This article will go over making changes to an ISP, Assessment or any Custom Form entry.
In this example, we will look at Albina Walter's ISP plan. This ISP has already been created and published, but now we want to make changes.
In the screenshot below, you will see a published version of a plan.
Select 'Actions' and Create New Version to update, edit, or change the plan. This will add a new revision to the plan.
The popup below will appear when you select 'Create New Version'. You will be presented with two options: Revision and Redetermination. Revision will keep the same span dates for the individual, but increase the revision number by 1. Redetermination will change the span date, increasing both the start and end dates by a year, and change the Revision Number to 0. Both a revision and redetermination will start with where you left off.
We can now edit the form. Whether you selected Revision or Redetermination, you can make changes to the Revision Number, Span Dates, and Plan Type if you'd like.
Once you have made the changes you want to the plan, go to the Actions button and select Publish in the top right corner of the screen.
The popup below will appear. You can add a note if you want for more description, then select Publish.
The changes are live for the plan and are ready to go. You can also view the revision history of the plan as well.