Overview

The Action Plan tracks the progress of your participants against their programme and its components. The Action Plan contains all the activities, digital learning assets, meetings, and webinars that the participant needs to complete.

The Action Plan page provides an overview of the programme.

Your participants can use their Action Plan to access learning activities and to submit evidence for marking. The action plan view for a coach is similar to what the participant sees, but as a coach you have some additional options. 

You can use the use the action plan page to preview learning activities, to submit and mark evidence, to add, edit or synchronise activities.

Activity details

All progress is tracked through activities. Each activity is displayed in the timeline. When you select a Action Plan item, you will see a description of the contents of this section on a panel that appears on the right of your screen. This panel can be closed or expanded by using the relevant icons on the top right of the panel.

Activity status

Each activity has a status. You will see the following statuses used for the activities:

• Not Started
• In Progress
• Evidence Required
• Evidence Submitted
• Completed
• Verified
• Referred
• None

Viewing progress 

The progress bar titled Target Progress is a quick indicator showing how much of the action plan has been completed compared to what is currently due for completion.

Action plan dropdown

Using the dropdown menu at the top of the action plan page, you can switch the view to look at the progress of any of the individual programme components.   

In the default view, which is the Action Plan, the overall programme is selected.

If the action plan activities are pre-mapped to standards and qualifications, you can view participant progress against these by selecting the component from the list.

You can also view the associated evidence and how it has been mapped to specific criteria.

Manage action plan

Most activities are set up at a programme level. As a coach, you can add/edit/delete activities for individual participants (where you have been given the permission to do so by your organisation).  For example as a coach, you may need to schedule meetings and reviews.

As a coach, you can use the use the action plan page to preview learning activities, to submit and mark evidence, to add, edit or synchronise activities.

Filtering

The activities are ordered by due date, and are displayed in a timeline. Overdue activities show at the top. Activities with ‘No due date’ are displayed at the bottom.

To filter specific activities in the action plan, click Filters on the pane above the activity list.

The Edit Filters panel opens on the right of your screen. You can filter by status, type and date. While applying the filter, you can select multiple statuses and types.  

Preview digital learning

You can preview any digital learning activity on a participant's action plan. This allows you to review the questions/assessment/eLearning that they need to complete,

Click Preview on an activity within the action plan to preview the content.

Manage evidence

If an activity has an evidence attached, you can view the status of the evidence. 

As a coach, you can submit evidence on behalf of the participant, and you can mark evidence.

Once uploaded the action plan page will automatically update to show the uploaded, albeit un-marked, evidence. 

The case owner for the user will automatically receive a notification via the messaging centre and email that the user has submitted evidence against their action plan.

Once submitted, the participant view of the action plan will show the status ‘Evidence submitted’ for that learning activity.  The evidence will have a status of 'Requires Marking'.  The status will be automatically updated once the evidence has been accepted or referred by the coach.