Action Item - Development Plan (Redesign)

This page applies if the Redesigned Development Plans functionality is enabled.

Users can access their Development Plan action item from the Actions tab in Universal Profile.

To access the Action Items page, go to Home > Universal Profile. Then, click the Actions tab.

Task Details and Options

The following information options are available for Development Plan action items:

  • Plan Title - The title of the plan displays next to the Development Plan action item icon .
  • Due Date - This field displays the due date for the plan.
  • Status - This field displays the status of plan. This is based on due dates for the plan.
  • Complete - Click this option from the drop-down to open the Development Plan Details page for the appropriate plan.
  • View as PDF - Click this option from the drop-down to export the development plan details to PDF format.
  • View all Development Plans - Click this option from the drop-down to open the Development Plan Summary page.

Development Plan Statuses and Actions

Status Actions Action Behavior
Not Started Complete Redirect the user to the Dev Plan Details page
In Progress Complete Redirect the user to the Dev Plan Details page
Past Due Complete Redirect the user to the Dev Plan Details page
Approved Complete Redirect the user to the Dev Plan Details page
Pending Completion Approval Complete Redirect the user to the Dev Plan Details page
Pending Cancellation Approval Complete Redirect the user to the Dev Plan Details page
Completion Approval Denied Complete Redirect the user to the Dev Plan Details page

Development plans in Complete, Cancelled, or Expired status do not appear on the Action Items page.

Development plans that are in a Completed or Cancelled status do not appear on the Actions tab or "Your Action Items" widget.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days