Creating an Action Plan for an Element

Exercise 13: Create an Action Plan for the 'Logistics Cost / Sales' Element in the US West Scorecard.

1. On the Scorecards tab, click Navigator.

2. On the Navigation Frame, click the

buttons to expand the scorecard hierarchy and select the US West Coast scorecard:

pic_navigator_us_west

3. In the Viewing Frame, click the

buttons to expand the Logistics Efficiency hierarchy and click the Logistics Costs / Sales element:

pic_hierarchy_logistics_cost

4. On the Details Pane, switch to the Recent Actions tab, and click

Add Action:

pic_add_action

5. The Action pop-up window opens. From the Action type drop-down menu, change the type to Action Plan:

dlg_create_action_plan

6. Type in "Logistics costs must be reduced" as the Header and "Costs must be reduced by 20%" as the Description.

7. In the Categorization section, select Initiative from the Category drop-down menu.

8. In the Publish To section, select Users of linked elements.

9. In the Roles section, click the Select button next to the Owner field.

10. The Select Users window opens. Select Demo User (qpr), click the > button and click OK:

dlg_select_users

11. Similarly, select Dentorex Group Management Team in the Assigned to field.

12. The Action Plan should now look as in the picture below. Click OK.

dlg_create_action_plan_ready

For more information, see the Action Plan topic in QPR Portal - User's Guide.

Help URL: http://www.yourdomain.com/help/index.html?creating_an_action_plan_for_an.htm

Creating an Action Plan for an Element				Creating_an_Action_Plan_for_an Dear Support Staff,
Creating an Action Plan for an Element