Edit & Manage Action Plans

As you and your team work through the action planning process, you can easily edit and update action plans. Depending on your organization’s action planning configuration, you edit and manage action plans from the Act platform page or from the Advanced Reporting Dashboard.  

This article walks through:

• Edit or Update an Action Plan

Edit or Update an Action Plan

You can edit an action plan by choosing a different item to focus on (Perceptyx-led events only) or modifying your action steps. You can also add progress notes or update an action plan. 

From the Act Page

1. Log in to the People Insights Platform.

2. In the navigation bar, click Act.

The Act page appears.

3. In the Active Action Plans section, find the card for the action plan you’d like to edit or update and then click View Details.

The details for the action plan appear.

From the details view you can mark commitments as done or edit the action plan.

4. To mark a commitment as done, click Mark as Done.

5. To update or edit the action plan: 

   1. Click Edit (top right).

The action plan workflow opens.

2. Make your changes and then click Save (bottom right).

From the Advanced Reporting Dashboard

1. Log in to the People Insights Platform.

2. In the navigation bar, click Analyze.

The Analyze page appears.

3. In the All Reports section, find the event for which you want to view your action plans, click Actions, and then click View Report or Live Report, as applicable.

The Advanced Reporting Dashboard appears.

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

The View Action Plan screen appears, displaying the My Action Plans tab.

5. Click Edit for the action plan you want to edit.

The action plan opens with the Start/Edit Action Plan tab selected.

6. Make your changes, then click Update (bottom right).