Action Plan data elements and screen shots

Action Plan Module
Release 7.6

CDMIS Action Plan User Training Manual – Action Plan

Contents

Contents
Introduction ....................................................................................................................... 3
Action Plan Summary Page ............................................................................................. 4
The Action Plan navigation tree ..................................................................................... 5
SMART Objective .......................................................................................................... 6
Adding a Project Period Objective (PPO) ...................................................................... 7
Editing PPO information................................................................................................. 8
Deleting a PPO.............................................................................................................. 10
Project Period Objective Progress ................................................................................ 11
Adding PPO Progress information............................................................................ 11
Editing PPO progress information ................................................................................ 13
Deleting PPO progress information .............................................................................. 14
Annual Objective Summary........................................................................................... 15
Adding an Annual Objective (AO) ............................................................................... 15
Edit EBI Activities .................................................................................................... 18
Editing an Annual Objective......................................................................................... 22
Important note on editing an Annual Objective ........................................................ 22
Deleting an Annual Objective....................................................................................... 25
Viewing Annual Objective history ............................................................................... 26
Annual Objective Progress............................................................................................. 28
Adding AO Progress information ................................................................................. 28
Editing an Annual Objective progress entry ................................................................. 30
Deleting an Annual Objective progress entry ............................................................... 31
Products ........................................................................................................................... 33
Adding a product........................................................................................................... 33
Editing a product ........................................................................................................... 35
Deleting a product ......................................................................................................... 36

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Introduction

Introduction
An action plan is a comprehensive plan to attain your program's goals. Use the Action
Plan section to manage your programs goals on a yearly basis, track the progress of the
work, and document the results. An action plan consists of Project Period Objectives
(PPOs), Annual Objectives (AOs), Evidence-Based Intervention (EBI) activities,
products and progress information for both the PPO and AO.

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Action Plan Summary Page
The Action Plan Summary page is divided into two sections. The left side contains a
multi-level navigation tree that displays a summarized view of the PPOs and their
associated PPO Progress entries, AOs, AO Progress entries, EBI Activities, and Products.
The right side displays the action plan details and has links to view, add, edit or delete the
various components.

Click to add
a new PPO

Action Plan
details section

Navigation tree

The Action Plan section consists of the following components.
1. Project Period Objective (PPO) – Describes the long term 5-year objective. The
PPO must be added first before any other action plan components can be added.
1.1. Project Period Objective Progress – Used to document the progress made
toward the PPO during the interim or annual reporting period.
1.2. Annual Objective (AO) – Describes the short term annual objective required
to meet the longer term PPO. An Annual Objective must be added before
Annual Objective Progress, Activity, and Product can be added.
1.2.1. Annual Objective Progress – Used to document the progress made
toward the Annual Objective during the interim or annual reporting
period.
1.2.2. Activity – Describes the actual work or action taken to meet the goals
of the Annual Objective.
1.2.3. Products – Tangible output or artifact resulting from an activity.

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Action Plan Summary Page

The Action Plan navigation tree
The tree on the left side of the page displays PPOs that have been entered for the action
plan. For each PPO, the system displays the number of progress entries and also displays
the PPO’s annual objectives. If annual objectives have been entered for the project period
objective, the system displays the annual objective in SMART statement format and
displays the number of progress entries, activities, and products that have been entered
for the AO. To view associated information for a PPO or AO in the right display pane,
click on the PPO or AO.
The navigation tree displays information using the following hierarchy:
Project Period Objective
Progress
Annual Objective
Progress
Activities
Products

Click + or – to
collapse or
expand PPO
components

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The Action Plan Summary pane is located to the right of the navigation tree, and allows
you to work with your PPOs and all the components of the PPO, i.e. AOs, activities,
products, EBIs.

Click to add
a new PPO

Click to view, edit, or
delete a PPO

SMART Objective
When you enter objective information, the system converts information entered into a
SMART format, i.e. Specific, Measurable, Achievable, Relevant, and Time-specific. The
system assists you to make your objectives SMART by dividing the fields for entering
objective information into the components of a SMART objective.
Specific - Identifies a specific event or action that will take place and answers the
question: Is there a description of a precise or specific behavior/outcome which will take
place?
Measurable - A system, method, or procedure that allows the tracking and recording of
the behavior or action upon which the objective is focused and answers the question: Is
there a reliable system in place to measure and quantify progress towards the
achievement of the objective?
Achievable - The objective should be capable of being reached; there is a likelihood of
success but that does not mean easy or simple. The objectives should be agreed to by the
parties involved and answers the question: Can the objective be achieved with a
reasonable amount of effort?
Relevant - The objective relates to and supports the associated program goal and also
represents the most cost effective use of resources (money, staff, time, in-kind, etc.) to
accomplish the associated program goal and answers the questions: Will accomplishing
this objective help to achieve program goals? Is this the best use of our resources to reach
our goals, versus alternative approaches?
Time based - There must be a date for when the objective has to be started and finished
and answers the question: Is there a finish and a start date clearly stated or defined?

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Action Plan Summary Page

Adding a Project Period Objective (PPO)
1. Click the Add PPO button above the navigation tree.
Result: The system displays the fields for adding the PPO in the right display pane.

2. In the Objective ID field, enter an objective ID or number that will be assigned to the
PPO. Maximum text is 15 characters.
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3. In the Priority Area field, select the appropriate priority area(s) from the list.
The selected priority area determines the options that will be displayed in the
Long-Term Outcome Indicator dropdown in the Measurement field. You
cannot edit the Priority Area field if the PPO is associated to an annual
objective.

4. In the Cancer Focus field, select the areas on which the cancer focuses.
5. Complete the Measurement fields as follows:
a. In the Direction of Change field, select the direction of change that will be
measured to indicate if you plan to increase, decrease, or maintain the figure.
b. In the Unit of Measurement field, select the unit of measurement that will be
used to measure the PPO.
c. In the Long Term Outcome Indicator field, select the indicator that will be
used for measuring the Project Period Objective. The long-term outcome
indicators displayed here are determined by the option selected in the Priority
Area field. You cannot edit the Long Term Outcome Indicator field if the PPO
is associated to an annual objective.
d. In the Baseline field, enter the baseline figure for what will be measured in the
text box. Maximum text is 10 numeric digits.
•

If you do not know the baseline, select the Unknown check box. If you
select Unknown, the Baseline field is not required.

e. In the Target field, enter the target figure for what will be measured in the text
box. Maximum text is 10 numeric digits.
6. In the Data Source field, select the desired data source from the list. The list of data
sources is based on the selections made in the Planning Tab – Data Sources section. If
the data source is not in included in the list, select Other, and enter it in the Other text
box. Maximum text for the Other field is 50 characters, about 10 words.
7. In the Related Program field, enter the program related to the project period
objective. Maximum text is 2000 characters, about 400 words.
8. In the Timeframe field, notice the start date and the end date for the PPO. The
timeframe displayed defaults to the FOA project period.
9. Click Save to save the information entered.
Result: The system saves the PPO information. If any fields on the page are
incomplete or invalid when you click Save, the system displays an error. Correct all
errors and click Save again

Editing PPO information
1. On the navigation tree, select the PPO that you want to edit.
Result: The system displays the details for the selected PPO in the right display pane.

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Action Plan Summary Page

Click to edit PPO

2. Click the edit link on the same row as the PPO that you want to edit.
Result: The system displays the Edit Project Period Objective section in the right
display pane.

•

The page for entering initial PPO information and modifying existing are
identical. The only difference is that the Edit page displays the existing
information for the PPO while the fields in the page for entering initial

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information are blank.
When editing a PPO, if the PPO is associated to an annual objective, the Priority
Area, Cancer Focus, and Long-Term Outcome Indicator fields are disabled.

3. Modify the fields as necessary.
4. In the Describe Revisions field, enter notes or comments for the revision.
5. Click the Save button to save the information.
Result: The system saves the modified information. If any fields on the page are
incomplete or invalid when you click Save, the system displays an error. Correct all
invalid fields and click Save again.

Deleting a PPO
1.

On the navigation tree, select the PPO that you want to delete.
Result: The system displays the Project Period Objective Summary in the right
display pane.

Click to delete a
PPO

2. Click the delete link for the PPO.
Result: The system displays a message asking you to confirm the delete action.

3. Click the OK button to confirm your decision to delete the PPO.
Result: The system deletes the PPO.
•
•
•

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A PPO with associated progress and annual objective information cannot be deleted.
You must first delete the associated information before you can delete the PPO.
Once a PPO is deleted it is no longer available in the system.
If a PPO which is assigned to action plan activities is deleted, the PPO will be

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Action Plan Summary Page

removed from that action plan activity as well.

Project Period Objective Progress
The Project Period Objective Progress section allows you to track and record the progress
of the PPO.

Adding PPO Progress information
1. On the navigation tree, select the PPO to which you want to add a progress entry.
Result: The system displays the PPO Summary in the right display pane.

Click to add a
PPO progress
entry

2. Click the add link in the Project Period Objective Progress section.
Result: The system displays the Add Project Period Objective Progress section in the
right display pane. Notice that the system displays the related PPO in the Related

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Project Period Objective field in SMART format.

3. Inspect the PPO displayed in the Related Project Period Objective field to ensure that
it is the right PPO to which you want a progress entry.
4. Inspect the period displayed in the Progress Period field to ensure that it is the right
period for the progress entry.
5. In the Objective's Target Met field, indicate if the project period objective's target has
been met, not met, or still ongoing by selecting Yes, No, or Ongoing.
6. In the Current Measurement field, enter the current measurement used for the
progress information. Maximum text is 10 numeric digits. If you do not know the
current measurement, select the Unknown check box. If you select Unknown, the
Current Measurement field is not required.
7. In the Describe Progress field, enter a description for the PPO progress. Maximum
text is 5000 characters, about 1000 words.
8. In the Facilitating Factors of Success field, describe the factors that will facilitate the
success of the PPO. Maximum text is 5000 characters, about 1000 words.
9. In the Barriers/Issues Encountered field, describe the barriers or issues encountered
in the process of achieving success. Maximum text is 5000 characters, about 1000
words.

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Action Plan Summary Page

10. In the Plans to Overcome Barriers/Issues Encountered field, describe the plans or
strategy that you will use to overcome the barriers or issues encountered. Maximum
text is 5000 characters, about 1000 words.
11. In the Unanticipated Outcomes Resulting from the field, describe any unanticipated
outcomes that have resulted from the project period objective. Maximum text is 5000
characters, about 1000 words.
12. Click the Save button to save the information.
Result: The system saves the modified information. If any fields are incomplete or
invalid when you click Save, the system displays an error. Correct all invalid fields
and click Save again.

Editing PPO progress information
1.

On the navigation tree, select the PPO for which you want to edit a progress entry.
Result: The system displays the Project Period Objective Summary in the right
display pane.

Click to edit a
PPO progress

2. On the Action Plan Summary page, click the edit link on the same row as the PPO
progress entry to edit.
Result: The system displays the Edit Project Period Objective section in right display
pane.

•

The page for entering initial PPO progress information and modifying existing
information are identical. The only difference is that the Edit page displays the
existing PPO progress information, while the fields in the page for entering initial

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information are blank.

3. Modify the fields as necessary.
4. Click the Save button to save the information.
Result: The system saves the modified information. If any fields on the page are
incomplete or invalid when you click Save, the system displays an error. Correct all
invalid fields and click Save again.

Deleting PPO progress information
1. Click the Action Plan tab.
Result: The system displays the Action Plan Summary page.

Click to delete
PPO progress
entry.

2. Click the delete link for the progress entry.
Result: The system displays a confirmation message asking you to confirm the delete
action.

3. Click the Yes button to confirm your decision to delete the PPO progress entry.
Result: The system deletes the PPO progress entry.

•

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Once a PPO progress entry is deleted, it is no longer available in the system.

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Annual Objective Summary

Annual Objective Summary
The Annual Objective Summary section displays the annual objective information and
associated progress information, activities, and products, and allows you add, edit, and
delete the information.

Adding an Annual Objective (AO)
1. On the navigation tree, click the PPO for which you want to add the AO.
Result: The system displays the Project Period Objective Summary in the right
display pane. The related PPO is displayed at the top of the page.

Click to add a
new AO.

2. Click the add link in the Annual Objective section.
Result: The system displays the Add Annual Objective page.

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Annual Objective Summary

3. In the Objective ID field, enter an objective ID or number that will be assigned to the
AO. Maximum text is 15 characters.
4. In the Population Focus field, select the type of population on which the AO focuses.
You can select General Population as a whole or select Specific Population and then
specify the population by selecting all that apply.
5. In the Scope field, select the scope for the annual objective.
6. In the Level of Change field, In the Level of Change field, select the level of change
that will be addressed by the AO. If the level of change is not in included in the list,
enter the information in the Other text box. Maximum text for the Other field is 100
characters, about 20 words.
7. In the Type of Change field, select the type of change that will be addressed by the
AO. If the type of change selected is Policy, the system displays more options to
choose from.
8. In the Setting Field, select the setting for the annual objective from the list. If the
desired setting is not included in the list, select Other (specify), and enter it in the
Other text box. Maximum text for the Other field is 100 characters, about 20 words.
9. Complete the fields in the Measurement section as follows:
a. In the Direction of Change field, select the direction of change that will be
measured and indicate if you plan to increase, decrease, or maintain the
objective.
b. In the Unit of Measurement field, select the unit of measurement that will
be used to measure the annual objective.
c. In the Short Term Indicator field, select the short-term indicator that will
be measured in the annual objective.
d. In the Baseline field, enter the baseline figure for what will be measured in
the text box. Maximum text is 20 numeric digits. If you do not know the
baseline, select the Unknown check box. If you select Unknown, the
Baseline field is not required.
e. In the Target field, enter the target figure for what will be measured in the
text box. Maximum text is 20 numeric digits.
10. In the Data Source field, select the desired data source from the list. If the desired
data source is not in included in the list, select Other (specify), and enter it in the
Other text box. Maximum text for the Other field is 100 characters, about 20 words.
11. In the Strategy field, select the strategy or strategies related to the annual objective.
12. In the Evidence-Based Intervention field, select the Evidence-Based Intervention
(EBI) option that is associated with the selected strategy.
You must enter at least three (3) Evidence-Based Interventions (EBIs) and each EBI must
have activities that align with the five (5) funding opportunity announcement (FOA)
strategies (Program Collaboration, External Partnerships, Cancer Data and Surveillance,
Implementation of EBIs, and Program Monitoring and Evaluation).

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13. In the EBI ID field, assign an EBI ID or number to the Evidence-Based Intervention.
Maximum text is 15 characters.
14. Click the Add button to add the EBI information to the AO.

The Delete link is
available only
before you click
Save.

•
•

You must click the Add button after entering EBI information. If you do not
click the Add button, the system will not save the EBI information.
After adding an EBI, you can delete the EBI only if you have not saved the AO.
Once you save the AO, you can no longer edit or delete the EBI, you can only
edit the EBI's activities that align with the FOA strategies. However, you can
delete the AO and start over.

15. Click Save to save the information entered.
Result: The system saves the AO information. If any fields on the page are
incomplete or invalid when you click Save, the system displays an error. Correct all
errors and click Save again.

Edit EBI Activities
You must enter at least three (3) Evidence-Based Interventions (EBIs) and each EBI
must have activities that align with the five (5) funding opportunity announcement
(FOA) strategies (Program Collaboration, External Partnerships, Cancer Data and
Surveillance, Implementation of EBIs, and Program Monitoring and Evaluation).

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Annual Objective Summary

When editing EBI activities, the system displays the Related Annual Objective,
Evidence-Based Intervention, Activity ID, and Activity Title for the EBI.

Click here to edit
an EBI activity.

To edit EBI activity:
1. Under the Evidence-Based Intervention section, click the edit link for the EBI
activity that you want to edit. The system displays details of the activity.

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Annual Objective Summary

2. In the Briefly describe how your program will collaborate across NBCCEDP,
National Program of Cancer Registries(NPCR), and other chronic disease
prevention and health promotion programs to implement the selected EBI field
under the Key Contributing Partners field, enter a description of how your
program will collaborate across NPCR and other programs to effectively
implement the EBI. Maximum is 2000 characters, about 400 words.
This field displays differently depending on the activity being edited. The pages for
entering EBI activities that align with the five FOA strategies are identical. The
difference is that the description field is specific to each activity. The different fields
displayed are listed below.
•

•

•

•
•

Activity 1: Program Collaboration: Briefly describe how your program
will collaborate across NBCCEDP, National Program of Cancer Registries
(NPCR), and other chronic disease prevention and health promotion
programs to implement the selected EBI.
Activity 2: External Partnerships: Briefly describe how your program will
convene, support, and sustain partnerships necessary to implement the
selected EBI.
Activity 3: Cancer Data and Surveillance: Briefly describe how your
program will use cancer risk factor and surveillance data to identify priorities
and set baselines and targets specific to the selected EBI.
Activity 4: Implementation of EBIs: Briefly describe key steps necessary to
implement the selected EBI.
Activity 5: Program Monitoring and Evaluation: Briefly describe how
your program will monitor the implementation of the selected EBI, including
any quality improvement or evaluation efforts.

3. In the Lead Personnel Assigned field under the Key Contributing
Contracts/Consultants Assigned field, select the lead personnel for this activity
from the list of active personnel displayed in the list. The personnel listed in this
list are from the active personnel in the Resources section. Any changes to
personnel will be reflected in this section.
4. In the Key Contributing Partners field, select the partners assigned to this activity
from the Partners list. The partners listed are pulled from the partners you entered
in the Resources section. Any changes to partners will be reflected in this section.
If no contributing partners have been assigned to this activity, select the No
Partners Assigned check box. Select at least one Implementation Workgroup for
each partner selected for an activity. If this information is not applicable, select
the Not Applicable check box
5. Click the Add button to add the Partner and Implementation Workgroups
information.
You must click the Add button after entering Partner information. If you do not click
the Add button, the system will not save the Partner information.

6. In the Key Contributing Contracts/Consultants field, select the contracts or
consultants assigned to this activity from the Available list and move them to the

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Selected list. Any number of contracts/consultants can be selected. The
contracts/consultants listed in this section are pulled from the
contracts/consultants you entered in the Resources section. Any changes to
contracts/consultants will be reflected in this section. If no contributing
contracts/consultants have been assigned to this activity, select the No
Contracts/Consultants assigned check box.
7. In the Timeframe field, select the time frame of initiation for the activity from the
drop-down lists. In the Start Date drop-down field, select the quarter and year that
starts the time frame of initiation for the activity from the drop-down list. In the
End Date drop-down field, select the quarter and year that ends the time frame of
the activity from the drop-down list.
8. Click Save to save the information you entered. The system saves the EBI activity
and returns you to the Annual Objective Summary page.

Editing an Annual Objective
Important note on editing an Annual Objective
If you have to change one of the AO components listed below or other similar
components, then you are most likely changing the original intent of the AO. it is
recommended that you create a new AO instead of editing an existing one.
• Settings
• Target Population
• Intervention
• Reach

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•
•
•
•
•

Annual Objective Summary

Geographic area
Organization Type
Unit of Measurement
Direction of Change
What will be measured
If you have to change information such as the setting, geographic area, etc. for
an AO, add a new one.

1. On the navigation tree, select the AO that you want to edit.
Result: The system displays the AO details in the right display pane.

Click to edit an
AO

•

The page for entering initial AO information and modifying existing information
are identical. The only difference is that the Edit page displays the existing AO
progress information, while the fields in the page for entering initial information
are blank.

2. Click the edit link for the AO.
Result: The system displays a pop-up window asking you to confirm that you do

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indeed want to change the AO.

3. Click Continue to proceed and edit the AO.
4. Modify the fields as necessary.
5. In the Describe Revisions field, enter notes or comments for the revision. Maximum
text is 2000 characters, about 400 words.
6. Click the Save button to save the information.
Result: The system saves the modified information. If any fields on the page are
incomplete or invalid when you click Save, the system displays an error. Correct all
invalid fields and click Save again.

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Annual Objective Summary

Deleting an Annual Objective
1. On the navigation tree, select the AO that you want to delete.
Result: The system displays AO details in the right display pane.

Click to delete an
AO

2. Click the delete link for the AO.
3. Click the OK button to confirm your decision to delete the AO.
Result: The system deletes the AO.
•
•
•

An AO with associated progress information, activities, and products cannot be
deleted. You must first delete associated information before you can delete the AO.
Once an AO is deleted, it is no longer available in the system.
If you delete an AO, all existing associations to EBIs and activities will also be
deleted.

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Viewing Annual Objective history
You can view the details of changes that have been made to an AO by clicking the View
History link when viewing or editing the AO.
1. On the navigation tree, select the AO for which you want to view historical
information.
Result: The system displays AO details in the right display pane.

Click to view AO
information

2. Click the view link for the AO.
Result: The system displays the View Annual Objective section.

Click to view AO
history

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Annual Objective Summary

3. Click the View History link.
Result: The system displays the View Objective History pop-up window.

The following information is displayed in the section.
This column displays the date a change was made to AO.
This column displays the name of the user who made the
change to the AO.
This column displays the description of the change that was
Explanation
made to the AO.
4. After viewing objective history, click the Close button.
Result: The system closes the View Objective History pop-up window and returns to
the Annual Objective Summary.
Date of change
Updated by

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Annual Objective Progress
The Annual Objective Progress section allows you to track and record progress
information for an AO.

Adding AO Progress information
1. On the navigation tree, select the AO for which you want to add a progress entry.
Result: The system displays the AO details in the right display pane.

Click to add AO
progress
information.

2. Click the add link in the Progress section.
Result: The system displays the Add Annual Objective Progress section in the right
display pane. Notice that the system displays the related AO in the Related Annual
Objective field in SMART
format.

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Annual Objective Progress

3. In the Objective's Target Met field, indicate by selecting Yes, No, or Ongoing if the
annual objective's target has been met, not met, or still ongoing.
4. In the Current Measurement field, enter the current measurement used for the
progress information. Maximum text is 10 numeric digits. If you do not know the
current measurement, select the Unknown check box. If you select Unknown, the
Current Measurement field is not required.
5. In the Describe Progress field, enter a description for the annual objective progress.
Maximum text is 5000 characters, about 1000 words.
6. In the Describe specific partner contributions including activities that supported this
progress field, describe how the partner's contributions have supported the annual
objective's progress. Be sure to include activities. Maximum text is 5000 characters,
about 1000 words.
7. In the Facilitating Factors of Success field, describe the factors that will facilitate the
success of the annual objective. Maximum text is 5000 characters, about 1000 words.
8. In the Barriers/Issues Encountered field, describe the barriers or issues encountered
in the process of achieving success. Maximum text is 5000 characters, about 1000
words.
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9. In the Plans to Overcome Barriers/Issues Encountered field, describe the plans or
strategy that you will use to overcome the barriers or issues encountered. Maximum
text is 5000 characters, about 1000 words.
10. In the Unanticipated Outcomes Resulting from the field, describe any unanticipated
outcomes that have resulted from the project period objective. Maximum text is 5000
characters, about 1000 words.
11. Click the Save button to save the information.
Result: The system saves the progress. If any fields are incomplete or invalid when
you click Save, the system displays an error. Correct all invalid fields and click Save
again.

Editing an Annual Objective progress entry
1. On the navigation tree, select the AO for which you want to edit a progress entry.

Result: The system displays the AO details in the right display pane.

Click to edit AO
progress entry

2. Click the edit link on the same row as the AO progress information to edit.
Result: The system displays the Edit Annual Objective Progress section in the right
display pane.

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•

Annual Objective Progress

The page for entering initial AO progress information and modifying existing
information are identical. The only difference is that the Edit page displays the
existing PPO progress information, while the fields in the page for entering initial
information are blank.

3. Modify the fields as necessary.
4. Click the Save button to save the information.
Result: The system saves the modified information. If any fields on the page are
incomplete or invalid when you click Save, the system displays an error. Correct all
invalid fields and click Save again.

Deleting an Annual Objective progress entry
1.

On the navigation tree, select the AO for which you want to delete a progress entry.
Result: The system displays the AO details in the right display pane.

Click to delete AO
progress entry

2. Click the delete link for the progress entry.
Result: The system displays a confirmation message.
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3. Click the Yes button to confirm your decision to delete the AO progress entry.
Result: The system deletes the AO progress entry.

•

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Once an AO progress entry is deleted, it is no longer available in the system.

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Products

Products
Products are any outputs created as a result of performing or achieving an objective.
Products may include journal articles, policy documents, survey instruments, etc.

Adding a product
1. On the navigation tree, click the AO for which you want to add a product.
Result: The system displays the AO details in the right display pane.

Click to add a
new product

2. Click the add link in the Products section.
Result: The system displays the Add Annual Objective Products section in the right
display pane. Notice that the system displays the related AO in the Related Annual
Objective field in SMART format.

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3. In the Product Title field, enter a descriptive title for the product. Maximum is 200
characters, about 40 words.
4. In the Product Description field, enter a description for the product. Maximum is
1500 characters, about 300 words.
5. In the Product Type field, select a product type from the drop-down list. If the
product type is not in included in the list, select Other (specify), and enter it in the
Other text box. Maximum text for the Other field is 100 characters, about 20 words.
6. In the Attachment field, click Browse to navigate to the location where the document
is saved, and select the document.
•

To edit an attached file, you should edit the copy of the file on your computer,
then you must delete the attached file and then upload it again.

7. Click the Save button.
Result: The system adds the product. If any fields on the page are incomplete or
invalid when you click Save, the system displays an error. Correct all invalid fields
and click Save again

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Products

Editing a product
1. On the navigation tree, select the AO for which you want to edit the product.
Result: The system displays the AO details in the right display pane.

Click to edit a
product

•

The page for entering initial product information and modifying existing
information are identical. The only difference is that the Edit page displays the
existing product information, while the fields in the page for entering initial
information are blank.

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CDMIS User Training Manual – Action Plan

2. Click the edit link for the product.
Result: The system displays Edit Annual Object Product page.

3. Modify the fields as necessary.
4. Click the Save button to save the information.
Result: The system saves the modified information. If any fields on the page are
incomplete or invalid when you click Save, the system displays an error. Correct all
invalid fields and click Save again.

Deleting a product
1. On the navigation tree, select the AO for which you want to delete the activity.
Result: The system displays the AO details in the right display pane.

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CDMIS User Training Manual – Action Plan

Products

Click to delete a
product

2. Click the delete link for the product.
Result: The system displays a confirmation message.

3. Click the OK button to confirm your decision to delete the product.
Result: The system deletes the product.

•

Once a product is deleted it is no longer available in the system

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