Follow the steps below to edit an existing action plan report.
TIP: The red asterisk * next to the heading of a field indicates that the field is required.
1
Navigate to Action Plan Reports
From the PEARS homepage, hover over the Reflect menu and click Action Plan Reports.
2
Select an Action Plan Report
The Action Plan Reports list displays available records. Click the report you want to edit.
3
Click Edit
On the action plan report detail page, click the Edit button.
4
Edit the Action Plan Report
The General Information page loads. Modify the report details as needed across sections including General Information, Custom Data, Situation Updates, and Outcome Evidence.
5
Save
Click Save and Continue to save changes and proceed to the next section, or click Save to save and return to the record detail page.
NOTE: The assigned reporting period and selected Action Plan cannot be changed after the record is created.
NOTE: You may only edit Action Plan Reports you created in the current reporting period, unless you are an editable user or Data Manager. Contact your Data Manager to access records from previous reporting periods. Organization Data Managers are listed in the PEARS Directory.
