In this section you will learn how to efficiently manage Action Plans within the system. From creating new Action Plans to submitting them for approval and updating action statuses, we will walk you through the essential steps involved in overseeing and executing Actionable Insights.

How to Create an Action Plan

1. Navigate to the main menu and open the Actionable Insights > Action Plans folders.

2. Select the Create New Action Plan icon to initiate a new Action Plan.

   Open

   

You must provide a Type and Label for your new action plan.

See Screenshot:

Open

In this case, the label will substitute the name of the action plan

A confirmation message is displayed.

3. Add an existing Watcher to your action plan and Submit it for further approval.

When you click on an existing action plan, the system opens the Draft Action Plan with the watcher assigned and conditions for the actions.

4. Click on the Action Group tab to display the list of individual actions assigned to the watcher based on the existing conditions. The tab is located under the header to the right of the Summary tab.

5. Use the green/red  symbols to complete/reject actions. These are available at the end of each Action and they resemble a check mark or an x

6. Click on each action number to review additional action details.

12. Update the action status after reviewing the action details by using available icons at the top-right corner. These buttons are: mark as done, block, postpone, and reject.

13. Submit the Action Plan for approval. Use the Submit button in blue.

The action plan status changed to approved. See the status next to the Action Plan name.