" %}
**TIP:** The red asterisk **\*** next to the heading of a field indicates that the field is required.
{% endhint %}

{% stepper %}
{% step %}

#### Navigate to Action Plans

From the PEARS homepage, hover over the **Plan** menu and click **Action Plans**.
{% endstep %}

{% step %}

#### Select an Action Plan

The Action Plans list displays available records. Click the action plan you want to edit.
{% endstep %}

{% step %}

#### 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](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-10bd72fc688580a4efb2f1c6293bc0171dee3922%2Faction-plan-detail-edit-button.png?alt=media)
{% endstep %}

{% step %}

#### 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:

* [General Info](/plan/action-plans/create-an-action-plan.md)
* [Add Situation Assessment](/plan/action-plans/situation-assessment.md)
* [Add Outputs](/plan/action-plans/outputs.md)
* [Add Outcomes & Indicators](/plan/action-plans/outcomes-and-indicators.md)
  {% endstep %}

{% step %}

#### Save

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.
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{% hint style="info" %}
**TIP:** All users within your organization can see approved State-level plans and all finished Individual/Unit-level plans.
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{% hint style="warning" %}
**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.
{% endhint %}

## Turning Evaluation Off or On

The **Does this plan include evaluation?** answer can be changed after the plan is saved, in either direction.

Turning it **off** asks you to confirm, because it hides the **Situation Assessment** and **Outcomes & Indicators** sections on the plan and on its [action plan reports](/reflect/action-plan-reports.md), and stops requiring them to mark records complete.

{% hint style="info" %}
**TIP:** Your existing evaluation data is kept, not deleted. Turning evaluation back on restores the sections with everything you had already entered.
{% endhint %}

{% hint style="warning" %}
**NOTE:** Turning evaluation back on also asks you to confirm, because it requires those sections again. Action plan reports already marked complete are left as they are — any that were completed without outcome evidence stay complete, so review them if that evidence needs to be recorded.
{% endhint %}