Creating Action Plans (EX)

Creating Action Plans

1. Go to Action Plans.
   
   Qtip: No Action Plans link in the upper-right? You may not have access to action planning, or you may be on a dashboard that’s using an older version of action planning. Talk to your Brand Administrator about your permissions, or check out Adding an Action Plan on the Action Planning Editor Widget page.
2. Click Action Plan.
   
3. Select if there’s a Survey Question the plan should be linked to, a Category, or None.
   
4. If you selected Survey Question or Category, select the specific field the plan should be based off of.
   Qtip: For now, only one of these can be selected, and it cannot be changed later.
5. Click Create Action Plan.
   Qtip: If you chose a question or category with Specific Guidance filled out, you will see guidance in the action plan, including suggested tasks and resource links. Managers can edit these suggested tasks, title, and description after they create the action plan.
6. Click the title to name the action plan.
   
7. Click Not Started to change the action plan’s status. You can set a status label (Not started, On Hold, In Progress, Complete, Canceled) and add a percentage complete.
8. Click Add Date to open a calendar and set the date the action plan should be completed by.
9. Hover over an owner and click the minus sign ( – ) to remove the owner, or click the plus sign ( + ) to add more owners.
10. Hover over a hierarchy and click the minus sign ( – ) to remove the hierarchy unit, or click the plus sign ( + ) to add more hierarchy units.
11. Any additional custom fields you added will show here.
12. Click Create Action to add a subtask to your action plan. Tasks have the following fields:
    • Status
    • Description
    • Due Date
    • Owner
    Qtip: If you don’t need this task, click the dots to select the Delete action option.
    
13. Type a comment and click Add.

Adding Action Plans from Focus Areas

If you have set up a focus areas widget in your dashboard, you can create action plans from the focus areas you are most worried about.

1. Click the focus area you’re interested in.
   
2. Click Improve.
   Qtip: Gold / orange areas are where your team or group has scored lower than the rest of the company.
3. Click Create action plan.
   
4. Fill out the fields of the action plan, as described above. Note that the area of focus tagged to the action plan is the same as the area you took action on from the Focus Areas widget.
   

Adding Action Plans from Other Widgets

Question List widgets and Scorecard widgets can have an Add button on each row of the widget under the Action Planning column. You can click this button to create an action plan, which you can then open in the Action Plans page.

Viewing Actions Plans

You can find guided action plans by clicking Action Plans in the upper-right of the dashboard.

Once inside, you can filter action plans by the hierarchy (1) and choose to view by units or by direct reports (2). When you filter by hierarchy, you will see any action plans that had the org hierarchy added to it. When filtering by unit or direct report, you’ll see action plans broken out by org hierarchy unit, or by your direct reports.