View Action Plans

You can view your action plans at any time. Depending on your role-based permissions, you may also be able to view other people’s action plans and whether they have been completed. This information can help you determine if action plans are relevant and if you need to encourage people to start or complete their action plans. You can also download details about all actions plans for a specific listening event.

You view action plans from the Act platform page or from the Advanced Reporting Dashboard, which redirects you to the Act page. This flexibility makes it easy to access action planning information while analyzing event results.   

This article walks through:

• View Your Own Action Plans 
• View Others’ Action Plans 
• Download Action Planning Data

View Your Own Action Plans 

You can view any of your action plans at any time. 

View From the Act Page

1. Log in to the People Insights Platform.

2. In the navigation bar, click Act.

The Act page appears. The Active Action Plans section displays cards for your currently active action plans.

If you have multiple user roles for which you create action plans, you can filter the list of active plans by role.

3. If you have multiple user roles and want to filter by one or more, display the Role dropdown, select the checkbox for the role(s) you want to use, and clear the checkbox for any role(s) you don’t want to use. Click outside of the dropdown to close it.

4. Click View Details for an action plan to view the commitments, follow-up dates, and nudges received (if applicable).

You can also view a list of all your action plans, active and archived.

5. Click Go Back to Act Home (top left), then click View All in the Active Action Plans section to see all your action plans by listening event.

6. Click the expand icon for a listening event to display its action plans.

7. To view any of the action plans, click View.

View From the Advanced Reporting Dashboard

If you are working in the Advanced Reporting Dashboard, you can easily view any action plans you have created for the event. If you created action plans using a dashboard widget, the selected items display a View Action Plan button. If you created action plans in the Favorability Report, the item(s) for which you have created an action plan display a View Action button, as shown in the following example.

1. Navigate to the Advanced Reporting Dashboard or the Favorability Report.

2. Click View Action Plan or View Action for the item for which you want to view the action plan. 

The action plan details display in the Act page.

View Others’ Action Plans 

If you have teams you support or direct reports who can also create action plans and you have the required permissions, you can view others’ action plans. You can view others’ action plans from the Act Metrics Dashboard or from the Advanced Reporting Dashboard, which redirects you to the Act Metrics Dashboard. 

From the Act Metrics Dashboard

1. Navigate to the Act page.

2. Display the Advanced Tools dropdown (top), then select Act Metrics.

The Act Metrics Dashboard appears. You can select a specific listening event to display metrics for the top items used in action plans and participation breakdown. You can also search for action plans by employee name.

3. Click the Search for Action Plan box and start typing the name of the employee whose action plans you want to view. As the list of names dynamically populates, select the name of the employee.

An action plans dialog box displays for the selected employee.

4. Click the expand icon for the listening event for which you want to view action plans.

The list of action plans for the listening event expands.

5. Click View for any action plan to view its details.

From the Advanced Reporting Dashboard

If you are working in the Advanced Reporting Dashboard, you can easily access the Act Metrics Dashboard to view others’ action plans.

1. In the side panel, click Act Metrics.

The Act Metrics Dashboard appears.

Note: If your dashboard is not configured to include the Act Metrics option in the side panel, you can click Manage Action Plans, which takes you to the Act platform page. From the Act page, you can display the Advanced Tools dropdown, then select Act Metrics.

2. Click the Search for Action Plan box and start typing the name of the employee whose action plans you want to view. As the list of names dynamically populates, select the name of the employee.

An action plans dialog box displays for the selected employee.

3. Click the expand icon for the listening event for which you want to view action plans.

The list of action plans for the listening event expands.

4. Click View for any action plan to view its details.

Download Action Planning Data

Users with appropriate permissions can download action planning data for a specific listening event into an Excel file. The file includes separate tabs for action plan participation metrics, top items used in action plans, and action plan/user details. You can use this data for further analysis outside of the platform (analyze directly in the file or upload to other analytics tools you use).

Depending on your organization’s action planning configuration, you download action planning data from the Act Metrics Dashboard or from the Advanced Reporting Dashboard. 

From the Act Metrics Dashboard

1. Navigate to the Act page.

2. Display the Advanced Tools dropdown, then select Act Metrics.

The Act Metrics dashboard appears.

3. Click Select a Survey (top right) to display a list of listening events to which you have access.

4. Click the name of the listening event for which you want to download action planning data.

Metrics for the selected event display in the dashboard and the Download.xlxs option becomes active.

5. Click Download.xlxs (top right).

The action planning data for the selected event is downloaded to an excel file and sent to your default download location.

6. Navigate to your default download location and open the file.

The file contains three tabs: 

Action Planning Participation: Displays action planning metrics for each user type, including the number and percentage of users with active action plans, the number of active action plans, the number of active action plans per user, the percentage of active action plans with commitments, and the percentage of active action plans generated by the AI Engine (Activate customers only).

Top Items Used in Action Plans: Lists the items used most frequently for action planning, as well as the percentage of managers taking action on each item, the number of active action plans for each item, and the percentage of all active action plans in which each item is used.

Action Planning User Details: Displays user details and action plan details, including the item used for each action plan, and the commitments, follow up dates, and action plan status.

From the Advanced Reporting Dashboard

1. In the side panel, click Act Metrics.

The Act Metrics Dashboard appears.

Note: If your dashboard is not configured to include the Act Metrics option in the side panel, you can click Manage Action Plans, which takes you to the Act platform page. From the Act page, you can display the Advanced Tools dropdown, then select Act Metrics.

2. Click Select a Survey (top right) to display a list of listening events to which you have access.

3. Click the name of the listening event for which you want to download action planning data.

Metrics for the selected event display in the dashboard and the Download.xlxs option becomes active.

4. Click Download.xlxs (top right).

The action planning data for the selected event is downloaded to an excel file and sent to your default download location.

5. Navigate to your default download location and open the file.

Note: If your company isn’t using Act for action planning, the side panel of the Advanced Reporting Dashboard includes a View Action Plan option rather than a Manage Action Plans or Act Metrics option. To download action planning data, click View Action Plan, click Export (bottom right), then select Export PDF or Export Excel.