Action Plan Manager Settings: Individual registration, editing, and deletion

What Are Action Plan Manager Settings?

The Action Plan Manager Settings link the primary person responsible for implementing initiatives to address organizational issues with the relevant department. Only one person can be assigned per department.
By configuring this setting, the following actions can be performed:

• The Action Plan Manager can review their department’s results and register improvement items and action plans.
• Administrators and System Owners can check the rate at which Action Plan Managers are reviewing results, as well as the completion rate of improvement items and action plans.

＜Caution＞

Only users with a valid email address can be registered as Action Plan Managers.

If you wish to register a user who responded via ID or QR code as an Action Plan Manager, please first ensure that their valid email address is registered in the user’s individual settings before proceeding.

Operation Procedure

1. Click "Admin panel" ▶ "Action Plan Manager Settings" and change the drop-down options by department or attribute.

2. Click "Save".

＜Caution＞

Only users with the following roles set in "User Settings" can be registered as Action Plan Managers:

• 3: System Owner
• 4: Administrator
• 5: Action Plan Manager

3.  Select the timing for sending organization/attribute assignment notification emails to newly registered users: "Do not send", "Send by date and time", or "Send now", and click "Save".

Even if "Do not send" is selected in "User Settings" under "Email Sending", the email will still be sent. If you do not want the email to be sent, please select "Do not send" on this screen.

Email notification details: Attribute Assignment Email

＜Caution＞

• Ensure that the email is set to be sent after the account issuance date and time.
• If "Send now" is selected, the email will be sent immediately after you click "Save".
• This email will only be sent if there are already published survey results. If there are no published results, the "Email Sending Date and Time" screen will not be displayed. Once the survey results are published, the Action Plan Manager will be notified.

Changing the Scheduled Sending Date and Time of Organization/Attribute Assignment Email

You can adjust the scheduled sending date and time of the configured Organization/Attribute Assignment Email.

Notification Email Details: Organization/Attribute Assignment Email

1. In the "Admin Panel" screen ▶ Go to "Action Plan Manager Settings" ▶ Click "An email sending appointment is currently set up"

2. In "Sending schedule" select the email you wish to modify.

• Sending schedule : Displays all emails scheduled to be sent.
• Sent : Displays emails that have already been sent.

3. Choose "Send by date and time" or "Send Now" then click "Save."

<Caution>

Once a sending schedule is set, it cannot be changed to "Do Not Send." If you need to cancel the email, please remove the assigned attribute in the "Action Plan Manager Settings" screen.