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.

Use the action plan templates in Education Cloud to efficiently create action plans that contain common or frequently used tasks. As an advisor, you can create action plan templates that are shown on the Action Center component of the learner portal. In Action Center, learners can use the templates available to them to create action plans for themselves. If permitted, learners can also add tasks to an action plan that’s created from an action plan template.

On the Action Plans tab on a learner’s case record page, an advisor can:

• View the action plans assigned to the learner
• Assign new action plans to the learner

The target object of an action plan template can be contact, case, or program. The action plan template assignment object relates the template to a specific case record type or program record. Therefore, a learner can view the applicable action plan templates in Action Center only if:

• The action plan template is assigned to the learner's contact
• The learner has an open case of the specified case record type
• The learner is enrolled in the specified support program

You can also add an action plan template to a care plan template to easily assign and manage the tasks for a care plan. See Create Tasks for Care Plans with Action Plan Templates.

Education Cloud includes these flows that automate the processes on action plans:

Note If the case participant associated with a care plan is changed, the assignee target field for the tasks associated with the care plan isn’t automatically updated.

SEE ALSO:

• Action Plans
• Set Up Your Org for Student Success Components
• Set Up Your Learner Portal with Student Success Components

• Create an Action Plan Template
  Create an action plan template to enable the learners to conveniently create action plans.
• Create an Action Plan Template Assignment
  Associate your action plan template with a specific support program or case record type.
• Add Tasks to an Action Plan Template
  Add the relevant tasks to your action plan template to enable the learners to conveniently create action plans.

Add Tasks to an Action Plan Template

Add the relevant tasks to your action plan template to enable the learners to conveniently create action plans.

Editions Needed

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To add a task to an action plan template:	Education Cloud Full Access

1. From the App Launcher, find and select Action Plan Templates.
2. Select the template, and click New Task.
3. Enter the subject, priority, and days.
4. To make this task a mandatory task, select Required.
5. Assign the task to a specific user, or choose Assignee Target to automatically assign the task to a user associated with the template’s target case or program.
6. Provide other relevant details and save your changes.
7. Similarly, add more tasks.
8. To make the template available to the learners, click Publish Template.

Note You can’t edit or delete an action plan template after it’s published. However, the template can be deactivated.