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This article will discuss how to Edit existing Goal Plans, as well as how to Delete Goal Plans.


To Edit an existing Goal Plan, first go to the Goal Plan Information page, and then click the “Edit this Goal Plan” link.

You can then Edit the Start Date, End Date, and status of the Goal Plan. To add a new Goal to the Goal Plan click “Save and Configure Goals”, otherwise, click Save and View Goal Plan to save your changes.

To Delete an existing Goal Plan, first go to the Goal Plan Information page, and then click the “Delete this Goal Plan” link.

On the next screen, confirm that you would like to delete the Goal Plan and click Yes, Continue.


Goal Plan Series