How to access older plans (active vs. inactive plans)


1. Introduction

To quickly view inactive plans...

Introduction

2. Top navigation bar

Go to the top navigation bar in the Strategy application

 Top navigation bar

3. Inactive Plans

Select the Inactive Plans drop-down menu

Inactive Plans

4. Click "Manage"

You can also view inactive plans by selecting Manage in the top navigation bar.

Click 'Manage'

5. Manage page

On the Manage page, a list of all plans for the organization will be listed under the All Plans section. The Plan Status column indicates whether a plan is active or inactive. Only administrators can edit an inactive plan. Administrators and editors can edit active plans. Only one plan can be active at a time

Manage page

This guide covered the steps to How to access older plans (active vs. inactive plans) in Causey.

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