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Action Packs

How to Access: Action Plan > Action Packs

Purpose: Within AccuCampus, individual Action Items can be combined into an Action Pack. Use this option to set up a series of steps automatically assigned to a user one by one as each step is completed. Examples of this would be an Action Pack related to incoming Freshmen who must complete a form, attend orientation, and arrange housing before starting school. Before creating an Action Pack, you will need to have created Action Items. Used to view/manage the Action Packs that consist of Action Items that need to be completed by Students in AccuCampus. Here you can add/remove Action Items to/from an Action Pack.



Action Packs Buttons

When you get to this section, there are several buttons available to manage the Action Pack:

  • Create Action Pack - Use this option to create an Action Pack.
  • Search (Magnifying Glass) - Use this option to search for Action Pack that are in the current view you have selected(see details below).



Action Pack Search (Magnifying Glass)

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

Refine your search

  • Code - Use this option to search using the Code field.
  • Name - Use this option to search using the Name field.
  • Items - Use this option to search using the Items field.



Action Packs Options

  • Action Pack Name - Click on the title of the Action Pack to manually edit this Action Pack (and all of its options).
  • Assign - This option is located on the far right of each Action Pack row; it is used to connect this Action Pack with a user(or several users); see details below.
  • Delete - This option is located on the far right of each Action Pack; it is used to remove an Action Pack that is no longer needed (or was added by accident). You should receive a warning as you try to delete (to avoid any accidental deletions).



Create Action Pack

From the previous, you see the options you have when you click the Create Action Pack button.

General_Info

  • Code - This field is a unique identifier to quickly find the Action Pack when assigning it to a Student.
  • Name - This field is the name or title you'll see when assigning the Action Pack to a Student.
  • Description - This field is used to type a Description and/or notes about the Action Pack.
  • Action Items - These are the Action Items that together make up this Action Pack. Note that the Action Items must exist before creating this Action Pack to see/select them in the list. Still, you can save this Action Pack and update it later if you have not already created all the Action Items needing to be completed in this Action Pack.
Action Packs can help you tremendously by not having to assign several individual Action Items to a Student.



Assign Action Pack

From the Action Items screen, you will see a list of currently existing Action Items. The Action Items visible to you will depend on your role and the permissions specified for them.

Action Pack

  • Code- This is the Action Pack Code.
  • Name- This is the Action Pack Name.
  • Description- This is the Action Pack Description.

Assignment Information

  • Assign to- Select from the 2 options between Students OR Members of Groups.
  • Attendee- This option will ONLY show if you select Students above, select the student from the List.
  • Members of Groups- This option will ONLY show if you select Members of Groups above, select the Group from the List(all Group members will receive the Action Pack).
  • Notes- Use this option to add Notes and/or Description data.

Create myPlan Account

  • Due On- Set a Due-Date.
  • Expire On- Select a Date for this to expire.
  • Autocomplete based on rules- Enable this option if you want the system to autocomplete the Action Pack fulfillment based on rules(see the Rules chapter for more information).
  • Public for students- Enable this option if you want to make it Public.

Complete Career Personality Test

  • Due On- Set a Due Date.
  • Expire On- Select a Date for this to expire.
  • Autocomplete based on rules- Enable this option if you want the system to autocomplete the Action Pack fulfillment based on rules(see the Rules chapter for more information).
  • Public for students- Enable this option if you want to make it Public.

Complete Interest Inventory

  • Due On- Set a Due Date.
  • Expire On- Select a Date for this to expire.
  • Autocomplete based on rules- Enable this option if you want the system to autocomplete the Action Pack fulfillment based on rules(see the Rules chapter for more information).
  • Public for students- Enable this option if you want to make it Public.
  • SAVE- Click this button to Save all Changes.
  • CANCEL- Click this button to roll back without saving.



Watch a short video on how to assign Action Packs

Adittional documentation