View Action Plans

Depending on your role-based permissions, you may 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.  

This article walks through:

• View Action Plans 

View Action Plans 

You can view your action plans at any time. If you have the required permissions, you can view others’ action plans and export them to an Excel or PDF file.

1. Navigate to the Action Planning tool.

From the Actions page:

1. Click the arrow to expand the details for the survey and then click Edit for the action item you want to view. 

From the Program Builder:

1. Click the Ask icon (left menu) and select My Surveys.

2. Click the name of your survey.

3. In the side panel, click View Action Plan.

The View Action Plan screen appears.

2. Click View Others’ Action Plans.

The View Others’ Action Plans tab appears.

3. Click the Show Entries dropdown, then select the number of entries you want to display on each page.

4. Click Show More to see all the content under any action step.

5. To export all the action plans, click Export (bottom right), then select Export PDF or Export Excel.