An administrator at a government agency has … and updating the action plan template However…...

In Salesforce Public Sector Solutions, when changes are made to an Action Plan Template, it is crucial to ensure that the updated template is activated for it to be used in generating new action plans. If the generated action plans are still based on the old template, it is likely because the new template has not been activated. Here’s how to resolve this:

Activate the New Action Plan Template:

Navigate to Setup > Object Manager > Action Plan Template.

Find and select the new template.

Ensure that the template status is set to Active. If not, activate it.

Verify Template Assignment:

Ensure that the correct and active Action Plan Template is associated with the relevant processes or inspection types.

By activating the new template, the system will use it for all subsequent action plan generations, ensuring that the latest updates are applied.