Enable Running Interviews Through Action Plans

You can enable action plan and interviews integration by enabling Interviews in the Help Desk setup task.

This step is optional and is needed only if you plan to use action plans.

  1. Click Navigator > My Enterprise > Setup and Maintenance work area.

    Ensure that the Help Desk Setup task is selected.

  2. Click Change Feature Opt in.
  3. Scroll down to Action plans and click Edit (the pencil icon) under the Features column.
  4. Select Run Interviews Through Action Plans feature.
  5. Click Done.
  6. Click Done again.
    Note: Sign out and sign in again into the application so that the changes are applied.