Back to the General Menu | Next - Action Items


Action Plan

Action Plans are a great mechanism for Center Admins 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 and will keep them 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.

Search for Student

  • Student- Please select from the list the associated student.
  • Search- Please click this button to do a search using the student selected above, see details below.
  • Cancel-Please click this button to roll back to the previous screen.
  • Bulk Complete- Please use this option to so complete Action Items in bulk, see details below.

To assign or view the action plans of a specific student simply:

  • Search for the student name on the text box provided
  • Click on the magnifying glass to view every student

When finished click on Search.

Bulk Complete


  • Action Item- Please select the Action Item from the list
  • Assigned to- Please 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. Please select a Student from the list which will receive the Action Item.
  • Members of Group- This list will show ONLY if you select (Members of Group) in the previous selection. Please select a Group from the list, all members of the Group will receive the Action Item.
  • Completion Notes- Please use this to add some text and Notes about this.
  • Mark Logs as Complete- Please use this to Mark Complete.
  • Cancel- Please use this to rollback without saving.

Student Action Item Menu

After you search for a student you will arrive to their action items menu.

From here you will see the following page:

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

  • Assign Action Item - This option allows you to choose from existing Action Items to assign to the Student selected.
  • Assign Action Pack - This option allows you to choose from existing Action Packs to assign to the Student selected.
  • Action Items - This option allows you to create Action Items.
  • Action Packs - This option allows you to create Action Packs.
  • Change User - This option allows you 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) - This allows you to search for Action Items or Action Packs that are in the current view you have selected.
All buttons and options may not be present unless you have access to them as a Faculty Member.

Assign Action Item

To assign an action item to a student click on 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 so you can 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 on.
  • 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 and Followers
  • 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.
  • 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 setup in AccuCampus.

After finishing setting up the Action Item click Save

Assign Action Pack

Search (Magnifying Glass) Options

  • Search- Please type-in a text to search.
  • Search In- Please 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 this referenced field.
  • Name- Type in a text to search in this referenced field.
  • Items- Type in a text to search in this referenced field.
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 so you can change it once something has been selected.

Assignment Information
  • Student - This is simply 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 that is 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 on.
  • 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 completed when done. As well followers can be added to each Action Item later in AccuCampus.

After finishing setting up the Action Pack click Save

Adittional documentation