1. Go to the Objectives tab and select Objectives Register.
2. First select the objective reference
3. Select the Action Plan tab
4. Select the ‘Add Action’ button
5. Select who is responsible
6. Select when the deadline is
7. Select if it is urgent and whether to send a reminder (optional)
8. Input action text
9. Select the ‘Save’ button
To edit an action select the ‘Edit’ button.
To delete an action select the ‘Delete’ button
Note: Super-users and the person that set the action can edit/delete it.
When an action has been completed select the ‘Complete’ button.
Note: Super-users and the responsible person(s) can complete the action.