View an Action Plan

Things to Consider

  • Required User Permissions:

    • To view an action plan, 'Read Only' level permissions or higher on the project's Action Plans tool.

    • To view an action plan's Change History, 'Admin' level permissions on the project's Action Plans tool.

  • Additional Information:

    • Items cannot be deleted from the change history.

    • The 'Progress' bar reflects the number of 'Closed' items in the plan.

Prerequisites

Steps

  1. Navigate to the project's Action Plans tool.

  2. Locate the action plan you want to view and click View or Edit.
    Note: Published action plans have a 'View' button. Unpublished action plans have an 'Edit' button.

  3. View the 'General Information' about the action plan.

  4. View the 'Section and Items' details of the action plan.

  5. Optional: Click Change History to view the Change History.

    • The Change History tab logs actions performed within an Action Plan. Every entry records who made the change, the date and time, and details of the modification (including previous and updated values, where applicable).

See Also

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