Perform an Action Plan
Objective
To perform an action plan that was created and published in the project's Action Plans tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Action Plans tool.
OR - 'Read Only' or 'Standard' level permissions with additional granular permissions. See Permissions.
- 'Admin' level permissions on the project's Action Plans tool.
- Limitations:
- The action plan cannot be performed while it is in 'Edit' mode.
- Meetings added as references are not currently available to view on mobile.
- Mobile users cannot currently see if Meetings are requested as records.
Prerequisites
Steps
- Navigate to the project's Action Plans tool.
- Click View next to the action plan you want to perform.
Note: If the 'View' button is not clickable, the action plan is in 'Edit' mode and can only be accessed by users with 'Admin' level permissions on the project's Action Plans tool. - Review the sections and items.
Note: Some sections and items may be unavailable to complete if one or more other items were added with 'Blocking Functionality'. See What is 'Blocking Functionality' in an action plan? - Set the status for individual items (Open, In Progress, Delayed, Closed)
Note: Items marked as 'Closed' update the progress bar in the 'General Information' section. - Optional: Under the 'Due Date' column, change or remove the due date for the items.
- Under the 'Assignees' column, sign completed action plan items.
- Optional: Add additional assignees to action plan items.
- Under the 'Records' column, add requested records.
- Under the 'Notes' column, add or edit notes.