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            Module 10 - Assigning Action Items in AccuCampus

            Module 10: Assigning Action Items in AccuCampus

            Topic: Assigning Action Items

            1. Assigning Action Items
            2. Assigning Action Packs
            3. All Plans
            4. My Plans
            5. Reports Available


            Action Items

            AccuCampus uses Action Items for referrals and processes such as early alerts. It’s a simple process for faculty or other staff members (or even students) to flag a user for a variety of reasons, and each step of the process is tracked in AccuCampus. In many cases, alerts can be assigned or marked as completed automatically. Each Action Item can be hidden from inappropriate parties, and only authorized users can view individual student plans.


            Assigning Action Items

            From the Action Item screen, you will see a list of currently existing Action Items. The Action Items that are visible to you will depend on your role and the settings of individual Action Items.

            From the Main Sidebar, hover over Action Plan.


            Click Action Items.
             

            Choose an Action Item and click Assign next to the chosen item.


            Choose to Assign the item to a Student or Members of a Group.


            Select the student or group that the item will be assigned to.



            If desired, modify the Due On date for the Action Item. The date showing will be the default date based on the set up of the Action Item. The time showing will be the time that the Action Item is assigned.


            If desired, modify the Expire On date for the Action Item. The date showing will be the default date based on the set up of the Action Item. The time showing will be the time that the Action Item is assigned.


            Choose if the item will Autocomplete Based on Rules. The rule can also be completed manually by checking the Completed check box – this can be done at any time. Note that a rule will need to be set up in Advanced Options which will trigger the autocompletion in order for this option to take place. See Module 17 for instructions on how to set up the rule.



            Enter any MyPlan Notes for the user. These are specific notes to the user and can include any additional information the user may need to complete the action item.


            Choose if the MyPlan Notes will be Public for Student. The default is for this to be checked and all notes to be visible. All notes written will be visible to the assigner and to any followers on the Action Item.


            If desired, add additional Followers for the Action Item. These are users who will be notified of any progress on the Action Item, including when it is completed. Any followers assigned when the Action Item was created will also appear here.


            Click Save.


             Assigning Action Packs

            From the Action Packs screen, you will see a list of currently existing Action Packs. The Action Packs that are visible to you will depend on your role.

            From the Main Sidebar, hover over Action Plan.


            Click Action Packs.


            Choose an Action Pack and click Assign next to the chosen pack
             
            Select Attendee – this is the user being assigned the Action Pack


            Enter Notes.


            For each individual Action Item in the pack:

            If desired, modify the Due On and Expire On dates for each item. 


            Choose if the individual Action Item will Autocomplete Based on Rules. Note that rules for each Action Item will need to be set up in Advanced Options which will trigger the autocompletion in order for this option to take place. The rules will also need to specify that the next item should be assigned.


            Choose if each Action Item will be Public for Student.


            Click Save.



            All Plans

            This feature allows you to search and view the Action Items assigned to an individual user. Simply search for the student to view any items assigned to that student.  This includes active items, completed items and expired items. The options at the top of the screen are dependent on your permissions – you may be able to create or assign Action Items or Action Packs from this screen.

            From the Main Sidebar, hover over Action Plan.


            Click All Plans.


            Search for the user.


            You will be able to see all active action items assigned to the user. 


            The system defaults to show active only. To see all items, use the drop down menu to select the view you want.



            My Plan

            This feature allows a user to view all Action Items that have been assigned to them. This includes active items, completed items and expired items. The options at the top of the screen are dependent on your permissions – you may be able to create or assign Action Items or Action Packs from this screen.

            From the Main Sidebar, hover over Action Plan.


            Click My Plans.
             

            You will be able to see all active action items assigned to you. 


            The system defaults to show active only. To see all items, use the drop down menu to select the view you want.



            Reports

            To get to the reports related to Action Items and Action Plans, from the Main Sidebar navigate to Action Plan > Reports. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users.

            Individual Action Plan by User

            This report shows the action items assigned to users, along with the assigned date, due date, and completion progress. It can be filtered by date range, group, role, specific user, created by and/or action item.




            Updated: 01 Mar 2019 03:41 AM
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