Edit or delete an assignment

Edit an assignment

1. 1
   Open the activity details

   Select the activity card in the client’s improvement plan.

2. 2
   Choose Edit

   Update the description and due date or recurrence.

3. 3
   Save and confirm

   Check the updated details in the plan and discuss material changes with the client.

Delete an assignment

Open the activity details and choose Delete. Confirm the warning only after checking that the assignment is the correct one and no required record will be lost.

When controls are limited

Completed or otherwise finalized assignments may have limited edit or delete options. Use a new assignment or the organization’s correction process instead of changing completed work.