To delete an Action Plan, follow these steps:
Open the Action Plan Details Screen
Click the name of the Action Plan you wish to delete. This will open its details screen.
Click the Options Menu (Three Dots)
In the top-right corner of the screen (just below your name), click the three-dot menu.
Select “Delete”
From the dropdown menu, click Delete. You’ll be asked to confirm your decision. Once confirmed, the Action Plan will be permanently removed.
Note: Deleting an Action Plan will remove all related data and cannot be undone.
Key Terms:
Action Plan, Delete Action, Action Plan Details, Workflow
Applied To:
Admin Users, Standard Users