Action Plan Template Screen

The Action Plan Template screen is where you update attributes when adding or editing an action plan template.

Fill out the information in the following fields:

1. Enter the Title of the action plan template.
2. Select the Status of the action plan as it when sent to the user.
3. Select the Type of action plan being sent.
4. Reported By: Select how the action plan was reported.
5. Select the Criticality of the action plan from the drop-down menu
6. Add a Description of the action plan template.
7. Enter the Due Date and Follow-Up Date for the action plan.
8. Reminder Days: Enter the number of days a reminder will be sent out after the action plan was initiated.