Update the Status of an Action Plan

Objective

To update the status of 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.
• Additional Information:
  • A status is applied to the entire action plan, not individual items.
  • 'Status' can only be updated when the action plan is in 'View' mode.

Prerequisites

• Create a Project Level Action Plan
• Optional: Create Action Plan Statuses

Steps

1. Navigate to the project's Action Plans tool.
2. Locate the action plan you want to view and click View.
   Note: Published action plans have a 'View' button. Unpublished action plans have an 'Edit' button.
3. Locate the 'General Information' section.
4. Select the 'Status' from the drop-down list.

A banner appears informing you that the status is updated.

See Also

• Edit an Action Plan