Use the Action Center Lightning web component on your Experience site to help learners keep track of their care plans, action plans, and tasks.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
In Action Center, learners can:
- View all the care plans, action plans, and tasks associated with their contact, case, and program enrollment records
- View the overall progress and update the status of their tasks
- View the action plan templates that are applicable to them, and use them to create self-assigned action plans
Add Action Center to Your Learner Portal
Use Experience Builder to add and configure the Action Center component to your learner portal. If you use the Education Portal template to create your learner portal, Action Center is available on the Home tab by default.
| USER PERMISSIONS NEEDED | |
|---|---|
| To set up your learner portal with the Learner Progress component: |
Education Cloud Full Access AND Create and Set Up Experiences |
Note To create an Experience Cloud site, first enable Digital Experiences for your org
and register the domain. See Enable Digital Experiences. Also make sure that you're a
member of the site, either as a Salesforce admin, or an Experience admin, publisher,
or builder.
- From Setup, in the Quick Find box, enter All Sites, and then select All Sites under Digital Experiences.
- Create or select a site. See Set Up an Education Portal.
- Create a new page for Action Center:
- Click the Page Properties icon, and select + New Page.
- Select Standard Page, and then choose a preferred layout for the page.
- Enter a name for the page. For example, Action Center.
- Enter the necessary details, and then click Create.
- Click Components, and then drag the Action Center component to your preferred location on the new page.
- To duplicate or delete the component, or to assign users, use the Action Center dropdown menu.
- Select the pre-configured tabs you want to show on Action Center. For example, Care Plans, Action Plans, and Tasks.
- Apply additional customizations as necessary, then preview and publish the site. See Customize Sites with Experience Builder.
- Action Plans for Learners
Action plans help learners to realize their goals by progressing through smaller, more manageable steps or tasks. Use Education Cloud to enable learners to create action plans for themselves.