Navigate the activity plans page
This article describes the areas of the Activity Plans page.
Area definitions
The following table describes the areas of the top section of the Activity Plans page.
Area | Definition |
---|---|
Business Unit list |
Business Unit for which to display activity plans. |
New Activity |
Opens the new activity plans page to create a new activity plan. For more information, see Add a new activity plan. |
Active |
Indicates that the activity plans listed in the sections are in active status. For more information, see Manage Activity Plans. |
Search | Perform a search for a particular activity plan from the list. |
Hide/Show |
Hide or show the Active section of the Activity Plans page. |
Rule Name |
Name of the activity plan. |
Creation Date |
The date on which the activity plan was created. |
Last Run Date |
The date on which the activity plan was run. |
Activity Code |
Activity code of the Activity Plan. For more information about activity codes, see Add an activity code. |
Management Units |
Management units mapped to the Activity Plan. |
Plan Type |
Indicates whether the Activity Plan applies to individuals or group sessions. |
Recurrence |
Indicates the recurrence information of the Activity Plan. |
Service Goal Adherence |
Indicates the service goal adherence configuration. The configuration options that can appear here are:
For more information, see Service goal templates overview. |
Actions |
Click to view the options available to perform. The actions are:
For more information, see Manage Activity Plans. |
The following table describes the areas of the bottom section of the Activity Plans page.
Area definitions
The following table describes the areas of the bottom section of the Activity Plans page.
Area | Definition |
---|---|
Inactive |
Indicates that the activity plans listed in the sections are in inactive status. For more information, see Manage Activity Plans. |
Search | Perform a search for a particular activity plan from the list. |
Hide/Show |
Hide or show the Inactive section of the Activity Plans page. |
Rule Name |
Name of the activity plan. |
Creation Date |
The date on which the activity plan was created. |
Last Run Date |
The date on which the activity plan was run. |
Activity Code |
Activity code of the Activity Plan. |
Management Units |
Management units mapped to the Activity Plan. |
Plan Type |
Indicates whether the Activity Plan applies to an individual or group. |
Recurrence |
Indicates the recurrence information of the Activity Plan. |
Service Goal Adherence |
Indicates the service goal adherence status. The statuses that can appear here are: Adhered Schedule All |
Actions |
Click the three dots to view the options available to perform. The actions are:
For more information, see Manage Activity Plans. |
The following options are available for customizing the view.
Sort the view
To sort activity plans in ascending or descending order by a specific column, click the column heading. An arrow to the left of a column heading indicates that the view is sorted by that column.
Filter the view
To view activity plan that match specific criteria only:
- Click the arrow next to the column heading by which to filter the view.
- Click the operator icon and then click the operator to use.
- In the filter box, type the value to use to filter the view. If you are filtering on a date column, you can click the date in the calendar.
Hide/Show sections
To hide/show a section from the view, click the Hide/Show buttons available on the right corner of the Activity Plans page.