How do I create an Action Plan?

In order to create a new action plan, select Action from the main menu or scroll down on your dashboard to the section called Your Action Plans. Click the New Action Plan button to create a new action plan. Enter the plan details and information into the designated fields. You can save the action plan as a draft to continue working or click Create Action Plan if you are ready to publish.

NOTE: required fields are marked with an asterisk and you will be unable to save a draft or publish your Action Plan if these are empty.

If the Action tool is not available on the main menu or your dashboard, contact your organization's internal administrator for assistance.

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