Making a Plan Inactive
When a Plan is closing, you have the option of marking it as inactive.
From the relevant plan:
Select Plan Details from under the Details tab
Go to the field 'Select a Plan Status' and choose Inactive from the dropdown

Select an inactive reason from the dropdown
Input the inactive date

Scroll down and hit save

Once saved, you'll see the status icon by the plan title update to a grey inactive icon:

From the relevant plan:
Select Plan Details from under the Details tab
Go to the field 'Select a Plan Status' and choose Inactive from the dropdown

Select an inactive reason from the dropdown
Input the inactive date

Scroll down and hit save

Once saved, you'll see the status icon by the plan title update to a grey inactive icon:

Updated on: 11/02/2025
Thank you!