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Removing Forms from a Plan

The plan manager or other authorized users can remove forms from a stage in a plan. Forms may be removed because they are deemed unnecessary, or if a form was added in error.

You can only remove optional forms and only for stages that have not yet started.

To remove a form from a plan

  1. Open the Plans register.
  2. Select the appropriate Plan.
  3. Click the Forms page.

    4. The forms being used in the current stage appear. (The stage number is shown in the Summary section of the Main page of the plan.)

  4. Click Edit.

    5. The page enters the edit mode.

  5. Select the check box next to the form to remove.

    6. You can only remove forms that are not marked Required.

  6. Click Remove Line(s).

    7. Proliance removes the form from the current stage of the plan.