Screen visible to Action Plan Manager

Settings Requirements

The following settings are required for the Action Plan Manager to view results and download related materials.

• Assign the Action Plan Manager role in "User Settings" and configure the responsible organization in "Action Plan Manager Settings."
• Grant view permissions for the desired organization in "View Permissions Settings."

Results Screen

• The Action Plan Manager can view the results of the organizations assigned in "Action Plan Manager Settings" and "View Permissions Settings." They can also download the following data materials:
  • Data Sheet
  • Score Data List
  • Survey Overview
    
    
• The "Overall" results can only be viewed by Action Plan Managers linked to "Overall" or users granted viewing permissions.
  
  
• For an overview of the process from login to registering improvement items, please refer to "Flow from login to registration of improvement items and action plans."

Admin Panel

The Admin Panel is not displayed. However, if the following settings are applied, only the functions accessible by the Action Plan Manager will be visible.

• Department Administrator Settings
• User Role Customization

Action Plan Manager Operation Manual

The Action Plan Manager can access their dedicated help site by clicking the "?" button in the upper right corner of Motivation Cloud Engagement.

If you'd like to check the Action Plan Manager Help Site, please visit "Action Planner Help Center."