Create Action Plan Types
Objective
To create action plan types for use in the project's Action Plans tool.
Things to Consider
Required User Permissions:
'Admin' level permissions on the Company level Admin tool
Steps
Navigate to the Company level Admin tool.
Under 'Tool Settings', click Action Plans.
Navigate to the 'Configurations' tab.
Under 'Types', click the text box and enter a name for the type you want to add.
Click +Add to add your new action plan type.
