Table of Contents

Add new action plan priority

Delete/Restore action plan priority

Resort action plan priority

Related Articles

When is this helpful?

The action plans settings are helpful when the user wants to define how many days to assign for each priority of the action plan. For example, you may set a high priority action is 24 hours and for low priority actions, it may be 5 days.

Step 1: Log in to the admin portal: on a Desktop. Under "Advanced", select "Action Plan Settings".

You will be directed to the screen below. You have the option to:

  • Add a new priority

  • Edit an existing priority

  • Delete/Archive

Add New Action Plan Priority

To add a new action plan priority complete the following fields;

  • Select Company from dropbox

  • Select Checklist from dropbox,

  • Enter your priority

  • Enter the due days (the number of days before the tasks is due to be completed)

  • Select a color for that priority.

  • Optional-Assign Default Priority

  • Click SAVE to keep the changes made.

Delete/Archive Action Plan priority

To delete an action plan priority, Click on the 3 dots under Action, then select Delete/Archive.

Restore Action Plan Priority

To restore an action plan priority, Click on the 3 dots under Action, then select Restore.

Related articles:

About Analytics Action Plans

How to add an action plan assignee

How to Resend Email for action plans

How does an Action Plan Assignee receive the tasks

How to carry out an Action Plan as an assignee

How to create an Action Plan during an inspection

How to enable the Action Plan on a Form/Checklist

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