Create action plans

Learn how to create action plans on the Action Plans screen.

On the main Action Plans screen, to create action plans without using a template, click Create Action Plan, and then select Create Plan without Template.

Create action plans without a template from the Action Plans screen

The Create Action Plan dialog appears:

The Create Action Plan dialog

In the Create Action Plan dialog, follow these steps:

  1. Enter a Plan Name and Plan Description.
    Users can search for plans matching the text you enter in this field.
  2. Select an Owner of the plan.
    Note: If you intend to continue developing the plan after saving the initial draft, consider making yourself the owner, and then reassigning the plan when it is ready for action.
  3. Optionally, select a Unit to which the plan applies.
    If you specify a unit, the action plan is visible only to users with permission to see data for that unit.

    The list of units that the plan creator sees in the unit dropdown is determined by the primary data access for the user and the role.

    Note: To make the Unit field required, enable Unit selection is required in Action Plans Settings. For more information, see Action plan fields.
  4. Click Advanced Settings to expand that section.
    The Advanced Settings section in the Create Action Plan dialog
  5. To associate drivers from Action Planner standard reports with the plan, click the Drivers Add icon. icon, and select one or more drivers.
    Note: Action plans use drivers defined in Action Planner Action Planner standard reports, and does not use drivers defined in Medallia Alchemy Experience Reporting Action Planner report modules.
  6. To associate any Action Intelligence powered by Medallia AI suggested actions with the plan, click Suggested Actions Add icon, and then select one or more suggested actions.
    For more information about suggested actions, see Action Intelligence.
  7. To associate Medallia Text Analytics themes with the plan, click Themes Add icon, and select one or more themes.
    For more information about Text Analytics, see Text Analytics.
  8. To associate Text Analytics topics with the plan, click Add iconTopics, and select one or more topics.
  9. To attach one or more files to the plan, click Browse to attach file, and then select the files to add.
    Note: Attachments to an action plan are automatically deleted after 5 years.
  10. Optionally, add impact analysis to the action plan.
  11. If the plan is ready for action, change the Status to In progress.
  12. Click Save.

The action plan is created. To return to the Action Plans screen, click Back to List.

To add one or more tasks to the plan, see Create a task.