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:
-
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.)
-
Click
'ADD NEW', and enter a description for the new Action Plan you are creating.
-
Select
the new Action Plan you just created, then click the 'Edit The Action Plan
Items' button.
-
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.
-
Click
the 'ADD NEW RECORD' button to save the record. If additional items
are to be added, repeat step 4.
-
When
completed, click the 'Return to Action Plans' button to return to the Action
Plans list.
-
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?
View
the video...
-
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.
-
Select
the Action Plan you wish to apply by highlighting the number next to that
Action Plan at the top of the page.
-
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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