Edit & Manage Action Plans

As you and your team work through the action planning process, you can easily edit, update, or delete action plans.  

This article walks through:

• Edit or Update an Action Plan
• Delete an Action Plan 

Edit or Update an Action Plan

You can edit an action plan by choosing a different item to focus on (managed surveys only) or modifying your action steps. You can also add progress notes and update an action plan. 

1. Navigate to the Action Planning tool.

From the Actions page:

1. Click the arrow to expand the details for the survey and then click Edit for the action item you want to view. 

From the Program Builder:

1. Click the Ask icon (left menu) and select My Surveys.

2. Click the name of your survey.

3. In the side panel, click View Action Plan.

The View Action Plan screen appears.

From this screen you can view, edit, or delete your action plans. You can also create new action plans or view other people’s action plans (based on your access permissions).

2. Click Edit for the action plan you want to edit.

The action plan opens with the Start/Edit Action Plan tab selected.

3. Make your changes, then click Update (bottom right).

Delete an Action Plan 

If you no longer want an action plan, you can delete it.

1. Navigate to the Action Planning tool.

From the Actions page:

1. Click the arrow to expand the details for the survey and then click Edit for the action item you want to view. 

From the Program Builder:

1. Click the Ask icon (left menu) and select My Surveys.

2. Click the name of your survey.

3. In the side panel, click View Action Plan.

The View Action Plan screen appears.

2. Click Delete for the action plan you want to delete.

A confirmation message appears.

3. Click Okay.