Create Survey Action Plans

Once a survey has ended, admins can begin to create action plans to improve engagement scores.

Before you start

• Action Plans are only available on ended Engagement Surveys.
• Action Plans can be created from Saved Views shared with Department Heads, Managers and Managers of Managers. 

Create and publish an Action Plan

1. Navigate to your ended Survey> click View Results> Action plans. 
2. Click Create Action Plan next to the view. 
3. Add a title and an optional description that describes the overall focus. 
4. Configure Plan Details:
   
   • Owners
   • Visibility
   • Overview
5. Click + Create action:
   
   1. 1. Add a title and description.
      2. Select a due date.
      3. Add action Owners.
6. Click Save > Publish.

Note: In order to edit the plan or the associated action plans, you will need to un-publish the Action Plan first.

Create a Private Action Plan

When creating an action plan and setting the visibility, the plan owner is able to make the plan private. Private action plans will only be available to survey admins and action plan owners. 

To make an action plan private, select the Private visibility during the creation of your plan.

If an employee is assigned as an action owner but are not action plan owners, they will not be assigned or notified when the plan is private.

For a list of notifications for action plans, check out List of Notifications for Engagement Surveys.