Navigating Action Planner

This resource will help you navigate and understand centralized Action Planner.

Action Plans page

The Action Plans page provides high-level information regarding the number of action plans to which you have access as either an owner or collaborator. You can also view plans based on your hierarchy access (i.e., you can view the action plans of any leader who rolls up under you).

Beneath this Summary widget is a list of all the action plans to which you have access.

This list includes the following columns of information:

• Id: Plan ID number

• Cascade: Displays ‘Yes’ if the plan has been cascaded. Can be filtered.

• Name: Name of action plan

• Status: Status of the action plan (In Progress, Closed, or Cancelled). Can be filtered.

• Owner: You will automatically be assigned as the owner of your plan. Owners can add collaborators to the plan and make modifications to any plan they own, including adding actions either from scratch or from the repository.

• Collaborators: End users can be invited as a collaborator to a specific Action Plan.  In this case, they can make modifications to that specific plan, including adding actions either from scratch or from the repository.

The far-right side of the table contains options for what you can do with existing plans:

• Clicking on the edit button opens the plan and allows you to edit it. You can also open the plan by clicking on the plan name.

• Clicking on the copy button allows you to duplicate an Action Plan. Duplicating a plan creates an identical copy that you may edit as needed. For example, you can copy a plan from a previous survey and assign it to the latest survey or assign it to a different node in the hierarchy.

• Clicking on the three dots provides you with the option to cascade or delete the plan.

Sorting and Searching

Sort by column headers or use the Search feature to search for key words.

Viewing Action Plan details

To view detailed information about an action plan, click on the name of the action plan or the edit button.

1 Details Button

Clicking the Details button provides:

• Created Date

• Source (which survey the plan is tied to, if any)

• Item

• Start Date

• Due Date

2 Status Button

Clicking the Status button (labeled In Progress in the image) lets you change the plan’s status to In Progress, Closed, or Cancelled.

3 Edit Settings

Clicking the Edit Settings button allows you to duplicate or delete the plan.

4 Edit Owner/Collaborators

You can edit the Owner or Collaborators by clicking the respective Edit links next to each name.

Actions

The Actions widget displays the actions that have been added to the plan at the top. As an owner or collaborator of the action plan, you can leave a comment on the action or ‘like’ the action by clicking on the thumbs up button. Clicking on the three dots gives you the option to assign an owner to the action, edit the action, mark the action as complete, view the history of the action, or delete the action. You can also choose to sort the actions by newest or by not completed.

Adding actions to a plan

There are two types of actions you can add to a plan in the Actions widget.

1. To add an action from scratch, click on the Add Action button. Complete the required fields and click on the Add button.

   

2. Underneath the actions that have already been added to the plan are recommended actions from the best practices repository. These actions can be added to the plan by clicking on the Add button. The recommended actions can also be hidden.

   

Commenting on a plan

In addition to commenting on individual actions, owners and collaborators can comment on the entire plan in the Notes widget. Once added, comments will display with a date stamp.