Navigate the activity plans page

Feature coming soon

This article describes the areas of the Activity Plans page.

The Active section of the Activity Plans page displays the activity plans that are in active status

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:

  • Adhered, which means that the Service Goal Override tab is set to Favor service goal. Therefore all service goals are adhered.
  • Schedule All, which means that the Service Goal Override tab is set to Favor scheduling all attendees. Therefore there is an override of the service goals set and activity plan sessions are generated.

For more information, see Service goal templates overview.

Actions

Click to view the options available to perform. The actions are:

  • Make Inactive: Changes the status of the Activity Plan to inactive. This activity plan then moves to the Inactive section of the Activity Plans page.
  • Edit: Opens the Activity Plan in edit mode.
  • Copy: Creates a copy of the Activity Plan and allows you to make changes.

For more information, see Manage Activity Plans.

The following table describes the areas of the bottom section of the Activity Plans page. 

This section of the activity plans page displays activity plans that are marked inactive.

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:

  • Make Inactive: Changes the status of the Activity Plan to inactive. This activity plan then moves to the Inactive section of the Activity Plans page.
  • Edit: Opens the Activity Plan in edit mode.
  • Copy: Creates a copy of the Activity Plan and allows you to make changes.

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 plans that match specific criteria only: 

  1. Click the arrow next to the column heading by which to filter the view.
  2. Click the operator icon and then click the operator to use.
  3. 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.