Action Plans

 

 

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What is an Action Plan, and how do I create one?

What is an Auto Action Plan and how is it used?

How do I select an Action Plan?

 

 

 

What is an Action Plan, and how do I create one?

 

Action Plans provide the ability to add multiple ToDo items quickly to the ToDo list.

For example: Let's say that every time you add a new referral, you always create 3 ToDo items: 1) a Referral Confirmation to the Contact, 2) an Incoming Info Sheet to the Assigned Agt and 3) you set up an AutoUpdate form to repeat every 30 days to the agent. 

 

 'Action Plans' would allow you to create an Action Plan (a series of To Do’s) that you would call "New Referral", for example.  Then, when you create a new referral, you would click on the To Do link, then click a button labeled ACTION PLANS, select the "New Referral", then click the SUBMIT button and those 3 items get added to the ToDo list.

To add an action plan:

 

  1. From the Main Menu click the Utility Settings link, then click "Action Plans".  (You may also get to the Action Plans from the ToDo page link in the Referrals List.)

  2. Click 'ADD NEW', and enter a description for the new Action Plan you are creating.

  3. Select the new Action Plan you just created, then click the 'Edit The Action Plan Items' button.

  4. If you are about to enter the first Action Plan item, the page will open to 'Add a new record' and you can begin entering the data in each field.  If there is at least one item already in the Action Plant, click the 'ADD NEW'  button to enter the additional ToDo items to be included in the action plan.  NOTE: See the ToDo Items page for instructions on how to complete each field.

  5. Click the 'ADD NEW RECORD' button to save the record.  If additional items are to be added, repeat step 4.

  6. When completed, click the 'Return to Action Plans' button to return to the Action Plans list.

  7. Close the Action Plans window.

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What is an Auto Action Plan and how is it used?

An Auto Action Plan is an Action Plan that is run automatically when a new referral has been added.  The key to having it run automatically is to have the name of the Action Plan match the name of the Referral Type used with the new record.  Each time a new referral is added, ReloSpec checks to see if there is an Action Plan that is named the same as the Referral Type just selected.  If so, the new referral is stored and a pop-up page appears giving you the option of adding the Action Plan items for that referral.  If you select to COPY the Action Plan items they will be added automatically to the ToDo list for the new referral.

 

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How do I select an Action Plan?

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  1. From the Referrals List page, click the ToDo link on the left-side.  Click the button labeled “View Action Plans” located at the bottom of the page.

  2. Select the Action Plan you wish to apply by highlighting the number next to that Action Plan at the top of the page.

  3. Now scroll to the bottom and click the link that reads 'Click here to COPY the ACTION PLAN items to the TO DO list'.  NOTE: If you wish to make changes to the Action Plan you would click on the pencil next to that Action Plan and edit the item(s) prior to clicking the 'Click here to COPY...' button.

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