In this article
There are two places you can go to create a new Action Plan:
Directly within Action Planner
From an Action Planner Data Grid within Studio
Creating a New Plan within Action Planner
Create Action Plan
Click the New Action Plan button from the Action Plan List widget.
In the pop up that appears, you will need to complete the following form to create an action plan:
Enter text for a specific Action Plan Name for the plan, along with a short description of the plan.
If you are an end user, you will automatically be assigned as the owner of your plan. If you are a professional user, you can assign any end user from one of the end user lists assigned to your Action Plan project.
Select a source (optional). This dropdown list will display all the surveys for which you have access to data.
If you select a source, you will have the option to create an action plan tied to up to 6 survey items or 3 dimensions (if applicable). Selecting which item(s) or dimension(s) you want to create a plan around may provide suggested actions in the next step.
You can search for items and dimensions by typing key words into the box.
4. (Optional) Add collaborators to the plan. A collaborator can be anyone in any end user lists associated with your project. You can search for collaborators by clicking the search bar in the top right corner. Collaborators are notified by email if they are added to a plan. Collaborators can add notes and manage actions, but they cannot change the owner or other settings of an Action Plan.
5. Select a Start Date and Due Date (optional). Reminders about your plan are sent based upon the due date. For more information on reminders, please review the article on Action Planner setup [Link to relevant part of Action Planner Setup].
6. Click the Next button to continue creating the plan.
Add Actions
On step 2, you will have the ability to type in your own custom action and add it to the plan.
If you selected a source and item(s) or dimension(s), you may be provided with a list of recommended actions. You can add as many of these actions to your plan as you would like. When all actions have been added, click the Save button to submit your plan.
Set Attributes
Depending on the project settings, there may be additional fields to fill out in step 3 as well.
Step 3: Set Attributes
Statistic: Action Plans come with a trend chart that shows how the aggregate values of the selected variables have changed over time. You can choose to measure either the mean of these variables, or a segment. If you choose segment, you’ll need to select one or more answers in the shared answer list for all the variables, and the trend line will measure the percentage of responses that selected those answers.
Interval: This sets the rolling time interval for the trend line. There are a few options, ranging from the past 4 weeks to the past 12 months.
Rules: This allows you to set a goal and a threshold for the chart. The goal is represented as a line in the chart that shows whether you’re above or below your goal. The threshold indicates the minimum number of responses for the trend chart to be valuable.
Lists and attributes: Any lists or attributes you have defined in the setup and specified to be shown on creation will show up here. For more information on lists and attributes, please read the setup documentation here.
Create New Plan from Action Planner Data Grid
To begin the creation of an action plan directly from a Studio Action Planner Data Grid, click the + Add Plan button next to the item for which you want to create an Action Plan.
Action Planner Data Grids are not available through the visual designer. You’ll have to enter CDL directly to create them. The CDL is similar to that for a dataGrid. Below is a simple example:
widget actionPlannerDataGrid #dataGridWidget {
label: "Data Grid"
size: medium
column #column {
}
row comparison #items {
cell #cell {
value: count(:respid)
}
reportingHierarchy: selfRefLookupReportinghierarchy
}
column #addToPlan {
label: "Add the plan"
hide: false
}
cell custom {
view: actionPlanner
row: items
column: addToPlan
expression #id {
value: ToText(selfRefLookupReportinghierarchy:id)
}
formatString: "Add plan"
}
}