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Editing an activity applied through a plan

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Written by Alan Baldwin
Updated over 6 months ago

This Guide will show you how to edit an activity applied through a plan. To learn how to edit direct activities, ones created without an associated Plan, Click Here.

From the Plans screen, select the applied plan:-

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Once in the plan, click on View Application in the top right corner:-

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Select a field (edits will need to be done one at a time) and click on Continue:-

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This will load up the activity screen where you will be able to change the details you need.

Once any changes are made clicking the Save button will save the data and take you back to the activity page allowing you to select the next field:-

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