How do I create an action plan?

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To create an action plan, please follow the steps below:

• Log into the reporting site.

• Click View Action Plan on the left-hand side of the page.

• Click on the Create Action Plan button.

• You'll notice a Pencil icon appears next to each question. Click the Pencil for the question you'd like to focus on.

• Fill in the blanks as you see fit and click save.

• To go back into that action plan you just entered, click on the (now highlighted) pencil icon, edit as needed, and click save.

For further questions, please contact Customer Support for assistance.