5.5. Plan actions

Once you have made your analysis of the helping and hindering factors, you can start to write your action plan.

To do this, click on the bead you wish to create an action plan for, and then click the Actions button.

On the Plan Actions screen, click the expand icon to start planning actions for some or all of your hindering factors. You may also want to plan actions to strengthen your helping factors.

You can use the sliding progress scale to indicate how close the action is to completion. By clicking on the button that says Add Progress Notes / Files, next to the progress scale slider, you can attach files and web links, and include notes about progress.

Once you have included your evidence, click Save and Close in the top right corner. You can always come back later and amend what you have done.

The video below shows the process.