Creating action plan templates (administrator)

  1. Select Administrator > Set Up > Goals > Action Plan Templates.
  2. Click Create.
  3. Specify this information:
    Action Plan Template
    Specify a name and description for the template.
    Action Plan Frequency
    Select Monthly, Quarterly, Semi Annually, or Annually. The frequency must match the goal frequency.
    Active
    Select the check box to activate the action plan template.
  4. Click Save.