Edit Action Plans

How do I edit an action plan?

What parts of an action plan can be edited?

Edit an Action Plan

1. Access action plans.

Action plans can be accessed through:

• the left navigation > Coaching > Action Plans
• the left navigation > Coaching > Manage > Action Plans
• a User's or Managerial Dashboard > Coaching tab

2. Click the ellipses icon, , and Edit on the action plan you wish to edit.

Completed, Excused, and Expired action plans cannot be edited.

Excused or Expired action plans can be reopened and then edited if needed.

Co-coaches can be added to action plans in any status.

Editing through a Dashboard's Coaching tab.

Editing though Coaching > Action Plans

3. Make the appropriate edits.

Details

The employee who the action plan is for cannot be edited.

The due date, time, and time zone can be edited.

Agenda

Agenda items can be added, edited, or removed.

Agenda items from action plan templates can be edited.

Agenda items can be optional or required, but at least 1 agenda item must be required (not optional) in order to save.

If the action plan status was "Pending Approval" (only applicable if an External URL agenda item is marked as required), agenda items that have been answered by the employee can be removed or edited. After saving, the status will update to "Answers Due".

Co-Coaches

Co-coaches can be added or removed.

4. Click Save.

If the action plan status was "Pending Approval" (only applicable if an External URL agenda item is  marked as required), the action plan status will update to "Answers Due" and the employee will be notified.

If the action plan status was "Answers Due", no status change will occur and the employee will not be notified.