Plan State, Archive

Archiving a Plan

You have created a plan awhile back and no longer want it to appear on your active plan list, you can archive the plan.

Step 1:

A.  Click and open the top card for plan.

B.  Once the plan card edit screen appears, navigate to the upper right hand corner, then click the gear 'Options' button

C.  Once the menu drops down, you can choose to 'Archive' the plan to get ride of the plan from appearing in the plans tab, or click 'Delete' to get rid of the plan all together

D.  A confirmation page will appear, click 'Delete' to save your changes

Archive_Plan.PNG

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