Once your groups agree on a joint action plan, you can add each action in the plan.  Each action is added separately.  To add an action you must have the 'Data entry' role.


Adding an action:


(1) Open the unit and scorecard for which you want to add the action
(2) Click 'Add action'.   The action form will open.
(3) Complete the action form and click 'Save and close'
(4) Once the form closes, you have the option to add a comment.  Remember to click 'Send for approval' to send it to the data approver.