Adding or editing an action plan

Use the Policy Management > Resources > Action Plans > Action Plan Details page to create or edit an action plan.

There are several ways to access the Action Plan Details page:

• From the toolbar at the top of the content pane on the Action Plans page, click New.
• From the list on the Action Plans page, click the name of an action plan.
• In the Custom Policy wizard, on the Severity & Action tab, click the New or Edit icon next to the name of an Action Plan.

To create or edit an action plan:

1. Enter or update the Name and Description for the action plan.
2. The remaining options on the page vary based on subscription. See the appropriate section for your subscription:
   • Standard Forcepoint DLP options
   • Forcepoint Data Discovery options
   • Forcepoint Web Security mode
   • Forcepoint Email Security mode