Viewing or editing a plan activity

To access the View or edit page: From the Setup menu, click Plans setup. Select the plan that contains the activity you want to modify from the Action plan name drop-down list box. Select the activity, and then click View or edit activity from the action menu.

You cannot modify activities in the default plans. If you modify a default plan, you will be prompted to save it as a personal plan. Check the info icon at the top of the page to see if you are working in a default or personal plan.

To modify a plan activity

  1. From the View or edit page, modify the activity's details.

  2. Click OK when finished.

  3. If you modified an activity that is part of a default plan, the Save action plan dialog box opens.

  4. Enter a new action plan name, and then click OK.