How to Create an Action Plan

After completing a task in the assessment list, you may want to add an Action Plan. Here is how.


Step 1: For the task that you would like to add an Action Plan, swipe left on the question and you will see four options appear.

Step 2: Click the "Action" button, which will then take you to the Action Plan screen.

Step 3: In the large white box, type the information you would like to include.

Step 4: In the "Assigned To" box (bottom left) input the name you would like the Action Plan to be designated for. 

Step 5: Pick a Due Date for the Action Plan

Step 6: Click "Save" in the bottom right of the screen. 


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