Delete Plan

You can delete plans that are no longer in use by your organization, and they'll be deleted from the Business Process Checklist app. You can delete active or inactive plans. When you delete an active plan, the records that were connected with the plan earlier will still have those plans attached to them, but no new plan will be attached to the new records added.

To delete existing Plans, Plan Steps, and Plan Step Actions for both Process and Checklist-Type plans, follow the steps given below:

Delete Plan - Process:

To delete Process-Type plans, plan steps and plan step actions follow the steps given below:

1) Plan

• To delete plans, navigate to Plans --> Select the Existing Plan you want to delete --> Click on the Delete Button.

• Click on 'Delete'.

Note: If a plan is deleted then the associated Plan steps and Plan Step Actions will also be deleted.

2) Plan Step

• To Delete Plan Step, navigate to Manage Steps --> Click on Revise --> Select the Existing Plan Step you want to delete--> Click on the ellipsis --> Click on 'Delete' Button.

• Click on 'Delete'.

Note: If Plan Step is deleted then associated plan step actions are deleted automatically.

3) Plan Step Action

• To Delete Plan Step Action, navigate to Manage Steps --> Click on Revise --> Select the Existing Plan Step Action you want to delete --> Click on the ellipsis --> Click 'Delete'.

In this way Process-Type plan, plan steps and plan step actions that are no longer in use can be deleted.

Delete Plan - Checklist:

To delete Checklist-Type plans and plan steps follow the steps given below:

1) Plan

• To delete plans, navigate to --> Plans --> Select the Existing Plan you want to delete --> Click on the 'Delete' Button.

Note: If a plan is deleted then the associated Plan steps will also be deleted.

2) Plan Step

• To Delete Plan Step, navigate to Manage Steps --> Select the Existing Plan Step you want to delete--> Click on 'Delete' Icon.

In this way, Checklist-Type plans and plan steps that are no longer in use can be deleted.

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