Plans Tab

The Plans tab lists all action plans you have created, and provides options to filter, review, edit, manage, export and delete your plans.

Plans tab

The information on this tab consists of the following 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.

Filter options

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.

Action plan details

When viewing an action plan's details, use the following subtabs to review and modify the plan:

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). If you are viewing an employee experience or strengths plan, this subtab also allows you to view, add or remove attached learning resources.

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 use this subtab to 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.

The following options also appear on the upper-right corner of the page:

Export Plan
Download a PDF version of the plan.

Edit Plan
Modify the details of the plan, including adding or removing resources and tasks. This button is not available for completed plans.

Activate Plan
Make the plan active, indicating that you and your team are currently using it. This button is available only for plans with a Draft status.

Mark as Complete
Indicate that you and your team have completed the plan. This button is available only for plans with an Active or Overdue status.

Delete Plan
Permanently remove the plan.

Reactivate Plan
Make a completed plan active. This is 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.

More Options menu, Plans tab

The following options are available:

View Plan
View the plan's details.

Edit Plan
Modify the details of the plan, including adding or removing resources and tasks. This option is 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. This option is available only for plans with an Active or Overdue status.

Reopen
Make a completed plan active. This is 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

1. Click Export on the upper-right corner of the Plans tab.
2. Use the options in the Download Report window to edit the name of your download and determine which action plans to include.
3. Click Create.
4. On the Download Report window's Past Reports tab, check an item's status and click its download symbol () to save it.

Download Report window

Past Reports tab, Download Report window