Action Plans

Important

Permissions

What granular permissions are available for the project's Action Plans tool?

Action	Read Only	Standard	Notes
Add Records to Action Plan Items Web iOS Android	Add Records OR Create and Edit Action Plan		You must also have permissions to view the item in the respective tool.
Approve an Action Plan to be Performed Web iOS Android	Sign as Action Plan Approver
Approve an Action Plan to be Performed on Behalf of Another User Web iOS Android	Sign as Action Plan Approver for Users within the Same Company	Sign as Action Plan Approver for Users within the Same Company
Create an Action Plan Web	Create and Edit Action Plan	Create and Edit Action Plan	The granular permission also allows users to add records, edit line item statuses, and edit item notes.
Create and Edit a Project Level Action Plan Template Web	Create and Edit Project Templates	Create and Edit Project Templates
Delete an Action Plan Web	Delete Action Plan	Delete Action Plan
Edit Item Notes Web iOS Android	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.
Edit Action Plan Item Status Web iOS Android	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.
Edit an Action Plan Web	Create and Edit Action Plan	Create and Edit Action Plan
Configure Action Plans Notifications Web	Edit Notifications	Edit notifications
Export an Action Plan Web
Perform an Action Plan Web iOS Android			This action involves many sub actions. See the required permissions for the following actions: Add Records Request Records in Published Plans Edit Action Plan Item Notes Edit Action Plan Item Status Sign for Action Plan Items
Sign an Action Plan Item for Items Assigned to You Web iOS Android	Sign as Action Plan Assignee
Sign an Action Plan Item for Any User Web iOS Android	Sign as Action Plan Assignee for Any User	Sign as Action Plan Assignee for Any User
Sign an Action Plan Item for Users within the Same Company Web iOS Android	Sign as Action Plan Assignee for Users within the Same Company	Sign as Action Plan Assignee for Users within the Same Company
Remove Records from Items Web iOS Android	Remove Records
Request Records in Published Plans Web iOS Android	Add Record Requests to Published Plans as Assignee		Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.
Search for and Filter Action Plans Web iOS Android
Sign a Completed Action Plan as Yourself Web iOS Android	Sign as Completed Action Plan Receiver
Sign a Completed Action Plan for Another User within the Same Company Web iOS Android	Sign as Completed Action Plan Receiver for Users within the Same Company	Sign as Completed Action Plan Receiver for Users within the Same Company
View an Action Plan Web iOS Android