Action Plans

Stay alert! If you don't see any functionality described in the tutorial within the system, don't worry. This is due to your access profile and the plan contracted by your company.

How to create action plans

1. In the sidebar menu, hover over the activities module and click on action plan.

2. Click on + to add.

3.Fill out the form.

4.To create actions for the action plan, click on + add action.

5.Click on the > icon.

6. Fill out the form and press to record.

7. To create more actions, click on + add action.

 

How to edit an action plan

8. Click on the + more icon.

9. Click on to edit.

 

How to delete an action plan

10. Click on the + more icon.

11. Click on delete.