Salesforce requires users who configure or use Action Plans to have the appropriate Action Plans permission set . Salesforce's Public Sector Action Plans documentation explicitly identifies the required user permission as the Action Plans permission set and directs administrators to assign it through the user's Permission Set Assignments.

The scenario isolates the problem to one newly onboarded inspector while every existing inspector can access the same feature. That strongly indicates a user-specific permission assignment rather than an organization-wide configuration problem. If Person Accounts weren't enabled and were genuinely required, the impact would affect the implementation generally rather than only one inspector.

Likewise, "Enable Notes" isn't the feature permission controlling Action Plans. Action Plans have dedicated access requirements covering objects such as Action Plan, Action Plan Template, Document Checklist Item, and Recurrence Schedule, together with the Action Plans feature permission where appropriate.

A completely disabled Salesforce user would be unable to log in to Salesforce at all, not merely unable to access Action Plans. The wording indicates the inspector is successfully using Salesforce but lacks access to this particular capability.

Therefore, checking and assigning the Action Plans permission set is the precise troubleshooting action.

Study Guide Reference: Public Sector Solution Product Configuration – Action Plans; user access; Action Plans Permission Set; inspection-user configuration.

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