Delete an Action Step from a Safety Plan

An action step addresses the selected safety factors that apply to this case. If an action step was added to a safety plan in error, delete the action step as follows:

  1. From the Home screen, click the Case tab.

  2. Click the Workload tab. The Case Workload screen appears.

  3. Click the ID Number link of the case you want to view. The Case Overview screen appears.

  4. Click the Safety Plan link in the light-blue menu on the left. The Safety Plans Filter Criteria screen appears.

  5. Click the Edit link for the safety plan you want to update. The Maintain Safety Plan Participants screen appears.

  6. Click the Action Steps tab. The Safety Threats and Serious Harm screen appears.

  7. In the Safety Plan Action Steps section, click the Delete link for the action step you want to delete from this safety plan. The system displays a dialog box asking you to confirm the action.

  8. Click the OK button. The action step is removed.

  9. Click the Save button. You are returned to the Safety Plans Filter Criteria screen.