Table of Contents
Prerequisites to enable Action plan
On your questionnaire, you should have it mandatory to have it appear on a specific question or every question.
Creating an action plan in a question
Let's understand this with an example. In the below question, the action plan is set to trigger when the question is answered 'No'.
When answered 'No', the Action plan button pops up on the right side of the question.
Step 1: Click on the Action plan button.
Step 2: In the Follow-up notes field, type the action plan details. Whatever actions need to be taken are entered here.
You can even use the microphone feature here to enter the details via voice to text.
Step 3: In the drop-downs below, set the action plan assignee and the priority.
Step 4: In the due date section, set the due date to finish the action plan.
Step 5: Click 'Save'.
Where will the saved action plan appear?
The saved action plan will appear at the end of your report.