Action Plans

Use action plans to define a sequence of steps that you can link to leads, support calls or service requests.

You can create action plans by:

Creating the sequence of steps. You can enter the step detail in the top fields or in the table below. Click the Save Line button to save the current step. The Save Line button also creates a new action step line so that you can enter these step.
Selecting a pre-defined action plan template, which you can edit on the Maintain Actions Plans form. You can copy the pre-defined actions from the action plan template and edit the detail.
Using a combination of the above. Add the new action plan steps and then insert a pre-defined action plan template in the position. Enter the position in the Add At row number field.

The action steps are allocated to the lead, support call, or service request and estimated due dates are created using the lag time specified per step. The caption of the Action Plan button updates to indicate the number of action plan steps linked to the item.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Name

Use this field to insert an action plan template. Select the action plan template from the dropdown list.

The action plan lines display in the Detail table. Click the Add Template button to add the template lines to the action plan.

Detail

This list displays the Action Plan steps for the selected action plan template. Click the Add Template button to add the template lines to the action plan.

Add At

If multiple action plans are linked to the lead or manual lines exist, use this field to indicate the line number if the action plan steps are to be inserted.

Insert the template steps by clicking the Add Template button. The inserted action plan steps display in the Line items table.

Line No

This field represents the sequential number generated for each step, determining the order of the steps included in the action plan. The number is automatically generated and you can't change it.

Expected Date

The expected date is calculated as: (date on which the action plan template was added to the lead) + (number of days of lag time).

You can update this field.

Completed

Select the Completed option to mark the action as completed.

The Complete Date defaults to the date on which this option is set.

Date

This field defaults to the date on which the Complete option is selected.

You can update this field.

By Whom

Enter the name of the person assigned to undertake the action, up to 80 alphanumeric characters.

Action Text

Give a high-level description of what the task consists of, up to 100 alphanumeric characters.

Result

Enter text to describe the result of the action plan line item. You can enter up to 100 alphanumeric characters.

Action Plan Lines Table

This table lists all the lines created for the action plan. You can select a line to view the detail in the fields above the table. You can also edit in detail and add more lines through the table. Use the up and down arrows to edit the sequence of the action plane line items.