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Action Plans Permissions

Updated over 5 months ago

The permissions below apply to how users have the ability to interact and use the Action Plans in the system.

'Uncheck steps' if checked, allows the user to deselect Action Plan steps from being triggered before pressing "Start Plan".

'Update template' if checked, allows the user to edit a letter, task or email template before saving the Action plan. Found by clicking on the Action Plan step name,

Please note this updated template does not save as the new template for the original template in Action Plan settings.

'Maintain staff action plans' if checked, allows the user to set up and manage their own action plans in My Settings


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