Getting started with your Improve features - For Owners
In this article you will learn about all the features available to you as an Owner.
Working through each of the steps with help you understand how to get set-up and provide a useful overview of owner features.
Mesma has a bank of templates that can be imported from its template bank. When you go to import you will see the templates that relate to your subscription. Follow the steps in this guide to learn how to import an Improve plan template.
Its useful to invite colleagues to collaborate on your Improvement plan. Read this article to find out more.
Congratulations! you are now set up.
Add tasks
Link evidence to your plan
Duplicating a plan
Deleting your plan
Archiving your plan
Change ownership
Copy/Move and Link Data
Working through each of the steps with help you understand how to get set-up and provide a useful overview of owner features.
Improve - your Action plan product
**Step 1 Import your template(s)**
Mesma has a bank of templates that can be imported from its template bank. When you go to import you will see the templates that relate to your subscription. Follow the steps in this guide to learn how to import an Improve plan template.
Step 2 Import an Improve template from the bank of templates you have permission for
**Step 3 Invite your users**
Its useful to invite colleagues to collaborate on your Improvement plan. Read this article to find out more.
Congratulations! you are now set up.
More features...
Add tasks
Link evidence to your plan
Duplicating a plan
Deleting your plan
Archiving your plan
Change ownership
Copy/Move and Link Data
Updated on: 02/07/2024
Thank you!