Click here to view the "Planning Reports" video
Step #1
Click here
Step #2
Click here to enter the "Planning Reports" module.
Step #3
Click here to create your report.
Step #4
Enter the "Title" of your plan.
Step #5
Enter the "Date Opened".
Step #6
Select the "Planning Source".
Step #7
Select the "Planning Type".
Step #8
Select the "Priority" for implementation.
Step #9
Select the date closed (Optional)
Step #10
Attach files associated to this plan (Optional).
Step #11
Who is responsible for this part of the plan?
Step #12
Enter a "Due Date".
Step #13
Enter a completion date (Optional).
Step #14
Enter "Description".
Step #15
Who is responsible for this step?
Step #16
Enter a "Due Date".
Step #17
Enter a completion date (Optional).
Step #18
Enter "Description".
Step #19
Create individual action items and measure results of your plan.
Step #20
Enter a title for an action item related to plan.
Step #21
Select a user to assign the action to.
Step #22
Enter a "Due Date".
Step #23
Click here to create the action item.
Step #24
Click here to create the action item.
Step #25
Continue adding action items then click "Next".
Step #26
Who is responsible for this part in the process?
Step #27
Enter "Due Date".
Step #28
Enter the completion date for this step (Optional).
Step #29
Enter "Description".
Step #30
Was the plan effective?
Step #31
Click here to create your report.
Step #32
Click here to Save Planning Report
Step #33
Enter Password.
Step #34
Select a Reason Code
Step #35
Click Continue
Step #36
Click on the clock to see your activity.
Step #37
The activity tracker shows all activity for this report.
Step #38
Activities can be searched by key word or date range.
Step #39
The user, the action and the date/time is tracked and recorded here.
Step #40
Click on the blank space to go back to the report.
