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

What are Action Plan Manager Settings?

The Action Plan Manager Settings link the primary person responsible for executing initiatives to address organizational issues with their corresponding department. Only one manager can be assigned to each department.
With these settings, the following can be done:

• The Action Plan Manager can review the department’s results and register improvement items and action plans.
• Administrators and system owners can check the Action Plan Manager’s result viewing rate and the rate at which improvement items and action plans are registered.

<Caution>

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

If you wish to register a user who responded to the survey via ID or QR code as an Action Plan Manager, please first register a valid email address in the user’s individual settings, then proceed with this action.

Operating Procedure

1. Click “Admin Panel” ▶ “Action Plan Manager Settings” ▶ “Set in Bulk”

 

2. Click “Export the Action Plan Manager List file”

Character Encoding

You can select the following character encodings:

• Shift-JIS
  This is a common encoding for Japanese. If unsupported characters, such as foreign or machine-dependent characters, are used, garbled text may appear.
• UTF-8
  A multilingual encoding that supports machine-dependent and foreign characters.

3.  Add, edit, or delete the “Name” and “Email Address” of the Action Plan Manager for each department and save.

<Caution>

Only users with the following roles selected in “User Settings” can be registered as Action Plan Managers:

• System Owner
• Administrator
• Action Plan Manager

 

4. Click “Import File” and select the created file, then click “Execute Bulk Settings”

 

5. Review the content and click “Save”

6.  Choose the timing for sending the notification email to newly registered users regarding assigned organizations/attributes from “Do not send” “Send by date and time” or “Send now” and click “Save”

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

Details on notification emails: Attribute Assignment Email

<Caution>

• Make sure the email is sent after the account issuance date and time.
• If “Send now” is selected, the email will be sent immediately after clicking “Save.”
• This email will only be sent if there are published survey results. If no results are available, the “Set Email Sending Date and Time” screen will not appear. Once results are published, a notification will be sent to the Action Plan Manager.
• If an error occurs while importing a file, please refer to "How to Handle Bulk Settings File Import Errors".

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.