View, filter, edit, export and manage all action plans, including their status, tasks, due dates and change history.
Sections in this article
The Plans tab lists all action plans you have created, and provides options to filter, review, edit, manage, export and delete your plans.
Columns
Plan Name
The name of the plan.
Status
The status of the plan (e.g., Draft, Active, Complete or Overdue).
Tasks
The number of tasks associated with the plan.
Days Active
The number of days the plan has been active (or was active for a completed plan).
Due Date
The due date of the plan.
Filtering Plans
Use the filter drop-down lists at the top of the tab to select criteria for viewing specific action plans.
You can use any combination of filter criteria to isolate the plans you want to view. The following criteria are available:
Plan Status
The status of an action plan (e.g., Draft, Active or Complete).
Topics
The subjects associated with an action plan.
Related Items
The engagement items associated with an action plan.
Report
The survey report associated with an action plan.
Filter criteria currently in use appear below the filter options. Click an item's close symbol (x) to remove it from your current filter, or click Clear All to remove all filter criteria.
You can also use the search field on the right side to locate plans with a specific word or phrase in their title.
Reviewing and Editing Plans
Click an action plan's title to view the details: associated learning topics, engagement items, resources, tasks, issues, notes and change history.
When viewing an action plan's details, use the following subtabs to review and modify the plan:
| Element | Description |
|---|---|
| Overview | Lists the plan's goal, description, topics (employee experience), related items (employee experience), strengths domains (strengths), and attached learning resources (employee experience or strengths). Also allows you to view, add, or remove attached learning resources if viewing an employee experience or strengths plan. |
| Tasks | Lists the plan's active and completed tasks, including any escalated issues. Click a task or issue to view its full details. You can also add a new task or issue, mark a task or issue as complete, or delete one. |
| History | Lists the plan's change history and provides an option to add notes to a plan. |
| Export Plan | Download a PDF version of the plan. |
| Edit Plan | Modify the details of the plan, including adding or removing resources and tasks. Not available for completed plans. |
| Activate Plan | Make the plan active, indicating that you and your team are currently using it. Available only for plans with a Draft status. |
| Mark as Complete | Indicate that you and your team have completed the plan. Available only for plans with an Active or Overdue status. |
| Delete Plan | Permanently remove the plan. |
| Reactivate Plan | Make a completed plan active. Useful if you accidentally marked a plan as complete. |
In addition to these options, you can also click a plan's More Options menu (⁝) on the Plans tab to access options for quickly modifying or exporting a plan.
The following options are available:
| Option | Description |
|---|---|
| View Plan | View the plan's details. |
| Edit Plan | Modify the details of the plan, including adding or removing resources and tasks. Not available for completed plans. |
| Add Task | Create a new task and add it to the plan. |
| Mark as Complete | Indicate that you and your team have completed the plan. Available only for plans with an Active or Overdue status. |
| Reopen | Make a completed plan active. Useful if you accidentally marked a plan as complete. |
| Transfer Plan | Assign the plan to another team leader or team member. |
| Export Plan | Download a PDF version of the plan. |
| Delete | Permanently remove the plan. |
Exporting Plans
- Click Export on the upper-right corner of the Plans tab.
- Use the options in the Download Report window to edit the name of your download and determine which action plans to include.
- Click Create.
- On the Download Report window's Past Reports tab, check an item's status and click its download symbol (
) to save it.
