Managing an Action Plan

The My Reminders page appears even if no reminders exist. For reminders to appear, the user's ID must have at least one prospect action assigned to it.

This page displays actions in three categories (Past Due, Due Today, and Upcoming) based on the planned date. The system sorts the reminders to appear in alphabetical order. Prospects are constituents who are affected by the action. Users click an action description to display details on the Prospect Action Summary page, where users can then edit the action. The Action Type field describes the type of action required. Action type values are defined on the Action Types page. The Planned Date and Complete Date fields appear when the action is intended to occur and when it actually occurred. The Action Status field indicates whether the action is Scheduled, Pending, On Hold, Completed, or Cancelled. The organization can add additional status values on the Setup Action Status page. The Result field displays the outcome of the action.

Users enter the number of upcoming days for which to display reminders (based on the planned date). The default display is the current date plus seven. To expand or shorten the displayed list, users enter a new value in the Number of Upcoming Days field and click the Refresh button. Users click the Save as Default button to save the value in this field as the new default display period for that user.

Users click the Outreach link on the portal navigation to return to the Outreach navigation page. If they have modified the number of upcoming days, the system prompts them to save their changes.

The My Action Plan page appears even if no action plan items exist. For items to appear, the user's ID must have at least one prospect action assigned to it.

This page is populated with all current (incomplete) actions that are before or equal to today's date and the value of the Reminder Days field defined on the CR Installation page. To choose a different range of actions, users first must select an institution, then enter a date range. When they click the Refresh button, the page displays actions that are assigned to the user that meets the institution and date criteria, sorted in alphabetical order by prospect name. Prospects are constituents who are affected by the action.

Users click an action description to display details on the Prospect Action Summary page, where users can then edit the action. The Action Type field describes the type of action required. Action type values are defined by your organization on the Action Types page. The Planned Date and Complete Date fields show when the action is intended to occur and when it actually occurred. The Action Status field lists whether the action is Scheduled, Pending, On Hold, Completed, or Cancelled. The organization can add additional status values on the Setup Action Status page. The Result field displays the outcome of the action.