In this article
Overview
Action Planner reporting is available on the Summary page. Unless a filter is applied, the Summary page reflects data for action plans tied to all survey projects.
There are nine widgets that display data on the Summary tab:
Welcome: This widget provides a link to helpful resources as you work through the action planning process.
Plan count by status: This widget displays the counts for the total number of action plans and provides counts by plan status.
Action plan framework: This widget provides guidance for working through the action planning process.
What is your team focused on improving?: This widget displays the top 5 items that work units in your area of responsibility are working to improve. The number in the widget represents the number of plans that include the item.
What is your team doing to drive improvement?: This widget displays the 10 suggested actions most frequently added to plans within your area of responsibility. The number in the widget represents the number of plans that include the action.
Action plan status: This widget provides the number of plans in each status.
Upcoming or overdue plans: This widget provides the number of plans that are either already overdue or that are due within the next two weeks (i.e., upcoming). This data highlights whether additional communication is needed regarding action plan expectations and deadlines.
Action plan status by unit and manager: This widget displays the number of action plans in each status, broken out by the organizational hierarchy.
Action plan details: This widget provides details for each plan that has been entered. Most columns can be filtered and sorted.
These widgets can all be exported by clicking on the download button in the top right corner of each widget.
Filtering in Action Planner
The filter panel contains a hierarchy filter. To apply a filter to Action Planner:
Select the hierarchy of interest from the dropdown.
Navigate through the hierarchy and select the unit(s) of focus.
Select Apply.
You can use this filter to toggle between employee and physician hierarchies and to focus on specific units in a hierarchy.
If you would like to view only the plans from your employee projects, select the top node of the employee hierarchy. Selecting the top node of the physician hierarchy will filter to plans associated with your physician projects.
Any filter that is applied will update the data on all Action Planner pages and widgets.