Upload Strategic Plan

Upload an electronic copy of the strategic plan into CalOMS Prevention.

 

1.       Click Planning from the main menu.

2.       Click Upload Strategic Plan from the submenu.

3.       Click Add from the left toolbar.

4.       The Plan Status* automatically defaults to Active.

5.       Enter the Year Plan Was First Developed* as yyyy.

6.       Enter the Year Plan Was Last Updated as yyyy.

7.       Select Yes or No to whether or not the Plan Used SAMHSA’s Strategic Prevention Framework* by clicking in the radio button.

8.       Click the  button to search for the document you wish to insert. 

9.       Type in any additional information regarding the plan in the Notes field.

10.   Click the  button to upload the file to CalOMS Prevention.

a.       A link will appear displaying the file you just uploaded.  Click on the link to open the document to the right of the Uploaded File field.

11.   Click Save.  If you do not want to save any changes, click Cancel.

 

 

Editing the Strategic Plan

1.       Click Planning from the main menu.

2.       Click Upload Strategic Plan from the submenu. 

3.       Click Edit from the left toolbar.

4.       The Strategic Plan will appear in the edit mode.

5.       Make any changes needed to the form.

6.       Click Save.  If you do not want to save any changes, click Cancel.

 

 

Deleting the Strategic Plan

1.       Click Planning from the main menu.

2.       Click Upload Strategic Plan from the submenu. 

3.       Click Delete from the left toolbar.

4.       Click OK when asked “Are you sure you want to permanently delete this record?”.  If you do not want to delete this item, click Cancel.