How to record an action plan on a BCP resource and assign actions with due dates.

Applies to: users who can edit BCP resources. Module: BCP Resources and Actions.

Adding the Plan #

1. Open the resource and select Edit Resource (or start from a new resource).
2. Scroll to Action Plan and click Add Action Plan.
3. Enter the Action Plan Details (required). Added By and Date Added fill in when you save.

Adding Actions #

1. Inside the plan, click Add Actions.
2. Enter the Action Details (required).
3. Choose the Assignees.
4. Pick a Due Date from the calendar. The Original Due Date is kept if the due date changes later.
5. Click Add Actions again for more actions, or Add Action Plan for another plan.

Saving #

Click Save. Each action shows a status (Not Started, In-Progress once a progress update is added) and appears in the Actions module for its assignees.

Note: Assignees are emailed when an action is assigned, and reminded before and after the due date, only if your administrator has switched on the matching automated emails.

Related Articles #

• Updating an Action
• Actions Overview
• Reviews & Actions