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Action Plan

Action Plans are great tools for the center administrators to engage the Students in helping themselves work through a set of tasks that need to be completed on campus. Action Plans can be assigned to individuals who need to complete these tasks we call Action Items. Alternatively, you can also assign them a grouped set Action Items called an Action Pack to the Student that needs to complete these items. This feature works with our AccuCampus Student app. It will keep tracking their progress, earning badges for completing their tasks, accessing more features available to them such as the Student Compass, and more!

All Plans

How to Access: Action Plan > All Plans

Purpose: Used to view/manage all Action Plans assigned to Students in AccuCampus.User this option to add/remove Action Items or Action Packs (groups of Action Items) from a Student's Action Plan.

  • Student- Select from the list the associated student.
  • Search- Click this button to search using the student selected above; see details below.
  • Cancel-Click this button to roll back to the previous screen.
  • Bulk Complete- Use this option to complete Action Items in bulk; see details below.



Bulk Complete


  • Action Item- Select the Action Item from the list.
  • Assigned to- Select from the 3 options: Anyone, Student(if selecting this option, a list of Attendees will show), and Members of Group(if selecting this option, a list of Groups will be shown, so you select from it).
  • Attendee-This list will show (only) if you select Student in the previous selection. Select a student from the list who will receive the Action Item.
  • Members of Group- This list will show (only) if you select (Members of Group) in the previous selection. Select a Group from the list; all members of the group will receive the Action Item.
  • Completion Notes- Use this feature to add some text and/or notes about this.
  • Mark Logs as Complete- Use this to mark complete.
  • Cancel- Use this option to roll back without saving.


Search for the Student you want to pull their Action Plan for in AccuCampus and click the Search button.



Action Plan (All Plans) Buttons

When you get to this section, several buttons are useful when managing a Student's Action Plans:

  • Assign Action Item - Use this option choose from existing Action Items to assign to the Student selected.
  • Assign Action Pack - Use this option to choose from existing Action Packs to assign to the Student selected.
  • Action Items - Use this option to create Action Items.
  • Action Packs - Use this option to create Action Packs.
  • Change User - Use this option to change the Student that you want to assign Action Items and/or Action Packs.
  • Completion Level filter - While viewing the selected student you can alter the view with the following options:
  • Show all - This option shows all Action Items or Action Packs assigned to the Student currently selected.
  • Show due only - This option shows all Action Items or Action Packs that are due now for the currently selected Student.
  • Show not completed only - This option shows all the incomplete Action Items or Action Packs for the currently selected Student. This is the default view when accessing the All Action Plans section.
  • Show completed only - This option shows all the completed Action Items or Action Packs assigned to the currently selected Student.
  • Search (Magnifying Glass) - Use this option to search for Action Items or Action Packs that are in the current view you have selected.



Search (Magnifying Glass) Options

  • Search- Type in a text to search.
  • Search In- Filter the search in a certain category.
  • Refine your search- Use this option to search in specific fields of Data.
  • Code- Type in a text to search in the Code field.
  • Name- Type in a text to search in the Name field.
  • Items- Type in a text to search in the Items field.



Action Plan (All Plans) Options

  • Action Item/Pack Name - Click on the title of the Action Items or Action Packs to manually update the status of this item or add/view notes about this Action Item or Action Pack.
  • Status Quick Filter - Click on the magnifying glass or title of the Status listed directly below the Action Item or Action Pack title of a particular item to see all Action Items that are currently set to that status.
  • Delete - This option is located on the far right of each Student's Action Plans' Action Items or Action Packs to remove an item that is no longer necessary to complete or placed on the student by accident. You should receive a warning, though, to avoid any accidental deletions.
All buttons and options may not be present unless you have access to them as an Administrator.

Assign Action Item

Action Item

  • Action Item - Select from the available previously created Action Items that you want to assign to the Student you've selected. If you accidentally choose the wrong Action Item in the list, you have an (edit) option that appears to change it once something has been selected.

General Information

  • Student - This is simply the Student you have selected to be assigned this Action Item.
  • Due On - Set a date that this Action Item assignment is due.
  • Autocomplete based on rules - Check this option if you want the rules to handle marking completed.
  • Completed - Used to mark the Action Item completed.


Notes

  • Assignment Notes - These are notes you can add about why this Action Item being assigned to the Student.
  • Public for student - This option makes this note visible to the student.


Followers

  • Other - This is where you search for Users that you want to be emailed updates about the progress of the selected Student on the completion of this Action Item.
As the student attempts to complete or completes this Action Item, you can add additional notes that you can choose to share with the student or not and mark as complete when done. This Action Item can be also be marked completed by rules that you have set up in AccuCampus.



Assign Action Pack

Action Pack

  • Action Pack - Select from the available previously created Action Packs that you want to assign to the Student you've selected. If you accidentally choose the wrong Action Pack in the list, you have an (edit) option that appears to change it once something has been selected.

Assignment Information

  • Student - This is the Student you have selected to be assigned this Action Pack.
  • Notes - These are notes you can add about why this Action Item being assigned to the Student.

List of Action Items Each Action Item will be listed in the Action Pack so you can assign the due dates, decide whether or not to share the notes with each item, and choose if the completion should be marked based on rules.

  • Due On - Set a date that this Action Item assignment is due.
  • Autocomplete based on rules - Check this option if you want the rules to handle marking completed.
  • Public for student - This option makes the notes visible to the student.
As the student attempts to complete or completes each Action Item in this Action Pack, you can add additional notes that you can choose to share with the student or not and mark as complete when done. As well followers can be added to each Action Item later in AccuCampus.

After finishing setting up the Action Pack, click Save.

Action Items option

Action Items

How to Access: Action Plan > Action Items

Purpose: AccuCampus uses Action Items for referrals and processes such as early alerts. It’s a simple process for faculty or other staff members (or even students) to flag a user for various reasons, and each step of the process is tracked in AccuCampus. In many cases, alerts can be assigned or marked as completed automatically. Each Action Item can be hidden from inappropriate parties, and only authorized users can view individual student plans. Used to view/manage the individual Action Items in AccuCampus. These Action Items can be grouped into Action Packs or assigned directly to an Action Plan for a Student.

Action Items Buttons

AccuCampus uses Action Items for referrals and processes such as early alerts. It’s a simple process for faculty or other staff members (or even students) to flag a user for various reasons, and each step of the process is tracked in AccuCampus. In many cases, alerts can be assigned or marked as completed automatically. Each Action Item can be hidden from inappropriate parties, and only authorized users can view individual student plans.

  • Create Action Item - Use this option to create an Action Item. Before Action Items can be created, you will first need to create Action Types. Action Types help organize and categorize your Action Items.
  • Action Types - This option takes you to the section to manage Action Types.
  • Search (Magnifying Glass) - Use this option to search for Action Items in the current view you have selected.



Action Item Search (Magnifying Glass)

  • Search - Use this option to search an Action Item by typing the name.
  • Search in - Use this option to limit the filter above in certain categories.



Watch a short video on how to assign Action Items

There are several ways to assign Action Items, from the Action Plan page, the Action Item page, and the Users page. In this video, all 3 options are shown.


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