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Entering and tracking a set of plans

Tracking to whom you have distributed plans

About file and link Attachments on records

Deleting plan records

Note: This functionality is available only if you have the Document Control Module.

To delete a plan record:

  1. Open 6-11-6 Plan Records.
  2. Using the data control, select the record.
  3. On the Edit menu, click Delete Plan Record.