How Do I Excuse an Action Plan?
Last updated: November 5, 2026
Required permissions:
No special permission is required to excuse an Action Plan that you created or for which you are the Co-Coach.
The Coaching: All Access permission is required to excuse any user from completing any Action Plan.
Excuse an Action Plan
Excusing an Action Plan releases the employee from completing it, for example when the work no longer applies. You can excuse an employee by using the following steps:
Go to Coach --> Sessions.
Click on the name of the Session that the Action Plan is linked to.
Navigate to the Action Plans tab on the Session page and view the Current Action Plan.
Click on the ellipsis icon and choose Mark As Excused from the menu.
Enter a reason in the Please provide a reason for excusing this session field.
Click on Mark As Excused again to confirm your choice.