Managing Action Plans

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Clicking the Action Plans sub-tab on the Account Details page, shown in Figure 1 displays the Action Plans page, with a list of action plans created for a particular account, as shown in Figure 2.

 

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Figure 1 Accessing the Action Plans Sub-Tab

Action plans requiring attention are highlighted. For more details, refer to Using Action Plan Editor.

 

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Figure 2 The Action Plans Page

Adding an Action Plan

An action plan can be created for an account by clicking Add Action Plan on the Action Plans page, shown in Figure 2. The Add Action Plan page is displayed, as shown in Figure 3. The following fields are required entries for adding an action plan:

Name of the action plan
Manager of the action plan
User assigned to the action plan

The manager of the plan has the permission to perform the following tasks:

Restart the action plan
Re-assign the action plan
Delete the action plan

The user assigned to the action plan is responsible for completing the steps specified in the action plan.

 

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Figure 3 Add an Action Plan for an Account

Viewing Action Plan Details

When you click action_icon on the Action Plans page, a context menu is displayed, as shown in Figure 4. Selecting View Action Plan on this menu enables you to view the Action Plan Details page, as shown in Figure 5.

 

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Figure 4 Viewing the Context Menu

This page displays the various phases in the action plan. Each phase consists of a series of sequential steps. Steps of an action plan can be completed on the Action Plan Details page, as shown in Figure 5.

Each step can be completed by a single user or a set of users as defined in the action plan template. The current phase and steps are highlighted in the Action Plan Details page. You can complete the highlighted steps of the current phase or any one of the steps of the global phase. On completion of one step of the action plan, email alerts are sent to the owners of the current and the next steps of the plan. You can also add, attach, or review several actions for steps of a plan.

Once all steps of a phase are completed, the steps of the next phase are highlighted. On completion of the last phase of the plan, the plan is said to be completed.

Clicking action_icon beside Actions displays a context menu, as shown in Figure 5. The options available on this menu enable the plan manager to reassign, restart, or delete the plan.

 

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Figure 5 The Action Plan Details Page