# 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**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FstudTEARp4YMrsU3XY6s%2FDelete%20plan_1.png?alt=media&#x26;token=db902d86-9e2a-4461-907a-3de30bb5b63a" alt=""><figcaption></figcaption></figure>

* Click on **'Delete'.**

<div align="left"><figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwRb7IDqmbSCN0YW9eJIn%2FDelete%20plan_2.png?alt=media&#x26;token=1ec7a58e-f615-490e-a447-8e92c9634baa" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Note: If a plan is deleted then the associated Plan steps and Plan Step Actions will also be deleted.**
{% endhint %}

### 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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FgetynVwNcd5zCkVpi0Jb%2Fdelete%20plan%20steps.png?alt=media&#x26;token=91e1a48d-aa54-4096-a9ab-bd79270e1db9" alt=""><figcaption></figcaption></figure>

* &#x20;Click on **'Delete'**.

<div align="left"><figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FLngiMHoE2eTKYqUxd6yI%2Fdelete%20plan%20step%20_2.png?alt=media&#x26;token=e254293c-a463-4f5a-aa41-d15bc6fca9ee" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Note: If Plan Step is deleted then associated plan step actions are deleted automatically.**
{% endhint %}

### 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'**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fnhpb6afQLz2hnoeKhzbj%2FDelete%20plan%20step%20actions.png?alt=media&#x26;token=9bfc770d-0313-40ff-9993-24fd281a6a3d" alt=""><figcaption></figcaption></figure>

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**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FAmxnsJHqnVElf9NhXpI9%2Fdelete%20plan_1.png?alt=media&#x26;token=7c90d5f3-93c5-426d-969d-c6f105e4a266" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: If a plan is deleted then the associated Plan steps will also be deleted.**
{% endhint %}

### 2) Plan Step&#x20;

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FKPAsrWiE9pa6IiiEThdQ%2F1.png?alt=media&#x26;token=b0bdcd51-b348-4d6d-bf37-b5927abc0dfc" alt=""><figcaption></figcaption></figure>

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

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}
