As you and your team reach the end of the action planning process, it is important to mark your commitments/action plans as complete. This provides up to date information for action plan usage reporting and gives your team an opportunity to celebrate the work they have done together. You can also archive or delete completed action plans.
Depending on your organization’s action planning configuration, you complete action plans from the Act platform page or from the Advanced Reporting Dashboard.
This article walks through:
Mark Commitments/Action Plans as Complete
When working with action plans from the Act page, you can mark individual commitments as complete. When working with action plans from the Advanced Reporting Dashboard, you mark an entire action plan as complete.
From the Act Page
Log into the People Insights Platform.
In the navigation bar, click Act.
The Act page appears.
In the Active Action Plans section, find the card for the action plan you’d like to update and then click View Details.
The details for the action plan appear.
To mark a commitment as done, click Mark as Done.
Click Go Back to Act Home (top left) to return to the Act page.
From the Advanced Reporting Dashboard
Log in to the People Insights Platform.
In the navigation bar, click Analyze.
The Analyze page appears.
In the All Reports section, find the event for which you want to complete your action plan, click Actions, and then click View Report or Live Report, as applicable.
The Advanced Reporting Dashboard appears.
In the side panel, click View Action Plan.
The View Action Plan screen appears, displaying the My Action Plans tab.
Click Edit for the action plan you want to complete.
The action plan opens with the Start/Edit Action Plan tab selected.
Select the Completed checkbox, then click Update (bottom right).
The action plan is marked as complete and closes.
Archive/Delete an Action Plan
If you no longer need an action plan or if it is completed, you can archive it or delete it. When working with action plans from the Act page, you archive plans. When working with action plans from the Advanced Reporting Dashboard, you delete plans.
From the Act Page
Navigate to the Act page.
In the Active Action Plans section, find the card for the action plan you want to archive and then click View Details.
The action plan details appear and an Archive button appears at the top-right corner of the page.
Click Archive (top right).
A confirmation message appears.
Click Archive.
The action plan is archived.
Note: You can view archived action plans by clicking View All above the Active Action Plans section and clicking the Expand icon for a listening event. All active and archived action plans display in the list.
From the Advanced Reporting Dashboard
Log in to the People Insights Platform.
In the navigation bar, click Analyze.
The Analyze page appears.
In the All Reports section, find the event for which you want to delete your action plan, click Actions, and then click View Report or Live Report, as applicable.
The Advanced Reporting Dashboard appears.
In the side panel, click View Action Plan.
The View Action Plan screen appears, displaying the My Action Plans tab.
Click Delete for the action plan you want to delete.
A confirmation message appears.
Click Okay.
The action plan is deleted.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article