Revise Plan

Business Process Checklist allows you to revise plans once they have been created. Plans can be revised to suit the circumstances of the business process. In Business Process Checklist, you can easily modify existing Plans, Plan Steps, and Plan Step Actions as and when required.

To revise existing published Plans for both Process and Checklist-Type plans, follow the steps given below:

Revise Plan - Process:

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

1) Plan

• To revise existing published plans, navigate to Plans --> Open existing published plan.

• Click on the 'Revise' Button, this will change the plan status to Draft.

Note: Locked Fields can't be edited.

• Make the required changes to the plan --> Click on the ‘Publish’ button.

2) Plan steps

• To Edit Plan Step, navigate to Manage Steps --> Click on the Revise Button.

• Click on the ellipsis --> Click on 'Edit'.

• Make the required changes to the plan step --> Click on the ‘Publish’ Button.

3) Plan Step Action

• To Edit Plan Step Action, navigate to --> Manage Steps --> Click on the ellipsis --> Click on 'Edit'.

• Make the required changes to the Plan Step Action --> Click on the ‘Publish’ Button.

In this way Process-Type plan, plan steps and plan step actions can be revised to suit the business requirement.

Revise Plan - Checklist:

1) Plan

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

• To revise existing published plans, navigate to Plans --> Open existing published plan.

• Click on the 'Revise' Button, this will change the plan status to Draft.

• Make the required changes to the plan --> Click on the ‘Publish’ button.

2) Plan Step

• To Edit Plan Step navigate to --> Manage Steps --> Click on Revise.

• Select the Existing Plan Step you want to edit --> Click on the 'Edit' Icon.

• Make the required changes to the plan step --> Click on the 'Save' Icon.

• Click on ‘Publish’.

In this way Checklist-Type plan and plan steps can be revised to suit the business requirement.

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