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Adding an action plan from a template

See how to add an action plan from a template:

1.On the main screen toolbar, click on the arrow located next to the button and click on the Action plan from a template option.

2.On the screen that will be displayed, select the template from which the new action plan will be created and save the selection. To successfully create an action plan, the logged-in user must have the Add control allowed in the security list of the category of the selected template.

3.Once done, the created plan will be displayed in the list of records. Access the action plan data screen to perform the necessary adjustments. Refer to the Editing an action plan section for a detailed description on the other fields of the action plan data screen. Note that the action plan data will be filled according to the settings made in the template from which the plan was created.