Action Plans Dashboard Settings (EX)

About Action Plans Dashboard Settings

When you’ve reviewed your dashboard data and noticed areas of your company that can use improvement, you can set up action plans to detail how you’ll improve these areas.

Inside the Action Plans section of your dashboard’s Settings tab, you can customize which items in your data set are available to make action plans for. You can also add additional information and fields that show up when your dashboard viewers are creating action plans.

Action Plan Settings

Action Plans Must Be Approved: When enabled, a manager must approve any action plans that their direct reports create. Manager and direct report relationships are set inside the hierarchy. See our page on the Action Plans for how action plans are created.

Available Fields

You can add additional fields that will appear when creating action plans.

Adding Fields

1. Inside your dashboard, navigate to the Settings tab.
   
2. Select Action Plans.
3. Click Add Field.
4. Click Custom Data Field.
5. Type the name of the field you want to add.
   
6. Select the Field Type. Your options are as follows:
   • Text: A field where the user can type an open-ended response. When used in action plan reporting, acts like an Open Text field.
   • Date: A field where the user can select a date. When used in aggregate reporting, acts like a Date field.
   • Checkbox: A field where users can check the option that applies to them. When used in aggregate reporting, it acts like a Text Set field, except if Multiple Selections is enabled, in which case it acts like a Multi-Answer Text Set.
   • Dropdown: A field where users can select options from a dropdown. When used in aggregate reporting, it acts like a Text Set field, except if Multiple Selections is enabled, in which case it acts like a Multi-Answer Text Set.
7. If you have selected Dropdown or Checkbox, a new window will appear where you can add options for your users to select.
   
8. Click Add to add an option.
9. Type the option’s name.
10. Deselect Display to hide an option without permanently deleting.
11. Select Multiple Selections to allow users to select multiple options.
12. Click Save.

Removing Fields

To remove a field, click the X to the left.

Then, after reading the Warning popup window, select Yes.

Reordering Fields

You can change the order that the fields appear in action plans by clicking the icon and dragging the field.

Tips

Tips are additional information available on your action plans. They can act as directions or as explanations for a given item.

1. Inside your dashboard, navigate to the Settings tab.
   
2. Select Action Plans.
3. Navigate to Action Plan Tips and Available Items.
4. Navigate to the item you would like to add a tip for and select Click to add a tip.
   
5. Type out your message.

Once a tip is created for an item, an icon appears on the action plan widget that dashboard viewers can click on to read the tip.

Adding Hyperlinks to a Tip

1. Highlight the text you want to link out.
   
2. Click the hyperlink icon.
3. Click Change to add a URL.
4. Paste in your URL.
   
5. Click Done.

Highlight a hyperlink and click Remove to remove that link.

Available Items

You can also manage what items from your survey data are available for action planning.

1. Inside your dashboard, navigate to the Settings tab.
   
2. Select Action Plans.
3. Navigate to Action Plan Tips and Available Items.
4. Deselect the boxes next to the items you don’t want to include as actionable items.
   

The items listed under Categories are set up in your Categories section of the Settings tab.

The items under Statements are all the questions collected by your survey and mapped in the Dashboard Data section of the Settings tab.